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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
3026
NWM
Navigation Wealth Management
Colorado
$61K +$14.8K 3 0.4% Increased
3027
APC
Aspire Private Capital
North Carolina
$60K -$459K 4 0.02% Reduced
3028
Cohen & Steers
Cohen & Steers
New York
$58K -$51.6K 1 0% Reduced
3029
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$54K $0 1 0.04% Maintained
3030
Optiver Holding
Optiver Holding
Netherlands
$54K +$32.5K 4 0% Increased
3031
ST
Sphinx Trading
Illinois
$54K +$50.2K 1 0.06% New
3032
BAM
Bellevue Asset Management
Washington
$53K +$10.7K 5 0.03% Increased
3033
MWM
Mascoma Wealth Management
New Hampshire
$53K +$58.2K 1 0.02% New
3034
TCM
TD Capital Management
Tennessee
$53K +$2.27K 1 0.01% Increased
3035
TIM
Tortoise Investment Management
New York
$53K +$23.4K 3 0.01% Increased
3036
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$52K $0 1 0.02% Maintained
3037
LD
Lipe & Dalton
New York
$52K $0 1 0.03% Maintained
3038
FFA
Freedman Financial Associates
Massachusetts
$49K $0 1 0.04% Maintained
3039
SGAM
Seaport Global Asset Management
New York
$48K $0 1 0.12% Maintained
3040
KI
Kapitalo Investimentos
Brazil
$45.5K +$49.2K 1 0.02% New
3041
GLLW
Graves Light Lenhart Wealth
Virginia
$44K $0 2 0.01% Maintained
3042
PC
Pecaut & Co
Iowa
$40K +$42.1K 1 0.02% New
3043
AWM
Avondale Wealth Management
Texas
$39K $0 1 0.04% Maintained
3044
CB
Community Bank
New York
$38K +$25.7K 3 0% Increased
3045
IF
Ironwood Financial
Arizona
$37K +$28.4K 6 0.01% Increased
3046
HFS
Horizon Financial Services
North Carolina
$36K -$27.7K 1 0.02% Reduced
3047
VRM
Vectors Research Management
New York
$36K -$34.9K 1 0.01% Reduced
3048
MAM
McCarthy Asset Management
California
$35K $0 2 0.03% Maintained
3049
RBC
Roble Belko & Company
Pennsylvania
$34K -$3.96K 5 0.01% Reduced
3050
SC
Sawyer & Company
Massachusetts
$34K +$8.51K 1 0.02% Increased