← All themes

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
T2I
Turim 21 Investimentos
Brazil
$47K +$35.5K 1 0.02% Increased
3052
AW
Avion Wealth
Texas
$46K +$38.3K 1 0.01% Increased
3053
LAS
Lloyd Advisory Services
Georgia
$46K +$1.06K 1 0.02% Increased
3054
BAM
Bellevue Asset Management
Washington
$45K +$23.9K 4 0.03% Increased
3055
AWM
Avondale Wealth Management
Texas
$44K $0 1 0.04% Maintained
3056
SWM
Selective Wealth Management
Virginia
$43K +$6.6K 2 0.03% Increased
3057
3F
360 Financial
Minnesota
$42K +$40.5K 1 0.02% New
3058
RBC
Roble Belko & Company
Pennsylvania
$41K +$3.36K 4 0.01% Increased
3059
FI
FormulaFolio Investments
Michigan
$40K +$6.22K 6 0.01% Increased
3060
LPWM
Lake Point Wealth Management
Texas
$39K +$37.6K 5 0.02% New
3061
MAM
McCarthy Asset Management
California
$39K -$50K 2 0.03% Reduced
3062
JEST
JTC Employer Solutions Trustee
Jersey
$38K +$34.3K 1 0.01% New
3063
TIM
Tortoise Investment Management
New York
$35K +$16.1K 2 0.01% Increased
3064
NICM
Neo Ivy Capital Management
New York
$34K +$2.99K 1 0.03% Increased
3065
RCM
Regency Capital Management
Hawaii
$34K +$4.64K 2 0.03% Increased
3066
CPWM
Cypress Point Wealth Management
Texas
$30K $0 2 0.02% Maintained
3067
APW
Acima Private Wealth
Virginia
$29K $0 1 0.01% Maintained
3068
FA
Financial Advantage
Maryland
$29K $0 1 0.02% Maintained
3069
SC
Sawyer & Company
Massachusetts
$29K +$22.5K 1 0.01% Increased
3070
SFA
Semmax Financial Advisors
North Carolina
$27K $0 1 0.01% Maintained
3071
SC
Steph & Co
Wisconsin
$27K +$25.6K 1 0.02% New
3072
DI
Disciplined Investments
Oklahoma
$26K +$1.28K 3 0.01% Increased
3073
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K $0 1 0.02% Maintained
3074
PSIWM
Paradigm Strategies in Wealth Management
Minnesota
$24K +$22.7K 2 0.02% Increased
3075
Optiver Holding
Optiver Holding
Netherlands
$23K +$21.8K 1 0% New