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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
MSG
Main Street Group
Virginia
$90.4K +$7.48K 7 0.03% Increased
2902
AWM
Avondale Wealth Management
Texas
$90.2K -$28.8K 1 0.05% Reduced
2903
EWP
Elevation Wealth Partners
California
$89.7K -$3.04K 5 0.04% Reduced
2904
CMA
Cedar Mountain Advisors
Oregon
$89.4K +$1.61K 5 0.02% Increased
2905
EWM
Edge Wealth Management
New York
$88K $0 1 0.02% Maintained
2906
EPW
Evergreen Private Wealth
Colorado
$87.5K -$16.5K 4 0.04% Reduced
2907
BDL
Banque de Luxembourg
Luxembourg
$86.3K $0 1 0.05% Maintained
2908
KGP
Keystone Global Partners
Colorado
$86.2K $0 4 0.05% Maintained
2909
FWA
Flagship Wealth Advisors
Massachusetts
$82.2K $0 1 0.03% Maintained
2910
IWP
IAG Wealth Partners
Wisconsin
$81.4K -$25.5K 4 0.01% Reduced
2911
DF
Dunhill Financial
United Kingdom
$81.2K +$16.3K 5 0.02% Increased
2912
LHC
Little House Capital
Massachusetts
$77.4K +$6.83K 1 0.02% Increased
2913
CMP
Coston McIsaac & Partners
Maine
$76K -$67.8K 3 0.02% Reduced
2914
HFS
Hopwood Financial Services
Virginia
$75.4K -$1.05K 5 0.06% Reduced
2915
MHIP
Mountain Hill Investment Partners
New Jersey
$74.9K $0 1 0.06% Maintained
2916
FFWM
Future Financial Wealth Management
Ohio
$74.3K $0 1 0.05% Maintained
2917
Intact Investment Management
Intact Investment Management
Quebec, Canada
$74.3K +$68.5K 1 0% New
2918
NC
North Capital
Utah
$74.1K +$45.7K 6 0.06% Increased
2919
BCM
Birch Capital Management
Texas
$73.6K $0 1 0.04% Maintained
2920
IWM
Inlight Wealth Management
Georgia
$73.5K -$19.5K 1 0.04% Reduced
2921
EWM
Evolution Wealth Management
Florida
$73.1K +$53.3K 5 0.09% New
2922
WWM
Wolff Wiese Magana
California
$72.3K +$4.33K 9 0.04% Increased
2923
T
Tidemark
California
$72K -$271K 6 0.02% Reduced
2924
VFM
Vision Financial Markets
Connecticut
$70.9K +$3.04K 11 0.07% Increased
2925
HFM
Hartford Financial Management
Connecticut
$69.9K -$14.9K 3 0.02% Reduced