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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
3501
IIC
Integrated Investment Consultants
Michigan
$0 -$448K 0 – Closed
3502
IAA
Ironsides Asset Advisors
North Carolina
$0 -$253K 0 – Closed
3503
ILCM
Ivy Lane Capital Management
Florida
$0 -$2.21M 0 – Closed
3504
JWM
Jacksonville Wealth Management
Florida
$0 -$340K 0 – Closed
3505
JAM
Jacobs Asset Management
New York
$0 -$3.96M 0 – Closed
3506
JF
Joule Financial
Kentucky
$0 -$1.19M 0 – Closed
3507
JWM
JPL Wealth Management
Colorado
$0 -$3.2M 0 – Closed
3508
JPMIA
J.P. Marvel Investment Advisors
Massachusetts
$0 -$4.04M 0 – Closed
3509
Junto Capital Management
Junto Capital Management
New York
$0 -$25.4M 0 – Closed
3510
JWM
Jupiter Wealth Management
Colorado
$0 -$166K 0 – Closed
3511
KRW
Kaufman Rossin Wealth
Florida
$0 -$217K 0 – Closed
3512
KWM
Kiker Wealth Management
Georgia
$0 -$796K 0 – Closed
3513
KWMG
King Wealth Management Group
Florida
$0 -$211K 0 – Closed
3514
KJHP
K.J. Harrison & Partners
Ontario, Canada
$0 -$4.13M 0 – Closed
3515
KPPF
Klein Pavlis & Peasley Financial
California
$0 -$974K 0 – Closed
3516
KWM
Koa Wealth Management
California
$0 -$1.09M 0 – Closed
3517
KHC
Koesten Hirschmann & Crabtree
Kansas
$0 -$8.89K 0 – Closed
3518
KA
Kure Advisory
Minnesota
$0 -$231K 0 – Closed
3519
LHWM
Lake Hills Wealth Management
Texas
$0 -$658K 0 – Closed
3520
LSPW
Lake Street Private Wealth
Illinois
$0 -$92.8K 0 – Closed
3521
LPFG
Landing Point Financial Group
Ohio
$0 -$286K 0 – Closed
3522
LFP
Leeward Financial Partners
Washington
$0 -$716K 0 – Closed
3523
LCP
LGT Capital Partners
Switzerland
$0 -$798K 0 – Closed
3524
LGT Fund Management
LGT Fund Management
Liechtenstein
$0 -$2.47M 0 – Closed
3525
LWM
Lighthouse Wealth Management
Ohio
$0 -$218K 0 – Closed