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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
2926
RP
Raelipskie Partnership
Ontario, Canada
$17.2K -$13.4K 1 0.01% Reduced
2927
SNB
Security National Bank
Nebraska
$17.1K +$16.8K 1 0% New
2928
WBC
West Branch Capital
Massachusetts
$17.1K -$84 1 0.01% Reduced
2929
PP
PrairieView Partners
Minnesota
$17K $0 2 0% Maintained
2930
FRA
Front Row Advisors
California
$16.9K $0 3 0.01% Maintained
2931
DCM
Davis Capital Management
Florida
$16.8K $0 3 0.01% Maintained
2932
CAIM
Catherine Avery Investment Management
Florida
$16.5K +$18.8K 2 0.01% New
2933
CW
Curio Wealth
Maryland
$16.4K +$16.2K 2 0.01% New
2934
CSC
Caldwell Sutter Capital
California
$16.3K $0 5 0.01% Maintained
2935
GXJ
Global X Japan
Japan
$16.1K -$10K 1 0% Reduced
2936
LAMC
Longview Asset Management (California)
California
$16K +$15.7K 1 0.01% New
2937
PS
PayPay Securities
Japan
$15.3K +$10.6K 4 0.66% Increased
2938
BFPW
BOK Financial Private Wealth
Colorado
$15.1K $0 1 0% Maintained
2939
NA
Nordwand Advisors
Pennsylvania
$14.6K -$5.97K 2 0.01% Reduced
2940
CNBTD
Citizens National Bank Trust Department
Mississippi
$14.5K -$30.7K 2 0% Reduced
2941
CB
Community Bank
New York
$14.5K $0 1 0% Maintained
2942
DPW
DiNuzzo Private Wealth
Pennsylvania
$14.5K +$530 4 0% Increased
2943
GWP
Gen-Wealth Partners
Michigan
$14.4K -$8.22K 4 0.01% Reduced
2944
LG
LAM Group
Oregon
$14.3K $0 3 0.01% Maintained
2945
KSWA
Kathleen S. Wright Associates
Pennsylvania
$14.3K $0 1 0.01% Maintained
2946
VWA
Valued Wealth Advisors
Utah
$14.2K -$1.16K 3 0.01% Reduced
2947
BAM
Bellevue Asset Management
Washington
$14.1K +$1.27K 4 0.01% Increased
2948
HGERS
Householder Group Estate & Retirement Specialist
Arizona
$14K -$404K 4 0.01% Reduced
2949
RDIA
RE Dickinson Investment Advisors
Iowa
$14K -$23 2 0.01% Reduced
2950
GK
Graney & King
New York
$13.6K +$13.3K 5 0.01% New