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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
1051
HW
Hedeker Wealth
Illinois
$400K $0 1 0.38% Maintained
1052
CK
Cohen Klingenstein
New York
$396K $0 1 0.06% Maintained
1053
YWP
YorkBridge Wealth Partners
New York
$393K +$82K 2 0.21% Increased
1054
IR
Invictus RG
Bermuda
$392K +$52.2K 2 0.26% Increased
1055
NPA
Nichols & Pratt Advisers
Massachusetts
$392K -$46K 1 0.04% Reduced
1056
AL
Airain Ltd
Guernsey
$390K -$3.97M 1 0.02% Reduced
1057
ZCA
Zeke Capital Advisors
Pennsylvania
$390K +$107K 1 0.08% Increased
1058
MIM
Miller Investment Management
Pennsylvania
$388K $0 1 0.14% Maintained
1059
EMG
Ellington Management Group
Connecticut
$386K -$1M 1 0.01% Reduced
1060
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$384K +$127K 1 0.02% Increased
1061
FPF
FNY Partners Fund
New York
$382K +$134K 3 0.04% Increased
1062
MNBTD
Moody National Bank Trust Division
Texas
$382K $0 1 0.02% Maintained
1063
RIL
Rothschild Investment LLC
Illinois
$382K +$6.11K 1 0.04% Increased
1064
TG
TLP Group
Illinois
$381K +$174K 1 0.26% Increased
1065
Fiduciary Trust
Fiduciary Trust
Massachusetts
$380K -$22K 1 0.01% Reduced
1066
QCMC
Quantum Capital Management (California)
California
$378K +$69.2K 1 0.09% Increased
1067
First Horizon Advisors
First Horizon Advisors
Tennessee
$375K -$13.6K 3 0.04% Reduced
1068
AA
Apriem Advisors
California
$373K +$25.1K 2 0.1% Increased
1069
PM
Parametrica Management
Hong Kong
$371K +$387K 1 0.39% New
1070
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$370K +$387K 1 0.04% New
1071
RWA
Ropes Wealth Advisors
Massachusetts
$368K +$174K 1 0.11% Increased
1072
SouthState Corp
SouthState Corp
Florida
$366K +$355K 1 0.05% New
1073
Sowell Financial Services
Sowell Financial Services
Arkansas
$365K -$576K 1 0.11% Reduced
1074
Wilmington Savings Fund Society
Wilmington Savings Fund Society
Delaware
$364K -$77.7K 1 0.02% Reduced
1075
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$361K -$13.6K 1 0.16% Reduced