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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
3126
WA
Walsh & Associates
Florida
$900 -$380 2 0% Reduced
3127
BIM
Breakwater Investment Management
Washington
$874 +$541 2 0% Increased
3128
GCS
Gordian Capital (Singapore)
Singapore
$869 -$123K 1 0% Reduced
3129
WFA
West Financial Advisors
Iowa
$778 +$819 1 0% New
3130
BDPWM
Barnes Dennig Private Wealth Management
Ohio
$777 $0 1 0% Maintained
3131
EIP
Essential Investment Partners
Colorado
$742 $0 2 0% Maintained
3132
3FI
3 Factor Indexing
California
$494 -$175 4 0% Reduced
3133
FRA
Front Row Advisors
California
$484 -$8.75K 2 0% Reduced
3134
RJA
Ross\Johnson & Associates
Minnesota
$477 +$212 3 0.01% Increased
3135
RPA
Redwood Park Advisors
California
$475 +$500 1 0% New
3136
PP
Pacifica Partners
Canada
$426 -$1.11K 1 0% Reduced
3137
NWS
Nvest Wealth Strategies
Ohio
$402 $0 1 0% Maintained
3138
MHIP
Mountain Hill Investment Partners
New Jersey
$345 -$45.5K 1 0% Reduced
3139
OW
Olistico Wealth
Oklahoma
$304 $0 1 0% Maintained
3140
PIS
POM Investment Strategies
North Carolina
$80 +$84 1 0% New
3141
MCA
Midwest Capital Advisors
Michigan
$35 $0 1 0% Maintained
3142
MASM
MH & Associates Securities Management
California
$28 $0 1 0% Maintained
3143
CIM
Contravisory Investment Management
Massachusetts
$22 +$23 1 0% New
3144
1I
1888 Investments
Colorado
$0 -$11.6M 0 – Closed
3145
APG
Abacus Planning Group
South Carolina
$0 -$193K 0 – Closed
3146
AWP
Abacus Wealth Partners
California
$0 -$65.6M 0 – Closed
3147
ABN AMRO Bank
ABN AMRO Bank
Netherlands
$0 -$666K 0 – Closed
3148
ACM
ACT Capital Management
Pennsylvania
$0 -$572K 0 – Closed
3149
AT
Adelphi Trust
Florida
$0 -$486K 0 – Closed
3150
AP
Advisors Preferred
Maryland
$0 -$187K 0 – Closed