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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
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$406K +$94.5K 1 0.03% Increased
1027
NCM
Narwhal Capital Management
Georgia
$405K +$216K 1 0.12% Increased
1028
NPA
Nichols & Pratt Advisers
Massachusetts
$403K -$32.2K 1 0.04% Reduced
1029
AIA
AIMZ Investment Advisors
California
$402K $0 1 0.36% Maintained
1030
BOTW
Bank of the West
California
$399K -$359K 1 0.06% Reduced
1031
AWA
ARS Wealth Advisors
Florida
$395K +$45.4K 1 0.18% Increased
1032
CC
Cedar Capital
Illinois
$394K +$61.1K 1 0.16% Increased
1033
FIM
Fernwood Investment Management
Massachusetts
$394K -$32.2K 1 0.38% Reduced
1034
UM
Ulysses Management
New York
$394K $0 1 0.06% Maintained
1035
PCA
Peddock Capital Advisors
Massachusetts
$391K -$5.14K 1 0.23% Reduced
1036
CONA
Capital One National Association
New York
$388K +$17.4K 1 0.03% Increased
1037
PVWM
Point View Wealth Management
New Jersey
$388K +$42.3K 1 0.22% Increased
1038
CAM
Cubic Asset Management
Massachusetts
$385K -$8.04K 1 0.12% Reduced
1039
MFW
Mosaic Family Wealth
Missouri
$382K -$91.4K 1 0.18% Reduced
1040
FL
Fort LP
Maryland
$380K -$22.4K 1 0.11% Reduced
1041
CFA
Camarda Financial Advisors
Florida
$379K +$49.1K 1 0.26% Increased
1042
SGI
Summit Global Investments
Utah
$379K +$371K 1 0.14% New
1043
Fiduciary Trust
Fiduciary Trust
Massachusetts
$369K +$84.5K 1 0.01% Increased
1044
HW
Hedeker Wealth
Illinois
$367K $0 1 0.3% Maintained
1045
First Horizon Advisors
First Horizon Advisors
Tennessee
$364K $0 3 0.05% Maintained
1046
CK
Cohen Klingenstein
New York
$363K $0 1 0.06% Maintained
1047
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$363K +$368K 2 0.04% New
1048
AIM
Acrospire Investment Management
Illinois
$362K +$161K 5 0.14% Increased
1049
LMR Partners
LMR Partners
United Kingdom
$362K -$69.8K 1 0.06% Reduced
1050
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$361K -$13.8K 2 0.05% Reduced