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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
3101
EIP
Ellis Investment Partners
Pennsylvania
$5K -$9.28K 1 0% Reduced
3102
LIM
Longfellow Investment Management
Massachusetts
$5K $0 1 0% Maintained
3103
TWP
TFO Wealth Partners
Ohio
$5K -$116K 3 0% Reduced
3104
HCM
Horrell Capital Management
Arkansas
$3K +$3.38K 1 0% New
3105
JMF
Johnson Midwest Financial
Iowa
$3K +$2.6K 1 0% New
3106
SJIM
St. Johns Investment Management
Florida
$3K $0 1 0% Maintained
3107
AIA
Arcadia Investment Advisors
Idaho
$2.33K +$2.11K 1 0% New
3108
DWA
Delos Wealth Advisors
Texas
$2K +$2.32K 1 0% New
3109
DWA
Dougherty Wealth Advisers
Minnesota
$2K $0 1 0% Maintained
3110
EW
Element Wealth
Mississippi
$2K +$1.67K 1 0% New
3111
TAM
Tucker Asset Management
Colorado
$1.77K -$54.9K 1 0% Reduced
3112
ATC
Adirondack Trust Company
New York
$1K $0 1 0% Maintained
3113
FCMT
Founders Capital Management (Texas)
Texas
$1K +$970 1 0% New
3114
PCFFS
Pacific Center for Financial Services
California
$1K +$519 1 0% New
3115
YAL
Your Advocates Ltd
Texas
$1K +$1.16K 1 0% New
3116
5NCM
59 North Capital Management
Texas
$0 -$5.74M 0 – Closed
3117
AFA
Abacus FCF Advisors
Florida
$0 -$1.18M 0 – Closed
3118
APF
Alaska Permanent Fund
Alaska
$0 -$5.74M 0 – Closed
3119
AG
AlphaSimPlex Group
Massachusetts
$0 -$267K 0 – Closed
3120
AWA
Alta Wealth Advisors
Massachusetts
$0 -$984K 0 – Closed
3121
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$0 -$45.4M 0 – Closed
3122
ACMH
Andar Capital Management (HK)
Hong Kong
$0 -$2.73M 0 – Closed
3123
AAM
Anglepoint Asset Management
Cayman Islands
$0 -$73.9M 0 – Closed
3124
Appaloosa LP
Appaloosa LP
New Jersey
$0 -$42.5M 0 – Closed
3125
ACM
Ariose Capital Management
Hong Kong
$0 -$5.52M 0 – Closed