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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
3276
WMWM
Whitaker-Myers Wealth Managers
Ohio
$0 -$836K 0 – Closed
3277
WH
Whitcomb & Hess
Ohio
$0 -$47.7K 0 – Closed
3278
WH
Willner & Heller
California
$0 -$134K 0 – Closed
3279
WWA
Wingate Wealth Advisors
Massachusetts
$0 -$43.9K 0 – Closed
3280
WFA
WMG Financial Advisors
Tennessee
$0 -$208K 0 – Closed
3281
WP
WMS Partners
Maryland
$0 -$270K 0 – Closed
3282
WAM
Worth Asset Management
Texas
$0 -$1.61M 0 – Closed
3283
WVP
Worth Venture Partners
New Jersey
$0 -$281K 0 – Closed
3284
WRBC
W.R. Berkley Corp
Connecticut
$0 -$821K 0 – Closed
3285
WAM
WT Asset Management
Hong Kong
$0 -$1.53M 0 – Closed
3286
YL
YCG LLC
Texas
$0 -$264K 0 – Closed
3287
YCG
Yeomans Consulting Group
Georgia
$0 -$683K 0 – Closed
3288
ZDA
Zweig-DiMenna Associates
New York
$0 -$16.8M 0 – Closed