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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
901
VIA
Vickerman Investment Advisors
Washington
$2.21M -$14.5K 1 0.9% Reduced
902
IHT Wealth Management
IHT Wealth Management
Illinois
$2.21M +$90.9K 6 0.11% Increased
903
GMA
Glassy Mountain Advisors
Maryland
$2.2M +$52.3K 1 1.05% Increased
904
TGM
Tenzing Global Management
California
$2.19M +$2.44M 1 1.21% New
905
P
Pitcairn
Pennsylvania
$2.17M +$3.48K 2 0.18% Increased
906
FHA
Flagship Harbor Advisors
Massachusetts
$2.16M -$332K 2 0.18% Reduced
907
BCV
Banque Cantonale Vaudoise
Switzerland
$2.15M +$718K 6 0.11% Increased
908
RWA
Roberts Wealth Advisors
California
$2.15M +$32.9K 1 0.94% Increased
909
CCM
Cadian Capital Management
New York
$2.14M $0 1 0.09% Maintained
910
LAS
Lloyd Advisory Services
Georgia
$2.13M +$2.37M 1 0.7% New
911
NG
Norden Group
Utah
$2.13M +$2.37M 1 0.7% New
912
SGA
Strategic Global Advisors
California
$2.11M -$95.4K 1 0.35% Reduced
913
RMSCM
R.M. Sincerbeaux Capital Management
New York
$2.1M -$311K 1 1.6% Reduced
914
CMI
Clare Market Investments
Texas
$2.1M -$175K 3 0.82% Reduced
915
Pinnacle Financial Partners (Tennessee)
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.09M -$3.88M 1 0.05% Reduced
916
Brighton Jones LLC
Brighton Jones LLC
Washington
$2.09M -$164K 3 0.11% Reduced
917
Capital International Sarl
Capital International Sarl
California
$2.09M +$305K 1 0.1% Increased
918
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$2.08M -$104K 2 0.23% Reduced
919
NHT
New Hampshire Trust
New Hampshire
$2.07M +$735K 1 0.56% Increased
920
MCA
Martin Capital Advisors
Texas
$2.07M +$58.3K 2 2.01% Increased
921
RSS
Rosenblum Silverman Sutton
California
$2.07M -$329K 1 0.7% Reduced
922
Welch & Forbes
Welch & Forbes
Massachusetts
$2.06M -$180K 1 0.03% Reduced
923
Laird Norton Wetherby Wealth Management
Laird Norton Wetherby Wealth Management
California
$2.05M +$170K 2 0.12% Increased
924
HCP
Hiddenite Capital Partners
New York
$2.05M +$2.28M 1 1.37% New
925
Sigma Planning Corp
Sigma Planning Corp
Michigan
$2.05M -$729K 5 0.08% Reduced