← 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
1401
FNWA
Financial Network Wealth Advisors
Utah
$522 +$871 1 0% New
1402
IPS
Investors Portfolio Services
Washington
$495 $0 1 0% Maintained
1403
M
MOTCO
Texas
$462 +$453 3 0% New
1404
BIM
Breakwater Investment Management
Washington
$435 +$541 1 0% Increased
1405
EIP
Essential Investment Partners
Colorado
$435 $0 1 0% Maintained
1406
PP
Pacifica Partners
Canada
$426 $0 1 0% Maintained
1407
BHWM
Bay Harbor Wealth Management
Maryland
$382 +$143 2 0% Increased
1408
LGM
L1 Global Manager
$334 $0 1 0% Maintained
1409
GIA
GHP Investment Advisors
Colorado
$324 -$1.12K 2 0% Reduced
1410
1L
10Elms LLP
Oklahoma
$283 $0 1 0% Maintained
1411
SA
Seneschal Advisors
Washington
$283 $0 2 0% Maintained
1412
FIM
FWL Investment Management
Texas
$266 $0 1 0% Maintained
1413
LG
LAM Group
Oregon
$265 $0 1 0% Maintained
1414
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$265 $0 1 0% Maintained
1415
GFA
Godfrey Financial Associates
New York
$261 $0 1 0% Maintained
1416
SouthState Corp
SouthState Corp
Florida
$261 -$3.39K 1 0% Reduced
1417
HHGA
Halbert Hargrove Global Advisors
California
$258 +$435 1 0% New
1418
FC
Fairscale Capital
New Hampshire
$232 $0 1 0% Maintained
1419
FDW
Fourth Dimension Wealth
Ohio
$194 $0 1 0% Maintained
1420
KFI
Key Financial Inc
Pennsylvania
$194 $0 1 0% Maintained
1421
DSC
Duncker Streett & Co
Missouri
$185 +$14 3 0% Increased
1422
HIMS
Hager Investment Management Services
New Hampshire
$177 $0 1 0% Maintained
1423
VWA
Valued Wealth Advisors
Utah
$174 $0 1 0% Maintained
1424
DF
Dunhill Financial
United Kingdom
$166 -$1.59K 1 0% Reduced
1425
GBT
Grove Bank & Trust
Florida
$164 +$145 2 0% Increased