← All themes

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
1201
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$83K +$75K 1 0.06% New
1202
ACS
Archford Capital Strategies
Illinois
$79K +$51.6K 2 0.03% Increased
1203
IIC
Integrated Investment Consultants
Michigan
$79K +$47.7K 1 0.04% Increased
1204
TC
Tairen Capital
Hong Kong
$78K $0 1 0.02% Maintained
1205
KT
Kanaly Trust
Texas
$77K -$2.35K 3 0.02% Reduced
1206
Harvest Fund Management
Harvest Fund Management
China
$76K +$73.2K 2 0.02% New
1207
Bartlett & Co
Bartlett & Co
Ohio
$75K $0 1 0% Maintained
1208
KAM
Kassirer Asset Management
Ontario, Canada
$74K $0 1 0.05% Maintained
1209
VIA
Vantage Investment Advisors
Pennsylvania
$74K +$40.2K 1 0.03% Increased
1210
Eagle Global Advisors
Eagle Global Advisors
Texas
$72K $0 1 0% Maintained
1211
ADL
Asset Dedication LLC
California
$71K +$7.6K 1 0.04% Increased
1212
CFA
Carroll Financial Associates
North Carolina
$71K -$698 2 0.01% Reduced
1213
FANJ
Financial Architects (New Jersey)
New Jersey
$71K -$563 2 0.02% Reduced
1214
Chicago Partners Investment Group
Chicago Partners Investment Group
Illinois
$70K -$23.1K 1 0.03% Reduced
1215
OC
Oakworth Capital
Alabama
$70K +$3.42K 2 0.02% Increased
1216
CFA
CT Financial Advisors
Pennsylvania
$69.7K $0 1 0.04% Maintained
1217
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$68K +$14.1K 6 0.04% Increased
1218
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$67K -$362 2 0% Reduced
1219
MIC
MU Investments Company
Japan
$61K -$50.5K 1 0.05% Reduced
1220
IHT Wealth Management
IHT Wealth Management
Illinois
$60K +$57.5K 3 0.05% New
1221
TF
Tompkins Financial
New York
$60K $0 1 0.02% Maintained
1222
WCBA
Weaver C. Barksdale & Associates
Tennessee
$60K +$12.1K 2 0.1% Increased
1223
BTIS
BB&T Investment Services
North Carolina
$59K +$56.5K 2 0.04% New
1224
MCA
Mercer Capital Advisers
New Jersey
$59K $0 1 0.05% Maintained
1225
PMFA
Plante Moran Financial Advisors
Michigan
$57K -$11K 2 0.04% Reduced