← 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
WFA
WMG Financial Advisors
Tennessee
$208K -$38.8K 1 0.09% Reduced
2627
Root Financial Partners
Root Financial Partners
California
$208K +$205K 1 0.03% New
2628
Cornerstone Advisory
Cornerstone Advisory
Maryland
$206K +$222K 1 0.02% New
2629
RSA
River Street Advisors
Illinois
$206K -$143K 1 0.11% Reduced
2630
SWM
SFG Wealth Management
Maryland
$206K +$203K 1 0.11% New
2631
AC
ASB Consultores
Florida
$206K -$3.07K 1 0.09% Reduced
2632
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$205K +$175K 1 0.01% New
2633
MSS
Mitchell Sinkler & Starr
Pennsylvania
$205K +$202K 1 0.05% New
2634
KPWM
KDK Private Wealth Management
Texas
$205K +$215K 1 0.21% New
2635
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$204K -$2.26M 1 0.04% Reduced
2636
CFO4Life Group
CFO4Life Group
Texas
$204K -$40.6K 1 0.04% Reduced
2637
MHWM
Montz Harcus Wealth Management
Louisiana
$204K +$212K 1 0.11% New
2638
Sierra Capital
Sierra Capital
Florida
$203K +$196K 1 0.02% New
2639
PPC
Pennington Partners & Co
Maryland
$203K +$211K 1 0.1% New
2640
DMBA
Deseret Mutual Benefit Administrators
Utah
$203K +$7.89K 2 0.1% Increased
2641
OCM
Orchard Capital Management
Illinois
$202K +$199K 1 0.08% New
2642
Auxier Asset Management
Auxier Asset Management
Oregon
$202K +$199K 1 0.03% New
2643
AIA
Affinity Investment Advisors
California
$202K +$199K 1 0.17% New
2644
Glen Eagle Advisors
Glen Eagle Advisors
New Jersey
$201K -$50.8K 9 0.03% Reduced
2645
BLC
Brown, Lisle/Cummings
Rhode Island
$201K -$24.1K 3 0.06% Reduced
2646
HA
Herold Advisors
New York
$201K +$198K 1 0.04% New
2647
BWP
Bernardo Wealth Planning
Pennsylvania
$200K +$184K 1 0.05% New
2648
ATI
ARK & TLK Investments
Oklahoma
$197K $0 1 0.07% Maintained
2649
Resources Management Corp
Resources Management Corp
Connecticut
$196K -$9.25K 2 0.03% Reduced
2650
LWM
Lionsbridge Wealth Management
Florida
$194K +$221K 1 0.16% New