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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
CAM
Carret Asset Management
New York
$257K -$235K 1 0.05% Reduced
1102
ZCA
Zeke Capital Advisors
Pennsylvania
$257K +$262K 1 0.07% New
1103
Capital Guardian Trust
Capital Guardian Trust
California
$253K +$82K 1 0% Increased
1104
DIA
Denver Investment Advisors
Colorado
$253K +$231K 1 0.01% New
1105
SCI
S&CO Inc
Massachusetts
$251K +$255K 1 0.04% New
1106
MCM
Manchester Capital Management
Vermont
$246K $0 1 0.04% Maintained
1107
CL
CPWM LLC
Washington
$245K +$5.43K 1 0.06% Increased
1108
MSR
Main Street Research
Connecticut
$242K $0 1 0.05% Maintained
1109
SGCA
Steel Grove Capital Advisors
Tennessee
$241K $0 1 0.05% Maintained
1110
CI
Cavalier Investments
Georgia
$237K -$64.8K 1 0.15% Reduced
1111
QIM
Quest Investment Management
Oregon
$237K +$21.1K 1 0.03% Increased
1112
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$233K -$63.8K 1 0.01% Reduced
1113
BWM
Braver Wealth Management
Massachusetts
$232K $0 1 0.04% Maintained
1114
FHC
First Heartland Consultants
Missouri
$232K -$201 1 0.07% Reduced
1115
MC
Moors & Cabot
Massachusetts
$232K -$86.5K 1 0.04% Reduced
1116
FIG
Fortress Investment Group
New York
$231K $0 1 0.01% Maintained
1117
BBA
BLB&B Advisors
Pennsylvania
$229K +$20.3K 1 0.04% Increased
1118
FMLI
Fukoku Mutual Life Insurance
Japan
$229K $0 1 0.04% Maintained
1119
Quadrant Capital Group
Quadrant Capital Group
Ohio
$229K -$4.46K 4 0.11% Reduced
1120
BAM
Boyar Asset Management
New York
$228K $0 1 0.23% Maintained
1121
SCM
Southport Capital Management
Tennessee
$228K +$233K 1 0.14% New
1122
LIM
Leavell Investment Management
Alabama
$226K $0 1 0.03% Maintained
1123
GCA
Gideon Capital Advisors
New York
$224K -$1.19M 1 0.14% Reduced
1124
PG
Patten Group
Tennessee
$224K +$61.4K 1 0.1% Increased
1125
Choreo LLC
Choreo LLC
Illinois
$222K +$1.06M 1 0.04% New