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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
651
SAM
Securian Asset Management
Minnesota
$4.98M -$792K 2 0.15% Reduced
652
SBCM
Schwerin Boyle Capital Management
Massachusetts
$4.98M -$2.27M 1 0.58% Reduced
653
PWG
Portside Wealth Group
Utah
$4.98M +$1.69K 1 0.94% Increased
654
Great Valley Advisor Group
Great Valley Advisor Group
Delaware
$4.97M -$472K 5 0.21% Reduced
655
MIG
McGuire Investment Group
Rhode Island
$4.97M +$536K 2 0.96% Increased
656
Level Four Advisory Services
Level Four Advisory Services
Texas
$4.95M +$228K 2 0.32% Increased
657
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
$4.92M $0 1 0.7% Maintained
658
FA
FDx Advisors
Illinois
$4.92M -$6.17M 5 0.41% Reduced
659
DIS
Diversified Investment Strategies
Louisiana
$4.91M +$51.8K 2 3.73% Increased
660
ACM
Ardent Capital Management
Ohio
$4.9M +$1.5M 1 2.77% Increased
661
ROC
Robertson Opportunity Capital
Texas
$4.89M +$1.73M 1 2.31% Increased
662
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$4.89M -$247K 1 0.2% Reduced
663
GAM
Goldentree Asset Management
New York
$4.86M -$5.99M 3 0.51% Reduced
664
LIM
Lathrop Investment Management
Arkansas
$4.86M -$873K 1 1.05% Reduced
665
WC
Whitney & Co
New York
$4.86M +$48.7K 1 0.73% Increased
666
LBP AM
LBP AM
France
$4.82M +$442K 2 0.11% Increased
667
RCW
Rheos Capital Works
Japan
$4.81M $0 2 0.29% Maintained
668
Dai-ichi Life Insurance Company
Dai-ichi Life Insurance Company
Japan
$4.81M -$54K 2 0.11% Reduced
669
WP
Waycross Partners
Kentucky
$4.76M +$286K 1 1.05% Increased
670
Equitable Holdings
Equitable Holdings
New York
$4.75M +$1.13M 5 0.07% Increased
671
ICP
Ironvine Capital Partners
Nebraska
$4.74M +$4.17K 1 0.61% Increased
672
JC
Jacobs & Co
California
$4.73M -$147K 1 0.59% Reduced
673
NP
Ninepoint Partners
Ontario, Canada
$4.73M +$629K 5 0.45% Increased
674
LC
Longitude (Cayman)
Cayman Islands
$4.71M -$1.3M 3 3% Reduced
675
SEC
Seven Eight Capital
New York
$4.71M +$3.57M 2 0.55% Increased