← 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
2626
LB
Legacy Bridge
Iowa
$2.01K $0 1 0% Maintained
2627
LOIM
Liberty One Investment Management
Illinois
$2.01K -$12.4K 1 0% Reduced
2628
HCM
Horrell Capital Management
Arkansas
$2K -$1K 2 0% Reduced
2629
JFG
JDM Financial Group
Texas
$1.96K +$1.85K 3 0% New
2630
LIA
Luken Investment Analytics
Tennessee
$1.95K $0 1 0% Maintained
2631
ATC
Adirondack Trust Company
New York
$1.88K $0 2 0% Maintained
2632
IAS
IMA Advisory Services
Colorado
$1.72K +$1.47K 1 0% New
2633
SJIM
St. Johns Investment Management
Florida
$1.36K $0 1 0% Maintained
2634
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$1.25K $0 1 0% Maintained
2635
WBWA
William B. Walkup & Associates
South Carolina
$1.25K $0 1 0% Maintained
2636
PCFFS
Pacific Center for Financial Services
California
$1.24K +$1.36K 3 0% Increased
2637
GCM
Gables Capital Management
Florida
$1.23K -$7.41K 1 0% Reduced
2638
PG
Proffitt & Goodson
Tennessee
$1.23K +$1.05K 2 0% Increased
2639
SL
Salomon & Ludwin
Virginia
$1.16K $0 4 0% Maintained
2640
RF
Robinswood Financial
Washington
$1.11K $0 2 0% Maintained
2641
RDFA
Ritter Daniher Financial Advisory
Ohio
$1.06K $0 2 0% Maintained
2642
EFMH
E Fund Management (HK)
Hong Kong
$1K $0 1 0% Maintained
2643
TFA
Transamerica Financial Advisors
Florida
$1K +$23 1 0% New
2644
DF
DecisionPoint Financial
Arizona
$909 $0 1 0% Maintained
2645
FF
Friedenthal Financial
New Jersey
$891 -$764K 1 0% Reduced
2646
WestEnd Advisors
WestEnd Advisors
North Carolina
$624 +$134 1 0% Increased
2647
GWS
Glassman Wealth Services
Virginia
$600 $0 1 0% Maintained
2648
CPA
Clear Point Advisors
New York
$595 $0 2 0% Maintained
2649
CIR
Clear Investment Research
Georgia
$535 +$200 1 0% Increased
2650
PWA
Primoris Wealth Advisors
Florida
$480 $0 1 0% Maintained