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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
1251
PAM
Private Asset Management
California
$388K -$215K 1 0.06% Reduced
1252
VCA
Verdence Capital Advisors
Maryland
$387K +$380K 1 0.09% New
1253
CCM
Cutler Capital Management
Massachusetts
$384K $0 2 0.15% Maintained
1254
AE Wealth Management
AE Wealth Management
Kansas
$383K +$109K 1 0.03% Increased
1255
P8IP
Pier 88 Investment Partners
California
$383K -$196K 1 0.14% Reduced
1256
CMBA
C.M. Bidwell & Associates
Hawaii
$382K -$91.1K 2 0.33% Reduced
1257
BA
Bard Associates
Illinois
$375K -$303K 2 0.17% Reduced
1258
AWM
Altium Wealth Management
New York
$373K +$366K 1 0.17% New
1259
BSPF
British Steel Pension Fund
United Kingdom
$373K $0 1 0.04% Maintained
1260
BAM
Boyar Asset Management
New York
$369K -$9.91K 1 0.26% Reduced
1261
CCFCSB
Cape Cod Five Cents Savings Bank
Massachusetts
$368K $0 1 0.06% Maintained
1262
SCC
Second Curve Capital
Pennsylvania
$368K $0 1 0.14% Maintained
1263
Boston Financial Management
Boston Financial Management
Massachusetts
$367K +$33.8K 1 0.02% Increased
1264
GIM
Grassi Investment Management
California
$364K +$126K 1 0.06% Increased
1265
PFS
Physicians Financial Services
North Carolina
$364K +$96.9K 1 0.28% Increased
1266
AF
Aldebaran Financial
$362K +$382K 1 0.24% New
1267
SP
Successful Portfolios
Florida
$360K +$354K 1 0.45% New
1268
Savant Capital
Savant Capital
Illinois
$356K -$23.6K 1 0.07% Reduced
1269
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$355K -$73K 1 0% Reduced
1270
BIA
Bigelow Investment Advisors
Maine
$354K +$348K 1 0.35% New
1271
MCM
Marathon Capital Management
Maryland
$354K -$3.62K 1 0.14% Reduced
1272
FLI
Family Legacy Inc
South Carolina
$353K +$347K 1 0.32% New
1273
GBA
Garrison Bradford & Associates
New York
$353K -$1.42M 1 0.29% Reduced
1274
PCG
Private Capital Group
Connecticut
$352K +$294K 5 0.08% New
1275
AZA
Arthur Zaske & Associates
Michigan
$350K $0 1 0.38% Maintained