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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
3051
NWM
Nova Wealth Management
Florida
$5.72K -$9.62K 3 0% Reduced
3052
I
INVST
Indiana
$5.71K $0 1 0% Maintained
3053
CWIG
Chung Wu Investment Group
Texas
$5.7K +$2.18K 2 0% Increased
3054
BWA
BlueChip Wealth Advisors
Georgia
$5.66K -$57.6K 1 0% Reduced
3055
GFA
Godfrey Financial Associates
New York
$5.37K $0 7 0% Maintained
3056
ICM
Islay Capital Management
Texas
$5.32K $0 1 0% Maintained
3057
AWM
Apex Wealth Management
New Hampshire
$5.17K -$9.39K 1 0% Reduced
3058
SFAM
Sawyer Falduto Asset Management
Illinois
$4.87K $0 1 0% Maintained
3059
DF
DecisionPoint Financial
Arizona
$4.78K -$4.7K 10 0% Reduced
3060
T
Transce3nd
Texas
$4.61K $0 1 0.04% Maintained
3061
PWS
Precision Wealth Strategies
Missouri
$4.55K +$5.48K 1 0% New
3062
AF
Align Financial
Minnesota
$4.47K -$3.74K 3 0% Reduced
3063
PWM
Proathlete Wealth Management
Florida
$4.43K +$767 3 0% Increased
3064
GWS
Greykasell Wealth Strategies
California
$4.32K -$1.04K 1 0% Reduced
3065
BMC
Bear Mountain Capital
Washington
$4.07K $0 1 0% Maintained
3066
MTCM
Mint Tower Capital Management
Netherlands
$4K +$7.65K 1 0% New
3067
MIM
Manitou Investment Management
Ontario, Canada
$3.96K $0 2 0% Maintained
3068
MCRM
Midway Capital Research & Management
Illinois
$3.89K $0 1 0% Maintained
3069
KTC
Kentucky Trust Company
Kentucky
$3.87K $0 1 0% Maintained
3070
UFPG
United Financial Planning Group
New York
$3.78K -$272 3 0% Reduced
3071
CW
CrossGen Wealth
North Carolina
$3.75K $0 2 0% Maintained
3072
BIM
Bullseye Investment Management
Ohio
$3.75K $0 1 0% Maintained
3073
PCFFS
Pacific Center for Financial Services
California
$3.5K $0 3 0% Maintained
3074
SFS
Sunrise Financial Services
Washington
$3.5K -$3.77K 2 0% Reduced
3075
RF
Robbins Farley
New Hampshire
$3.45K $0 2 0% Maintained