← 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

Bitcoin Miners Corporate Crypto Treasuries Crypto Exchanges Stablecoin Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2701	DA Detalus Advisors St. Louis, Missouri	$7K	$0	1	0%	Maintained
2702	EIM Essex Investment Management Boston, Massachusetts	$6K	-$23K	1	0%	Reduced
2703	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$6K	$0	1	0%	Maintained
2704	RBC Roble Belko & Company Sewickley, Pennsylvania	$6K	-$4.97K	5	0%	Reduced
2705	SAM Strategic Asset Management Rochester, Minnesota	$6K	-$6.28K	1	0.01%	Reduced
2706	TIM Tortoise Investment Management White Plains, New York	$6K	-$2.93K	2	0%	Reduced
2707	2C 272 Capital Dallas, Texas	$5K	+$102K	1	0%	Increased
2708	F F3Logic Burnsville, Minnesota	$5K	-$574K	0	–	Closed
2709	FWA FSC Wealth Advisors Fishkill, New York	$5K	$0	2	0.05%	Maintained
2710	JC JCSD Capital Walnut Creek, California	$5K	-$108K	1	0.01%	Reduced
2711	LFA Level Financial Advisors East Amherst, New York	$5K	$0	2	0%	Maintained
2712	NWM Navigation Wealth Management Fort Collins, Colorado	$5K	$0	2	0.54%	Maintained
2713	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$5K	$0	1	0%	Maintained
2714	WestEnd Advisors Charlotte, North Carolina	$5K	-$89	1	0%	Reduced
2715	APC Aspire Private Capital Cornelius, North Carolina	$4K	$0	2	0%	Maintained
2716	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$4K	$0	3	0%	Maintained
2717	CWM Cedar Wealth Management Walnut Creek, California	$4K	$0	2	0%	Maintained
2718	CB Community Bank Dewitt, New York	$4K	+$4.06K	2	0%	New
2719	CMP Coston McIsaac & Partners Bar Harbor, Maine	$4K	-$1K	1	0%	Reduced
2720	MIM Macroview Investment Management Bethesda, Maryland	$4K	-$4.01K	3	0.01%	Reduced
2721	RF Robbins Farley Bedford, New Hampshire	$4K	-$260K	5	0%	Reduced
2722	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$4K	$0	1	0%	Maintained
2723	VAG VisionPoint Advisory Group Dallas, Texas	$4K	$0	1	0%	Maintained
2724	WAM WFA Asset Management Whitefish Bay, Wisconsin	$3.65K	$0	1	0%	Maintained
2725	RCM Ravenstone Capital Management Toronto,	$3.57K	$0	1	0%	Maintained