← 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
2601
KPWG
KFA Private Wealth Group
Virginia
$15K $0 1 0.01% Maintained
2602
APW
Axim Planning & Wealth
Ohio
$14K +$17.9K 2 0.01% New
2603
BA
Bivin & Associates
Oklahoma
$14K +$694 1 0.02% Increased
2604
CDIA
Capital Directions Investment Advisors
Georgia
$14K -$9.89K 1 0% Reduced
2605
CCFM
Cohen & Co Financial Management
New York
$14K +$1.56M 2 0.01% New
2606
HFS
HBC Financial Services
Washington
$14K $0 3 0.01% Maintained
2607
HJIM
Henry James International Management
New York
$14K -$4.63K 1 0.01% Reduced
2608
LSA
Lansing Street Advisors
Pennsylvania
$14K +$1K 4 0.01% Increased
2609
SC
Siena Capital
Ohio
$14K $0 1 0.01% Maintained
2610
ZA
Zazove Associates
Nevada
$14K +$22.4K 1 0% New
2611
BAM
Bellevue Asset Management
Washington
$13K -$1.28K 3 0.01% Reduced
2612
PLU
Performa Ltd (US)
South Carolina
$13K +$15.6K 1 0.01% New
2613
TYCC
Texas Yale Capital Corp
Florida
$13K +$40.2K 1 0% New
2614
PP
PFS Partners
New Jersey
$12.5K +$13.9K 5 0.01% Increased
2615
FC
Financial Consulate
Maryland
$12K +$12.5K 1 0.01% Increased
2616
SFM
Signet Financial Management
New Jersey
$12K +$37.5K 1 0% New
2617
CMA
Cedar Mountain Advisors
Oregon
$11K +$14.5K 2 0% Increased
2618
CWG
Cornerstone Wealth Group
North Carolina
$11K -$289K 1 0% Reduced
2619
ICM
Islay Capital Management
Texas
$11K $0 2 0.01% Maintained
2620
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$11K +$13.4K 1 0% New
2621
SIA
SkyView Investment Advisors
New Jersey
$11K -$26.5K 1 0% Reduced
2622
DI
Disciplined Investments
Oklahoma
$10K -$27.2K 4 0% Reduced
2623
KWM
KerberRose Wealth Management
Wisconsin
$10K +$14.3K 1 0.01% New
2624
MCA
Maryland Capital Advisors
Maryland
$10K $0 1 0.01% Maintained
2625
PO
Private Ocean
California
$10K -$8.7K 2 0% Reduced