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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
ICM
Islay Capital Management
Texas
$4.56K -$235 1 0% Reduced
3277
EIP
Essential Investment Partners
Colorado
$4.55K +$6.02K 2 0% New
3278
PWM
Proathlete Wealth Management
Florida
$4.23K +$649 3 0% Increased
3279
MSWA
Marshall & Sterling Wealth Advisors
New York
$3.97K -$6.79K 2 0% Reduced
3280
Meridian Wealth Advisors
Meridian Wealth Advisors
Texas
$3.86K -$200K 1 0% Reduced
3281
LC
Luminist Capital
Michigan
$3.8K +$3.22K 2 0% Increased
3282
Performa Ltd (US)
Performa Ltd (US)
South Carolina
$3.62K $0 1 0% Maintained
3283
FA
Fountainhead AM
New Jersey
$3.55K -$417K 1 0.01% Reduced
3284
Pure Financial Advisors
Pure Financial Advisors
California
$3.51K -$231K 1 0% Reduced
3285
CB
Centennial Bank
Arkansas
$3.5K $0 1 0% Maintained
3286
CW
CrossGen Wealth
North Carolina
$3.34K +$3.56K 2 0% New
3287
SA
Seneschal Advisors
Washington
$3.32K $0 5 0% Maintained
3288
1NWS
1 North Wealth Services
Maryland
$3.27K $0 1 0% Maintained
3289
RF
Robbins Farley
New Hampshire
$3.16K -$1.23K 2 0% Reduced
3290
FWA
Flagship Wealth Advisors
Massachusetts
$2.93K -$68.6K 1 0% Reduced
3291
NL
NorthAvenue LLC
Ohio
$2.84K +$3.59K 3 0% New
3292
CFS
CGC Financial Services
Oregon
$2.8K $0 2 0% Maintained
3293
IF
IRON Financial
Illinois
$2.75K +$5.15K 1 0% New
3294
Atlas Legacy Advisors
Atlas Legacy Advisors
California
$2.44K +$2.86K 1 0% New
3295
CWA
Carolina Wealth Advisors
South Carolina
$2.34K +$2.6K 1 0% New
3296
LIA
Luken Investment Analytics
Tennessee
$2.11K +$690 2 0% Increased
3297
GFL
Granite FO LLC
New Hampshire
$2.04K $0 2 0% Maintained
3298
Kimelman & Baird
Kimelman & Baird
New York
$2.04K $0 1 0% Maintained
3299
CFS
Compass Financial Services
Iowa
$2.01K $0 1 0% Maintained
3300
CKW Financial Group
CKW Financial Group
Hawaii
$2K $0 2 0% Maintained