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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
2751
SF
Symphony Financial
Texas
$329K -$1.41M 1 0.11% Reduced
2752
WFO
Wealthgate Family Office
Colorado
$329K -$183K 1 0.65% Reduced
2753
Well Done LLC
Well Done LLC
Michigan
$329K +$15.6K 1 0.07% Increased
2754
Gateway Advisory
Gateway Advisory
New Jersey
$328K -$244K 1 0.07% Reduced
2755
Berkshire Asset Management
Berkshire Asset Management
Pennsylvania
$326K -$1.32K 1 0.02% Reduced
2756
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$326K -$185K 4 0.09% Reduced
2757
Inspire Investing
Inspire Investing
Idaho
$325K -$1.71M 1 0.04% Reduced
2758
River Wealth Advisors
River Wealth Advisors
Pennsylvania
$325K $0 1 0.06% Maintained
2759
Affinity Capital Advisors
Affinity Capital Advisors
California
$324K $0 1 0.11% Maintained
2760
NL
NKCFO LLC
Illinois
$324K +$308K 1 0.11% New
2761
American Money Management
American Money Management
California
$323K $0 1 0.11% Maintained
2762
Crewe Advisors
Crewe Advisors
Utah
$321K +$44.4K 4 0.08% Increased
2763
SB
Sunflower Bank
Texas
$321K +$9.8K 1 0.05% Increased
2764
Taurus Asset Management
Taurus Asset Management
New York
$321K +$291K 1 0.03% New
2765
VIM
Vista Investment Management
Pennsylvania
$319K -$2.38K 1 0.19% Reduced
2766
DE
Day & Ennis
Georgia
$318K $0 1 0.11% Maintained
2767
Stonebridge Capital Advisors
Stonebridge Capital Advisors
Minnesota
$318K +$264 1 0.04% Increased
2768
American Financial Advisors
American Financial Advisors
Georgia
$317K $0 1 0.04% Maintained
2769
Summit Financial Wealth Advisors
Summit Financial Wealth Advisors
Louisiana
$317K +$302K 1 0.07% New
2770
E.S. Barr & Co
E.S. Barr & Co
Kentucky
$315K -$7.13K 1 0.02% Reduced
2771
CHA
Cooper/Haims Advisors
New York
$314K +$285K 1 0.21% New
2772
Everhart Financial Group
Everhart Financial Group
Ohio
$313K +$284K 1 0.22% New
2773
Dearborn Partners
Dearborn Partners
Illinois
$312K $0 1 0.01% Maintained
2774
First Commonwealth Financial Corp
First Commonwealth Financial Corp
Pennsylvania
$312K +$11.6K 1 0.11% Increased
2775
CPA
Cowen Prime Advisors
New York
$310K $0 1 0.11% Maintained