← 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
1151
BCV
Banque Cantonale Vaudoise
Switzerland
$22.1K -$694K 3 0% Reduced
1152
AG
AmeriFlex Group
Nevada
$22K +$4.13K 3 0.01% Increased
1153
APW
Allied Private Wealth
Florida
$21.9K +$25.5K 3 0.01% New
1154
KFP
Kerr Financial Planning
California
$21.5K -$6.27K 4 0.02% Reduced
1155
SN
Sittner & Nelson
Oregon
$21.1K $0 3 0.01% Maintained
1156
FFO
Fortitude Family Office
Arizona
$21K +$15.8K 6 0% Increased
1157
SIC
SJS Investment Consulting
Ohio
$21K +$2.5K 7 0% Increased
1158
WWM
Wolff Wiese Magana
California
$20.9K -$27.1K 5 0.01% Reduced
1159
TAM
TCP Asset Management
Ohio
$20.9K -$248K 1 0% Reduced
1160
CA
Crewe Advisors
Utah
$20.2K $0 4 0% Maintained
1161
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$20K +$206 3 0% Increased
1162
EWA
Exit Wealth Advisors
Georgia
$19.7K $0 1 0.01% Maintained
1163
OCWP
Owl Creek Wealth Partners
Colorado
$19.4K +$27.6K 2 0.01% New
1164
OAG
Oakmont Advisory Group
New Mexico
$19.4K +$32.4K 1 0.02% New
1165
LCWM
Legacy Capital Wealth Management
Texas
$19.3K +$24.9K 1 0.01% New
1166
FGC
Financial Gravity Companies
Texas
$18.4K +$19.2K 2 0% New
1167
CT
Clearstead Trust
Maine
$18.3K +$290 2 0% Increased
1168
PWM
Peterson Wealth Management
Nevada
$18.2K -$23.4K 2 0.01% Reduced
1169
BCM
Boreal Capital Management
Florida
$18.1K +$1.41K 2 0.01% Increased
1170
FLP
Financial Life Planners
Arizona
$17.9K +$5.57K 2 0.01% Increased
1171
BSB
Bangor Savings Bank
Maine
$17.7K +$251 2 0% Increased
1172
FGA
Fortis Group Advisors
New Jersey
$17.7K +$20.5K 1 0% New
1173
WA
Westfuller Advisors
New York
$17.6K $0 1 0.01% Maintained
1174
CAM
Costello Asset Management
Pennsylvania
$17.4K $0 1 0.01% Maintained
1175
Simplify Asset Management
Simplify Asset Management
Nevada
$17.1K +$6.25K 1 0% Increased