← All themes

Digital Assets

Digital assets cover the companies whose earnings move with cryptocurrency prices and on-chain activity — exchanges, miners, custodians, and payment rails. Results are highly cyclical and closely tied to regulation.

160 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2576
AA
Addison Advisors
Vermont
$62K +$25.8K 5 0.04% Increased
2577
UCB
United Community Bank
South Carolina
$61.5K $0 1 0.06% Maintained
2578
SC
Stephens Consulting
Michigan
$60.1K -$698 6 0.05% Reduced
2579
JWBC
John W. Brooker & Co
California
$60K $0 2 0.04% Maintained
2580
LF
Lee Financial
Texas
$60K -$6.55K 5 0.01% Reduced
2581
SAM
Silverhawk Asset Management
Arizona
$60K $0 1 0.06% Maintained
2582
CWA
Clearview Wealth Advisors
Oregon
$59K -$13.7K 8 0.05% Reduced
2583
Homestead Advisers
Homestead Advisers
Virginia
$59K +$1.98K 1 0% Increased
2584
WPA
West Paces Advisors
Georgia
$57.6K -$9.66K 2 0.02% Reduced
2585
HDIM
Hanson & Doremus Investment Management
Vermont
$57K +$9.75K 1 0.01% Increased
2586
RA
Rational Advisors
New York
$57K +$7.2K 3 0% Increased
2587
CTC (Chicago Trading Company)
CTC (Chicago Trading Company)
Illinois
$56.7K +$26.5K 3 0.04% Increased
2588
CWM
CarsonAllaria Wealth Management
Illinois
$56K -$271K 5 0.05% Reduced
2589
MUMSS
Mitsubishi UFJ Morgan Stanley Securities
Japan
$56K $0 2 0.75% Maintained
2590
SC
Schubert & Co
Texas
$56K +$2.98K 5 0.05% Increased
2591
LJHT
Laurie J. Hall Trustee
$55K -$1.24M 2 0.03% Reduced
2592
TF
TimeScale Financial
Massachusetts
$55K +$709 6 0.02% Increased
2593
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$54K -$21.2K 7 0.02% Reduced
2594
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$53K -$708 4 0.02% Reduced
2595
WOC
West Oak Capital
California
$53K $0 2 0.03% Maintained
2596
IAG
Investmark Advisory Group
Connecticut
$52K $0 1 0.05% Maintained
2597
CG
Corundum Group
Colorado
$51K $0 1 0.03% Maintained
2598
CHA
Carmichael Hill & Associates
Maryland
$50K $0 4 0.03% Maintained
2599
ACM
Antonetti Capital Management
Florida
$49K -$26.6K 2 0.06% Reduced
2600
Advent Capital Management
Advent Capital Management
New York
$48K -$3.22M 1 0% Reduced