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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
976
FA
Faithward Advisors
Pennsylvania
$6.52M +$1.86M 5 0.8% Increased
977
KeyBank National Association
KeyBank National Association
Ohio
$6.49M -$3.09M 7 0.02% Reduced
978
Ameritas Advisory Services
Ameritas Advisory Services
Nebraska
$6.49M +$6.44M 16 0.13% Increased
979
NP
Ninepoint Partners
Ontario, Canada
$6.48M -$919K 9 0.49% Reduced
980
VA
VestGen Advisors
Illinois
$6.46M -$936K 6 0.19% Reduced
981
Meridian Wealth Management
Meridian Wealth Management
Kentucky
$6.46M -$637K 5 0.2% Reduced
982
CCM
Consolidated Capital Management
California
$6.42M +$150K 1 1.71% Increased
983
AF
Ally Financial
Michigan
$6.4M +$361K 2 0.83% Increased
984
Avanza Fonder
Avanza Fonder
Sweden
$6.4M +$1.14M 5 0.14% Increased
985
Davenport & Co
Davenport & Co
Virginia
$6.37M -$290K 4 0.03% Reduced
986
KCPT
Kingstone Capital Partners Texas
Texas
$6.32M +$287K 1 3.37% Increased
987
MFAM
Motley Fool Asset Management
Virginia
$6.3M -$793K 2 0.24% Reduced
988
FA
Fagan Associates
New York
$6.29M +$315K 2 0.77% Increased
989
Madison Asset Management
Madison Asset Management
Wisconsin
$6.25M $0 1 0.07% Maintained
990
Choreo LLC
Choreo LLC
Illinois
$6.24M +$913K 10 0.07% Increased
991
AI
Aperture Investors
New York
$6.21M +$2.8M 1 0.56% Increased
992
CX Institutional
CX Institutional
Indiana
$6.2M +$426K 15 0.18% Increased
993
BFF
Byrne Financial Freedom
Massachusetts
$6.18M +$627K 1 2.41% Increased
994
SAM
Securian Asset Management
Minnesota
$6.17M -$155K 5 0.22% Reduced
995
OGM
OnyxPoint Global Management
New York
$6.17M -$14.1M 1 1.41% Reduced
996
PI
PFG Investments
New York
$6.16M +$508K 12 0.24% Increased
997
Waverly Advisors
Waverly Advisors
Alabama
$6.16M -$254K 10 0.04% Reduced
998
CM
Columbus Macro
Pennsylvania
$6.15M +$178K 1 0.6% Increased
999
ONGA
O'Neil Global Advisors
California
$6.15M +$5.57M 2 1.37% New
1000
UWM
Udine Wealth Management
Florida
$6.14M +$2.6M 2 2.53% Increased