← 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
3101
SC
Sawyer & Company
Massachusetts
$32K $0 1 0.01% Maintained
3102
Godsey & Gibb Inc
Godsey & Gibb Inc
Virginia
$31.7K $0 3 0% Maintained
3103
Novem Group
Novem Group
New York
$30.5K -$128K 1 0% Reduced
3104
DiNuzzo Private Wealth
DiNuzzo Private Wealth
Pennsylvania
$30.5K +$953 6 0% Increased
3105
RTL
Red Tortoise LLC
Georgia
$30.3K -$3.64K 3 0.01% Reduced
3106
BRWM
Blue Rock Wealth Management
North Carolina
$30K $0 1 0.02% Maintained
3107
BCM
Boreal Capital Management
Florida
$29.7K -$409K 3 0.02% Reduced
3108
FNWA
Financial Network Wealth Advisors
Utah
$29.5K +$5.68K 6 0.03% Increased
3109
SWP
SIMA Wealth Partners
Virginia
$29.4K $0 1 0.02% Maintained
3110
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$29.1K $0 2 0.03% Maintained
3111
Sigma Investment Counselors
Sigma Investment Counselors
Michigan
$29.1K $0 1 0% Maintained
3112
Key Financial Inc
Key Financial Inc
Pennsylvania
$29K -$677 6 0.01% Reduced
3113
Drucker Wealth 3.0
Drucker Wealth 3.0
New Jersey
$28.8K +$26K 1 0.01% New
3114
PS
Pinney & Scofield
Massachusetts
$28.8K $0 2 0.02% Maintained
3115
Provenance Wealth Advisors
Provenance Wealth Advisors
Florida
$28.1K $0 1 0% Maintained
3116
FS
Financially Speaking
Colorado
$28.1K +$15.2K 3 0.02% Increased
3117
BFS
Bare Financial Services
Pennsylvania
$28K +$6.72K 8 0.01% Increased
3118
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
$27.8K -$848K 3 0.06% Reduced
3119
NECFA
New England Capital Financial Advisors
Connecticut
$27.6K $0 3 0.01% Maintained
3120
SWIM
Smallwood Wealth Investment Management
New Jersey
$27.4K +$1.43K 5 0.01% Increased
3121
Country Trust Bank
Country Trust Bank
Illinois
$27.1K +$4.6K 4 0% Increased
3122
TPBG
Turning Point Benefit Group
Maryland
$26.6K +$27.8K 5 0.02% New
3123
TFG
Team Financial Group
California
$25.5K +$21.6K 2 0.01% Increased
3124
LAM
LOM Asset Management
$25K $0 1 0.01% Maintained
3125
CWM
Crowley Wealth Management
Delaware
$24.1K $0 4 0.02% Maintained