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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
1026
Moody National Bank Trust Division
Moody National Bank Trust Division
Texas
$5.72M -$34.9K 6 0.47% Reduced
1027
Mitchell Capital Management
Mitchell Capital Management
Kansas
$5.7M -$320K 1 0.87% Reduced
1028
Heck Capital Advisors
Heck Capital Advisors
Wisconsin
$5.69M +$48.4K 2 0.34% Increased
1029
Virtue Capital Management
Virtue Capital Management
Tennessee
$5.69M +$3.14M 1 0.76% Increased
1030
Kentucky Retirement Systems Insurance Trust Fund
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.68M +$216K 5 0.34% Increased
1031
Symmetry Investments
Symmetry Investments
Jersey
$5.66M +$6.69M 6 0.38% Increased
1032
Cache Advisors
Cache Advisors
California
$5.66M +$3.39M 3 0.48% Increased
1033
Miracle Mile Advisors
Miracle Mile Advisors
California
$5.63M -$6.81K 3 0.07% Reduced
1034
Permit Capital
Permit Capital
Pennsylvania
$5.61M $0 1 1.57% Maintained
1035
Venturi Wealth Management
Venturi Wealth Management
Texas
$5.58M +$453K 7 0.22% Increased
1036
Everence Capital Management
Everence Capital Management
Indiana
$5.54M +$930K 6 0.29% Increased
1037
Oasis Advisors
Oasis Advisors
Iowa
$5.53M -$5.3M 2 3.59% Reduced
1038
Certuity
Certuity
Florida
$5.52M +$407K 7 0.27% Increased
1039
Elevatus Welath Management
Elevatus Welath Management
New York
$5.51M +$5.61M 5 1.34% New
1040
Centaurus Financial
Centaurus Financial
California
$5.5M -$1.37M 7 0.21% Reduced
1041
Belpointe Asset Management
Belpointe Asset Management
Nevada
$5.48M -$1.81M 8 0.18% Reduced
1042
BBR Partners
BBR Partners
New York
$5.48M -$805K 3 0.26% Reduced
1043
Burkehill Global Management
Burkehill Global Management
New York
$5.47M -$74.6M 1 0.2% Reduced
1044
MO
McMillan Office
Michigan
$5.45M -$108K 2 0.63% Reduced
1045
Stokes Family Office
Stokes Family Office
Louisiana
$5.43M +$1.03M 2 0.63% Increased
1046
Arlington Capital Management
Arlington Capital Management
Illinois
$5.42M -$7.52M 2 3.37% Reduced
1047
GFG
Genesis Financial Group
New Jersey
$5.42M +$5.86M 4 3.52% Increased
1048
NIA Impact Advisors
NIA Impact Advisors
California
$5.41M +$67.1K 1 2.24% Increased
1049
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC.
New York
$5.41M +$1.13M 1 0.15% Increased
1050
SteelPeak Wealth
SteelPeak Wealth
California
$5.41M -$2.71M 10 0.14% Reduced