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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
2676
TYCC
Texas Yale Capital Corp
Florida
$14K $0 1 0% Maintained
2677
BAM
Bellevue Asset Management
Washington
$13K $0 3 0.01% Maintained
2678
FC
Financial Consulate
Maryland
$13K $0 1 0.01% Maintained
2679
SFM
Signet Financial Management
New Jersey
$13K $0 1 0% Maintained
2680
AW
Avion Wealth
Texas
$12K -$39.1K 3 0% Reduced
2681
CIR
Clear Investment Research
Georgia
$12K +$15.6K 2 0.03% Increased
2682
DI
Disciplined Investments
Oklahoma
$12K +$1.18K 4 0.01% Increased
2683
GIS
Grayhawk Investment Strategies
Alberta, Canada
$12K $0 1 0.01% Maintained
2684
WAM
Worth Asset Management
Texas
$12K -$8.45K 2 0.01% Reduced
2685
ARIS
Advanced Research Investment Solutions
California
$11K +$8.87K 1 0.01% Increased
2686
CBT
CoreFirst Bank & Trust
Kansas
$11K +$4.7K 1 0.01% Increased
2687
Donaldson Capital Management
Donaldson Capital Management
Indiana
$11K -$201K 1 0% Reduced
2688
DSC
Duncker Streett & Co
Missouri
$11K -$11.5K 2 0% Reduced
2689
HFS
HBC Financial Services
Washington
$11K +$212 3 0.01% Increased
2690
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$10K -$46K 2 0% Reduced
2691
IWP
Innova Wealth Partners
Pennsylvania
$10K +$10.6K 1 0.01% New
2692
ICM
Islay Capital Management
Texas
$10K $0 2 0.01% Maintained
2693
JGIA
Jackson Grant Investment Advisers
Connecticut
$10K -$16K 1 0.01% Reduced
2694
3F
360 Financial
Minnesota
$9K $0 1 0.01% Maintained
2695
BFA
Beacon Financial Advisory
Ohio
$9K +$10.7K 1 0.01% New
2696
FEG
Financial Enhancement Group
Indiana
$9K -$1K 1 0% Reduced
2697
Peregrine Capital Management
Peregrine Capital Management
Minnesota
$9K $0 1 0% Maintained
2698
CWAF
Core Wealth Advisors (Florida)
Florida
$8K +$430 3 0% Increased
2699
GGI
Godsey & Gibb Inc
Virginia
$8K +$9.27K 1 0.01% New
2700
AWM
Avondale Wealth Management
Texas
$7K $0 1 0.01% Maintained