← 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
1426
BL
BFSG LLC
California
$124 $0 1 0% Maintained
1427
DWM
Darwin Wealth Management
Florida
$102 +$116 1 0% New
1428
CIAS
CBIZ Investment Advisory Services
Ohio
$99 $0 1 0% Maintained
1429
3FI
3 Factor Indexing
California
$87 $0 1 0% Maintained
1430
CRI
Commonwealth Retirement Investments
Virginia
$77 +$88 1 0% New
1431
MCA
Maryland Capital Advisors
Maryland
$60 +$60 2 0% New
1432
MCA
Midwest Capital Advisors
Michigan
$35 $0 1 0% Maintained
1433
GCM
Gables Capital Management
Florida
$33 $0 1 0% Maintained
1434
MWA
Medallion Wealth Advisors
Connecticut
$29 $0 2 0% Maintained
1435
CIM
Contravisory Investment Management
Massachusetts
$22 +$23 1 0% New
1436
SWIM
Smallwood Wealth Investment Management
New Jersey
$19 +$14 1 0% Increased
1437
Q1WB
Quest 10 Wealth Builders
Virginia
$9 -$2.48K 1 0% Reduced
1438
GGI
Godsey & Gibb Inc
Virginia
$4 $0 1 0% Maintained
1439
AIM
Axiom Investment Management
New York
$2 $0 1 0% Maintained
1440
NF
Napier Financial
Massachusetts
$1 $0 1 0% Maintained
1441
APG
Abacus Planning Group
South Carolina
$0 -$193K 0 – Closed
1442
AA
ABC Arbitrage
France
$0 -$384K 0 – Closed
1443
AP
Advisors Preferred
Maryland
$0 -$187K 0 – Closed
1444
AGF Management
AGF Management
Ontario, Canada
$0 -$3.61M 0 – Closed
1445
AF
Align Financial
Minnesota
$0 -$3.74K 0 – Closed
1446
Americana Partners
Americana Partners
Texas
$0 -$252K 0 – Closed
1447
AMG National Trust Bank
AMG National Trust Bank
Colorado
$0 -$2.26M 0 – Closed
1448
ACM
Andina Capital Management
Utah
$0 -$1.12M 0 – Closed
1449
APG Asset Management
APG Asset Management
Netherlands
$0 -$14.5M 0 – Closed
1450
Aquatic Capital Management
Aquatic Capital Management
Illinois
$0 -$1.54M 0 – Closed