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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
1226
WhitTier Trust Company
WhitTier Trust Company
Nevada
$507K +$61K 2 0.04% Increased
1227
PP
PagnatoKarp Partners
Virginia
$505K +$241K 2 0.21% Increased
1228
CA
Centerpoint Advisors
Massachusetts
$503K +$89.8K 2 0.44% Increased
1229
LIM
Leavell Investment Management
Alabama
$503K $0 1 0.06% Maintained
1230
First Horizon Advisors
First Horizon Advisors
Tennessee
$500K -$14.9K 2 0.05% Reduced
1231
JA
JOYN Advisors
Georgia
$499K +$39.7K 2 0.11% Increased
1232
HA
Hays Advisory
Tennessee
$498K -$257K 1 0.24% Reduced
1233
PIM
Penobscot Investment Management
Massachusetts
$498K +$520K 1 0.12% New
1234
AF
Aldebaran Financial
$497K -$15.6K 1 0.33% Reduced
1235
Harvest Fund Management
Harvest Fund Management
China
$497K +$94.4K 2 0.08% Increased
1236
MC
Montag & Caldwell
Georgia
$497K -$58.8K 1 0.02% Reduced
1237
Jones Financial Companies
Jones Financial Companies
Missouri
$496K -$228K 1 0% Reduced
1238
ACP
Aviance Capital Partners
Florida
$492K $0 1 0.15% Maintained
1239
JCP
Jabre Capital Partners
Switzerland
$492K +$68.8K 1 0.11% Increased
1240
MSR
Main Street Research
Connecticut
$492K -$378K 1 0.08% Reduced
1241
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$486K $0 1 0.05% Maintained
1242
FAIM
Financial Advocates Investment Management
Washington
$485K +$27K 1 0.06% Increased
1243
JIP
Jaffetilchin Investment Partners
Florida
$485K -$26K 2 0.11% Reduced
1244
PAM
Private Asset Management
California
$484K +$87.2K 1 0.08% Increased
1245
NO
Ninety One
South Africa
$483K -$1.52M 1 0.23% Reduced
1246
SCI
S&CO Inc
Massachusetts
$482K $0 1 0.06% Maintained
1247
Sentry Investments
Sentry Investments
Ontario, Canada
$477K -$84.7K 1 0.01% Reduced
1248
CONA
Capital One National Association
New York
$475K -$23.8K 1 0.03% Reduced
1249
HCMT
Highland Capital Management (Texas)
Texas
$474K +$298K 1 0.02% Increased
1250
KWMG
King Wealth Management Group
Florida
$472K -$75.3K 1 0.17% Reduced