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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
HCM
Howland Capital Management
Massachusetts
$0 -$213K 0 – Closed
2652
HI
Humankind Investments
New York
$0 -$278K 0 – Closed
2653
HAIM
Hunter Associates Investment Management
Pennsylvania
$0 -$230K 0 – Closed
2654
IAS
IMA Advisory Services
Colorado
$0 -$399K 0 – Closed
2655
IWN
Independent Wealth Network
Iowa
$0 -$221K 0 – Closed
2656
IF
Insight Folios
North Carolina
$0 -$232K 0 – Closed
2657
IHG
Insight Holdings Group
New York
$0 -$1.29M 0 – Closed
2658
IFU
iSAM Funds (UK)
United Kingdom
$0 -$758K 0 – Closed
2659
IDBONY
Israel Discount Bank of New York
New York
$0 -$263K 0 – Closed
2660
IWA
IVC Wealth Advisors
Pennsylvania
$0 -$247K 0 – Closed
2661
JSA
Jacobson & Schmitt Advisors
Wisconsin
$0 -$7.42M 0 – Closed
2662
JCP
Jennifer C. Price
$0 -$2.68M 0 – Closed
2663
JHU
Johns Hopkins University
Maryland
$0 -$2.99M 0 – Closed
2664
KCM
Kathmere Capital Management
Pennsylvania
$0 -$249K 0 – Closed
2665
KCM
Kensico Capital Management
Connecticut
$0 -$8.95M 0 – Closed
2666
KA
Kerrisdale Advisers
Florida
$0 -$1.36M 0 – Closed
2667
KWM
KFG Wealth Management
Indiana
$0 -$4.43M 0 – Closed
2668
KJHP
K.J. Harrison & Partners
Ontario, Canada
$0 -$2.01M 0 – Closed
2669
KCIC
Kuhn & Co Investment Counsel
Illinois
$0 -$221K 0 – Closed
2670
LG
LaFleur & Godfrey
Michigan
$0 -$234K 0 – Closed
2671
LIM
Lathrop Investment Management
Arkansas
$0 -$323K 0 – Closed
2672
LFA
Lauterbach Financial Advisors
Texas
$0 -$255K 0 – Closed
2673
LAM
LifePro Asset Management
California
$0 -$2.42M 0 – Closed
2674
LF
LifeSteps Financial
California
$0 -$21.1K 0 – Closed
2675
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$0 -$7.44M 0 – Closed