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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
2951
MFT
Moisand Fitzgerald Tamayo
Florida
$180K $0 3 0.06% Maintained
2952
OQS
Occudo Quantitative Strategies
Florida
$180K -$1.62M 1 0.01% Reduced
2953
VEA
Virtus ETF Advisers
New York
$179K -$9.3K 1 0.08% Reduced
2954
FCM
Firestone Capital Management
Florida
$171K $0 4 0.06% Maintained
2955
CIM
Corbyn Investment Management
Maryland
$169K $0 1 0.06% Maintained
2956
HFS
HBC Financial Services
Washington
$169K +$27K 3 0.11% Increased
2957
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
$165K $0 2 0.2% Maintained
2958
CWAF
Core Wealth Advisors (Florida)
Florida
$163K +$64K 3 0.11% Increased
2959
PK
Pflug Koory
Nebraska
$160K $0 2 0.09% Maintained
2960
AL
ADE LLC
Maryland
$153K $0 3 0.14% Maintained
2961
AIL
AGF Investments LLC
Ontario, Canada
$153K -$134K 1 0.02% Reduced
2962
Altshuler Shaham
Altshuler Shaham
Israel
$151K -$511K 4 0% Reduced
2963
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$150K -$9.93K 2 0.01% Reduced
2964
PGAM
Princeton Global Asset Management
New Jersey
$150K $0 1 0.04% Maintained
2965
RG
Retirement Group
California
$149K +$27.4K 6 0.07% Increased
2966
PO
Private Ocean
California
$148K +$22.6K 4 0.02% Increased
2967
SWM
Sugarloaf Wealth Management
Georgia
$147K +$20.5K 6 0.03% Increased
2968
UAML
US Asset Management LLC
Pennsylvania
$146K +$160K 2 0.14% New
2969
PH
Pinnacle Holdings
Oklahoma
$142K +$153K 1 0.06% New
2970
AWM
Activest Wealth Management
Florida
$141K +$40K 5 0.09% Increased
2971
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$139K $0 2 0.09% Maintained
2972
MIG
Mariner Investment Group
New York
$138K +$137K 1 0.37% New
2973
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$138K $0 2 0% Maintained
2974
Arax Advisory Partners
Arax Advisory Partners
Colorado
$136K -$212K 5 0.02% Reduced
2975
Peconic Partners
Peconic Partners
New York
$136K $0 1 0.01% Maintained