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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
Epoch Investment Partners
Epoch Investment Partners
New York
$0 -$37.5M 0 – Closed
2752
EFS
Essex Financial Services
Connecticut
$0 -$299K 0 – Closed
2753
FA
Fagan Associates
New York
$0 -$362K 0 – Closed
2754
FWM
Fairhaven Wealth Management
Illinois
$0 -$1.9M 0 – Closed
2755
FM
Family Management
New York
$0 -$1.47M 0 – Closed
2756
FLC
Fifth Lane Capital
Texas
$0 -$273K 0 – Closed
2757
FEG
Financial Enhancement Group
Indiana
$0 -$9K 0 – Closed
2758
FMN
Financial Management Network
California
$0 -$331K 0 – Closed
2759
First Command Advisory Services
First Command Advisory Services
Texas
$0 +$3.52K 1 0% New
2760
First Merchants Corp
First Merchants Corp
Indiana
$0 -$1.23M 0 – Closed
2761
FNC
First National Corp
Massachusetts
$0 -$222K 0 – Closed
2762
FTB
First Trust Bank
Bahamas
$0 -$4.31M 0 – Closed
2763
FTCM
First Trust Capital Management
Illinois
$0 -$7.18M 0 – Closed
2764
FWC
First Washington Corp
Washington
$0 -$1.41M 0 – Closed
2765
FA
Flagstar Advisors
New York
$0 -$16.3K 0 – Closed
2766
FWM
Foresight Wealth Management
Utah
$0 -$406K 0 – Closed
2767
FPCP
Fort Point Capital Partners
California
$0 -$570K 0 – Closed
2768
FCMT
Founders Capital Management (Texas)
Texas
$0 $0 1 0% Maintained
2769
FP
Foundry Partners
Minnesota
$0 -$11.9M 0 – Closed
2770
FA
Fountainhead AM
New Jersey
$0 -$248K 0 – Closed
2771
FM
Freemont Management
Switzerland
$0 -$154K 0 – Closed
2772
FFWA
FRG Family Wealth Advisors
Washington
$0 -$270K 0 – Closed
2773
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$0 -$5.74M 0 – Closed
2774
Fundsmith Investment Services
Fundsmith Investment Services
Mauritius
$0 -$210M 0 – Closed
2775
Fundsmith LLP
Fundsmith LLP
United Kingdom
$0 -$483M 0 – Closed