← All themes Digital Assets

Corporate Crypto Treasuries

Some listed companies hold cryptocurrency as a primary treasury asset, so their shares trade largely on the coin price rather than on the operating business. The structure adds leverage in both directions.

63 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1001
PTC
Private Trust Company
Ohio
$138K +$109K 4 0.01% Increased
1002
RAG
RIA Advisory Group
Iowa
$130K -$888 1 0.03% Reduced
1003
PWAM
Private Wealth Asset Management
Iowa
$129K +$150K 2 0.01% Increased
1004
AIS
Altium Investment Strategies
Florida
$128K +$126K 1 0.18% New
1005
FP
Financial Perspectives
Minnesota
$128K +$135K 1 0.03% Increased
1006
IFG Advisory
IFG Advisory
Georgia
$127K +$189K 8 0% Increased
1007
FG
Franchise GP
$122K +$92.8K 1 0.06% Increased
1008
Evelyn Partners
Evelyn Partners
$122K +$194K 2 0% New
1009
CCA
Childress Capital Advisors
Texas
$120K $0 1 0.02% Maintained
1010
SAM
S.A. Mason
Michigan
$115K $0 1 0.04% Maintained
1011
CFFP
Center for Financial Planning
Michigan
$115K $0 2 0.01% Maintained
1012
BRF
B. Riley Financial
California
$110K +$146K 1 0.03% New
1013
SWP
Strategic Wealth Partners
Ohio
$109K +$31K 7 0.01% Increased
1014
E3F
Eight 31 Financial
Texas
$107K $0 1 0.06% Maintained
1015
SP
Symmetry Partners
Connecticut
$106K +$121K 1 0.01% New
1016
QCA
Quantify Chaos Advisors
New York
$104K +$97.5K 1 0.29% New
1017
DCM
DG Capital Management
New York
$103K +$110K 1 0.02% New
1018
SL
Salomon & Ludwin
Virginia
$102K +$9.48K 3 0.01% Increased
1019
SWA
SOA Wealth Advisors
New York
$102K +$2.5K 3 0.02% Increased
1020
GJIA
Glass Jacobson Investment Advisors
Maryland
$100K $0 3 0.03% Maintained
1021
Procyon Advisors
Procyon Advisors
Connecticut
$100K -$75.4K 1 0% Reduced
1022
APFP
Action Point Financial Planning
Michigan
$97.8K +$134K 8 0.01% New
1023
JCM
Jag Capital Management
Missouri
$97.7K +$7.93K 1 0.01% Increased
1024
WA
WPG Advisers
Maryland
$95.7K +$53.8K 4 0.06% Increased
1025
AWM
Abound Wealth Management
Tennessee
$95.5K +$44.9K 4 0.02% Increased