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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
2901
PAM
Paradigm Asset Management
New York
$24.2K $0 1 0.01% Maintained
2902
FC
Fairscale Capital
New Hampshire
$24.1K $0 2 0.02% Maintained
2903
WTFG
Wood Tarver Financial Group
Idaho
$24K +$25.3K 4 0.01% New
2904
ACA
American Capital Advisory
Idaho
$24K +$5.12K 3 0.01% Increased
2905
KBFS
Kohmann Bosshard Financial Services
Ohio
$23.7K +$23.4K 7 0% New
2906
SWM
Sanctuary Wealth Management
Idaho
$23.1K -$13.6K 3 0.02% Reduced
2907
JGIA
Jackson Grant Investment Advisers
Connecticut
$23K -$1.23K 1 0.01% Reduced
2908
DWA
Delos Wealth Advisors
Texas
$22.4K +$20.4K 3 0.02% Increased
2909
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$22.2K -$6.46K 2 0% Reduced
2910
AWM
Atticus Wealth Management
Florida
$21.4K +$4.2K 3 0.01% Increased
2911
SWP
SIMA Wealth Partners
Virginia
$21.4K $0 1 0.02% Maintained
2912
CWM
Compass Wealth Management
Connecticut
$21.3K $0 1 0.01% Maintained
2913
PCC
Park Circle Company
Maryland
$21.3K $0 1 0.02% Maintained
2914
DFA
DHJJ Financial Advisors
Illinois
$20.9K +$176 4 0.01% Increased
2915
GGI
Godsey & Gibb Inc
Virginia
$20.7K $0 3 0% Maintained
2916
TC
Trust Company
Kansas
$20.2K +$3.01K 4 0% Increased
2917
MTC
Matrix Trust Company
Colorado
$20K +$1K 1 0% Increased
2918
SC
Swan Capital
Florida
$19.9K -$3.26K 8 0.01% Reduced
2919
Chilton Capital Management
Chilton Capital Management
Texas
$19.6K -$268K 2 0% Reduced
2920
IRAG
Investment Research & Advisory Group
Georgia
$18.6K $0 2 0.01% Maintained
2921
FCT
First Community Trust
Iowa
$18.5K $0 1 0.01% Maintained
2922
SRCM
Signature Resources Capital Management
California
$18.1K $0 1 0.02% Maintained
2923
VFPW
Vantage Financial Partners (Wisconsin)
Wisconsin
$18K -$511K 1 0% Reduced
2924
AWM
Accredited Wealth Management
Kentucky
$17.9K +$16.1K 4 0.02% New
2925
PFG
Putney Financial Group
California
$17.3K +$15.9K 2 0.02% New