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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
Aspiriant LLC
Aspiriant LLC
California
$976K +$1.02M 1 0.09% New
1052
Graham Capital Management
Graham Capital Management
Connecticut
$976K $0 1 0.05% Maintained
1053
FRM
Fox Run Management
Connecticut
$975K +$31.1K 2 0.24% Increased
1054
MUS
Mitsubishi UFJ Securities
Japan
$975K +$842K 1 3.74% Increased
1055
ANI
American National Insurance
Texas
$972K $0 1 0.05% Maintained
1056
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$971K +$1.02M 1 0.37% New
1057
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$969K -$648K 1 0.05% Reduced
1058
TNAM
Terra Nova Asset Management
New York
$967K -$180K 1 1.71% Reduced
1059
Arden Trust
Arden Trust
Delaware
$954K -$55.1K 1 0.15% Reduced
1060
SM
Southport Management
Wyoming
$948K +$198K 1 3.29% Increased
1061
Biltmore Family Office
Biltmore Family Office
North Carolina
$942K $0 1 0.42% Maintained
1062
Welch & Forbes
Welch & Forbes
Massachusetts
$938K +$13.6K 1 0.02% Increased
1063
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$930K +$518K 2 0.03% Increased
1064
Prospera Financial Services
Prospera Financial Services
Texas
$929K +$58.3K 1 0.13% Increased
1065
TIAA FSB
TIAA FSB
Florida
$921K +$28.9K 1 0.01% Increased
1066
Duff & Phelps Investment Management
Duff & Phelps Investment Management
Illinois
$920K -$30.9K 1 0.01% Reduced
1067
Rand Wealth
Rand Wealth
Maryland
$919K +$108K 1 0.1% Increased
1068
BTC Capital Management
BTC Capital Management
Iowa
$917K -$24K 1 0.15% Reduced
1069
RI
Ridgewood Investments
New Jersey
$915K +$6.11K 1 0.84% Increased
1070
SM
Sabby Management
Florida
$908K +$211K 1 0.11% Increased
1071
Checchi Capital Advisers
Checchi Capital Advisers
California
$905K +$32.2K 1 0.12% Increased
1072
PRHC
P.R. Herzig & Co
New York
$904K $0 1 1.82% Maintained
1073
Hancock Whitney
Hancock Whitney
Mississippi
$896K +$662K 1 0.04% Increased
1074
IIA
IPG Investment Advisors
California
$895K +$695K 1 0.29% Increased
1075
GHP Investment Advisors
GHP Investment Advisors
Colorado
$893K -$36.9K 1 0.13% Reduced