← 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
2726
BAM
Bruderman Asset Management
New York
$226K -$17.7K 1 0.06% Reduced
2727
CAL
Capital Advisors Ltd
Ohio
$225K +$21.5K 2 0.04% Increased
2728
CMBA
C.M. Bidwell & Associates
Hawaii
$225K -$78.9K 2 0.16% Reduced
2729
NPF
Norris Perne & French
Michigan
$225K -$146K 1 0.02% Reduced
2730
MWA
Meridian Wealth Advisors
Texas
$224K -$222K 1 0.07% Reduced
2731
QCM
Quest Capital Management
Texas
$224K -$46.5K 1 0.05% Reduced
2732
BWA
Bordeaux Wealth Advisors
California
$223K $0 1 0.15% Maintained
2733
SFPG
Stonebridge Financial Planning Group
Florida
$223K +$85K 4 0.13% Increased
2734
GHAM
Gilman Hill Asset Management
Connecticut
$222K -$2.52K 1 0.06% Reduced
2735
AT
Arden Trust
Delaware
$221K -$55.6K 1 0.04% Reduced
2736
BIA
BHK Investment Advisors
Alabama
$221K +$238K 1 0.1% New
2737
CWM
Concentrum Wealth Management
California
$221K +$230K 1 0.17% New
2738
Sax Wealth Advisors
Sax Wealth Advisors
New Jersey
$221K +$7.32K 1 0.08% Increased
2739
SIS
Sound Income Strategies
Florida
$219K +$30.5K 4 0.04% Increased
2740
HWM
Hemington Wealth Management
Virginia
$218K -$12.4K 1 0.09% Reduced
2741
SIM
Sonora Investment Management
Arizona
$218K +$16.9K 2 0.02% Increased
2742
AIA
Angeles Investment Advisors
California
$217K -$46.2K 1 0.02% Reduced
2743
JGIA
Jackson Grant Investment Advisers
Connecticut
$217K +$30.8K 2 0.1% Increased
2744
MA
MYDA Advisors
New York
$217K -$14.5M 1 0.06% Reduced
2745
PP
Pacifica Partners
Canada
$217K +$15K 2 0.18% Increased
2746
DDPIC
Deroy & Devereaux Private Investment Counsel
Michigan
$216K +$225K 1 0.02% New
2747
CWM
CCG Wealth Management
California
$215K +$2.52K 1 0.21% Increased
2748
WFA
Wellspring Financial Advisors
Ohio
$215K +$8.33K 1 0.1% Increased
2749
NC
NinePointTwo Capital
California
$214K +$223K 1 0.08% New
2750
AWM
Altus Wealth Management
Kentucky
$213K +$220K 1 0.15% New