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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
2876
HC
Hourglass Capital
Texas
$237K +$215K 1 0.06% New
2877
Welch Group
Welch Group
Alabama
$237K +$215K 1 0.02% New
2878
CCM
Cohen Capital Management
California
$236K +$214K 1 0.04% New
2879
HIM
Hanlon Investment Management
New Jersey
$236K -$3.96K 1 0.05% Reduced
2880
SSW
Smith Shellnut Wilson
Mississippi
$236K +$214K 1 0.14% New
2881
VFG
V2 Financial group
Illinois
$233K +$211K 1 0.2% New
2882
BSSFA
Baron Silver Stevens Financial Advisors
Florida
$233K +$212K 1 0.06% New
2883
PP
Pacifica Partners
Canada
$233K -$12.4K 2 0.18% Reduced
2884
FCCM
First City Capital Management
Georgia
$232K +$223K 1 0.13% New
2885
LJAC
L.J. Altfest & Co
New York
$231K +$209K 1 0.05% New
2886
WC
Wexford Capital
Florida
$231K +$210K 1 0.03% New
2887
WA
Wealth Advisors
California
$230K +$79.2K 1 0.08% Increased
2888
GA
GFS Advisors
Texas
$228K +$215K 1 0.05% New
2889
KIG
Kessler Investment Group
Indiana
$228K +$63.8K 3 0.18% Increased
2890
MWC
MBM Wealth Consultants
Missouri
$228K $0 1 0.11% Maintained
2891
VWM
Venturi Wealth Management
Texas
$228K +$207K 1 0.02% New
2892
RI
Redwood Investments
Massachusetts
$227K -$294K 1 0.02% Reduced
2893
XF
XML Financial
Maryland
$225K +$204K 1 0.05% New
2894
LWMG
Levy Wealth Management Group
Pennsylvania
$223K +$202K 1 0.13% New
2895
CAM
Concorde Asset Management
Michigan
$222K +$202K 1 0.12% New
2896
DPI
Diversified Portfolios Inc
Michigan
$222K +$201K 1 0.08% New
2897
PGIM Custom Harvest
PGIM Custom Harvest
New Jersey
$222K +$210K 1 0.04% New
2898
PCMK
Paragon Capital Management (Kansas)
Kansas
$221K $0 1 0.11% Maintained
2899
SIS
Sound Income Strategies
Florida
$221K -$30.9K 4 0.03% Reduced
2900
DMC
Drexel Morgan & Co
Pennsylvania
$220K -$684K 1 0.06% Reduced