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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
1101
WW
Waterfront Wealth
Kansas
$4.77M +$344K 2 0.74% Increased
1102
CFO
Cambient Family Office
Michigan
$4.77M +$150K 3 0.59% Increased
1103
AIM
Aurora Investment Managers
Florida
$4.76M -$289K 1 2.91% Reduced
1104
Canada Post Corporation Pension Plan
Canada Post Corporation Pension Plan
Canada
$4.71M +$209K 4 0.16% Increased
1105
SPC
Spirepoint Private Client
Florida
$4.69M -$34.9K 3 0.38% Reduced
1106
UAG
United Advisor Group
Ohio
$4.67M +$418K 5 0.49% Increased
1107
VCM
Verde Capital Management
Michigan
$4.66M +$420K 2 0.86% Increased
1108
GIA
Gladstone Institutional Advisory
Florida
$4.65M -$441K 8 0.15% Reduced
1109
FFM
Fisher Funds Management
New Zealand
$4.62M $0 2 0.13% Maintained
1110
CWA
Capital Wealth Alliance
Arizona
$4.62M +$231K 1 2.14% Increased
1111
GA
GFS Advisors
Texas
$4.61M +$1.56K 2 0.49% Increased
1112
Modern Wealth Management
Modern Wealth Management
Kansas
$4.6M +$2.59M 11 0.05% Increased
1113
Becker Capital Management
Becker Capital Management
Oregon
$4.59M -$2.74M 1 0.12% Reduced
1114
MLM
Mount Lucas Management
Pennsylvania
$4.57M $0 1 1.63% Maintained
1115
Commerce Bank
Commerce Bank
Missouri
$4.56M -$1.97M 6 0.02% Reduced
1116
KWM
Keebeck Wealth Management
Illinois
$4.56M -$275K 6 0.45% Reduced
1117
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$4.54M -$737K 2 0.13% Reduced
1118
ABTD
Arvest Bank Trust Division
Oklahoma
$4.53M -$478K 1 0.22% Reduced
1119
WR
WD Rutherford
Oregon
$4.53M -$72.8K 1 1.64% Reduced
1120
VWM
Vivid Wealth Management
Iowa
$4.51M +$463K 2 1.59% Increased
1121
LIM
Leavell Investment Management
Alabama
$4.5M -$677K 1 0.16% Reduced
1122
Palisade Capital Management
Palisade Capital Management
New Jersey
$4.5M -$270K 2 0.2% Reduced
1123
LW
Libra Wealth
California
$4.5M +$4.94K 1 1.15% Increased
1124
SRL
Scientech Research LLC
New Jersey
$4.49M +$1.57M 7 3.64% Increased
1125
WC
Waterloo Capital
Texas
$4.47M +$4.58M 6 0.25% Increased