← 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
1201
PWA
Physician Wealth Advisors
Utah
$13.3K -$6.44K 8 0% Reduced
1202
STA
Smith Thornton Advisors
Alabama
$13.3K +$7.55K 1 0.01% Increased
1203
NRG
Nemes Rush Group
Michigan
$13.1K $0 3 0% Maintained
1204
KBFS
Kohmann Bosshard Financial Services
Ohio
$12.7K +$8.86K 1 0% Increased
1205
WA
Waterford Advisors
New York
$12.5K +$16.2K 1 0% New
1206
IWS
Integrity Wealth Solutions
Colorado
$12.5K -$4.07K 1 0% Reduced
1207
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$12.2K $0 3 0% Maintained
1208
ISWM
Intesa Sanpaolo Wealth Management
$12.2K -$58.1K 1 0% Reduced
1209
HC
Hurley Capital
New York
$12.1K -$580 5 0.01% Reduced
1210
HI
Hoey Investments
Pennsylvania
$11.8K -$46K 3 0% Reduced
1211
ITIM
Indiana Trust & Investment Management
Indiana
$11.8K $0 2 0% Maintained
1212
RL
Rogco LP
Oklahoma
$11.7K $0 1 0% Maintained
1213
S
Sachetta
Massachusetts
$11.7K +$12.3K 2 0.01% Increased
1214
MCM
Manchester Capital Management
Vermont
$11.7K +$1.02K 2 0% Increased
1215
RWM
Rialto Wealth Management
New York
$11.2K +$10.9K 7 0% Increased
1216
CAIM
Catherine Avery Investment Management
Florida
$11.2K +$13.2K 4 0% New
1217
AW
Avion Wealth
Texas
$11K -$4.46K 6 0% Reduced
1218
ATC
Adirondack Trust Company
New York
$10.9K +$8.21K 4 0% Increased
1219
CVM
Cheviot Value Management
California
$10.5K $0 2 0% Maintained
1220
DRP
Decker Retirement Planning
Utah
$10.3K +$9.72K 1 0% New
1221
RF
Rossby Financial
Florida
$10.1K -$184K 4 0% Reduced
1222
CSC
Caldwell Sutter Capital
California
$9.99K $0 4 0% Maintained
1223
JWA
JFS Wealth Advisors
Pennsylvania
$9.92K +$2.79K 5 0% Increased
1224
JWM
JPL Wealth Management
Colorado
$9.79K +$789 4 0% Increased
1225
KRW
Kaufman Rossin Wealth
Florida
$9.78K +$12.7K 1 0% New