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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
2651
EA
Elm Advisors
California
$377K -$42.6K 1 0.23% Reduced
2652
FPB
First PREMIER Bank
South Dakota
$377K +$71.9K 2 0.11% Increased
2653
WCA
Westover Capital Advisors
Delaware
$377K $0 1 0.12% Maintained
2654
PMFA
Plante Moran Financial Advisors
Michigan
$375K +$73K 6 0.08% Increased
2655
HCMG
Howard Capital Management Group
California
$374K +$14.9K 1 0.03% Increased
2656
AIFAIM
American Institute for Advanced Investment Management
Arizona
$373K -$14.4K 1 0.26% Reduced
2657
CA
Crumly & Associates
Illinois
$373K -$57.4K 1 0.17% Reduced
2658
WAAG
Wealth Alliance Advisory Group
Kansas
$372K +$39.4K 1 0.18% Increased
2659
Boston Partners
Boston Partners
Massachusetts
$370K $0 1 0% Maintained
2660
SCM
Southport Capital Management
Tennessee
$370K -$65K 1 0.15% Reduced
2661
FFA
Fragasso Financial Advisors
Pennsylvania
$369K +$78K 1 0.05% Increased
2662
CFA
Capstone Financial Advisors
Illinois
$366K $0 1 0.03% Maintained
2663
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$366K +$5.96K 1 0.19% Increased
2664
SRC
Sage Rhino Capital
California
$366K -$361K 1 0.11% Reduced
2665
HAIM
Hunter Associates Investment Management
Pennsylvania
$364K -$397K 1 0.12% Reduced
2666
IIC
Integrated Investment Consultants
Michigan
$364K +$133K 1 0.11% Increased
2667
KC
Kepos Capital
New York
$364K -$2.86M 1 0.02% Reduced
2668
MP
McDonald Partners
Ohio
$364K -$178K 1 0.09% Reduced
2669
EWG
Executive Wealth Group
Washington
$360K $0 1 0.22% Maintained
2670
EFG
Everhart Financial Group
Ohio
$359K +$86.3K 1 0.25% Increased
2671
HSA
Hussman Strategic Advisors
Maryland
$359K -$1.72M 1 0.08% Reduced
2672
BBW
Blue Barn Wealth
Utah
$358K +$390K 1 0.31% New
2673
LSA
Lion Street Advisors
Texas
$358K +$390K 1 0.19% New
2674
AWG
Altus Wealth Group
Colorado
$356K +$17K 1 0.35% Increased
2675
IFAM
Institutional & Family Asset Management
Colorado
$356K -$12.1K 5 0.06% Reduced