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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
601
BWFA
Baltimore-Washington Financial Advisors
Maryland
$21K +$21.3K 1 0.01% New
602
IRS
Invictus RG (Singapore)
Singapore
$19K -$348K 1 0.02% Reduced
603
Capital Guardian Trust
Capital Guardian Trust
California
$18K +$18.2K 1 0% New
604
GLI
Guardian Life Insurance
New York
$18K -$5.53K 1 0% Reduced
605
Acadian Asset Management
Acadian Asset Management
Massachusetts
$17K -$32M 2 0% Reduced
606
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$16K -$4.44K 1 0.01% Reduced
607
OC
Oakworth Capital
Alabama
$16K $0 1 0.01% Maintained
608
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$15K $0 1 0% Maintained
609
VanEck Associates
VanEck Associates
New York
$14K +$6.21K 1 0% Increased
610
AA
Apriem Advisors
California
$13K -$8.44K 1 0% Reduced
611
Colony Group
Colony Group
Massachusetts
$13K $0 2 0% Maintained
612
JWA
JFS Wealth Advisors
Pennsylvania
$13K $0 1 0.01% Maintained
613
Smithfield Trust
Smithfield Trust
Pennsylvania
$13K $0 1 0% Maintained
614
SSG
Summit Securities Group
New York
$13K -$153K 1 0.01% Reduced
615
NSIM
North Star Investment Management
Illinois
$12K $0 1 0% Maintained
616
BKA
Brick & Kyle Associates
Pennsylvania
$11K $0 1 0.01% Maintained
617
CHP
Cable Hill Partners
Oregon
$11K $0 1 0.01% Maintained
618
Central Trust Company
Central Trust Company
Missouri
$11K $0 1 0% Maintained
619
RFA
Reilly Financial Advisors
California
$11K +$11.3K 1 0% New
620
GP
Grow Partners
California
$10K -$430K 1 0.21% Reduced
621
FANJ
Financial Architects (New Jersey)
New Jersey
$9K +$8.76K 1 0% New
622
HR
Howe & Rusling
New York
$8K $0 1 0% Maintained
623
LFR
Lehman Financial Resources
Pennsylvania
$8K $0 1 0% Maintained
624
TCOV
Trust Company of Vermont
Vermont
$8K $0 1 0% Maintained
625
MUS
Mitsubishi UFJ Securities
Japan
$7K +$6.77K 1 0.02% New