← 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
1176
AP
Aspect Partners
Virginia
$16.8K +$2.25K 2 0.01% Increased
1177
TTIC
Tower Trust & Investment Company
Iowa
$16.5K +$18.8K 1 0.01% New
1178
NFG
Northbridge Financial Group
Florida
$16.4K -$17.7K 1 0.01% Reduced
1179
BWM
Bullock Wealth Management
Indiana
$16.1K $0 3 0.01% Maintained
1180
PS
Planning Strategies
Pennsylvania
$16K +$23.6K 5 0.01% New
1181
SIM
Spark Investment Management
New York
$15.9K +$23.7K 1 0.03% New
1182
TFM
TFC Financial Management
Massachusetts
$15.7K -$435 2 0% Reduced
1183
AT
Arlington Trust
Alabama
$15.7K +$6.25K 2 0% Increased
1184
FWP
Falcon Wealth Planning
California
$15.4K $0 1 0% Maintained
1185
HIM
Harbour Investment Management
Washington
$15.4K +$18.3K 1 0.01% New
1186
LWM
Lodestone Wealth Management
Washington
$15.3K $0 3 0.01% Maintained
1187
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$15K +$1.67K 2 0% Increased
1188
BFS
Bare Financial Services
Pennsylvania
$14.8K -$6.59K 4 0% Reduced
1189
KFA
Kelleher Financial Advisors
New York
$14.6K -$157K 1 0% Reduced
1190
SP
SmartHarvest Portfolios
Washington
$14.3K -$60.3K 1 0% Reduced
1191
CFO
CVA Family Office
Colorado
$14.2K -$13.7K 3 0% Reduced
1192
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$13.9K $0 1 0% Maintained
1193
DWA
Delos Wealth Advisors
Texas
$13.9K $0 1 0.01% Maintained
1194
CIS
Custom Index Systems
New York
$13.8K +$19.9K 2 0.01% New
1195
BWM
Bernard Wealth Management
Michigan
$13.7K $0 2 0.01% Maintained
1196
FWM
Foguth Wealth Management
Michigan
$13.7K -$216K 1 0% Reduced
1197
AWM
Aries Wealth Management
Maine
$13.6K $0 1 0% Maintained
1198
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$13.5K +$551 1 0% Increased
1199
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$13.5K -$241K 1 0% Reduced
1200
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$13.4K +$8.42K 1 0% Increased