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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
1301
CI
Cavalier Investments
Georgia
$2.84M +$948K 1 0.12% Increased
1302
Huntington National Bank
Huntington National Bank
Ohio
$2.83M -$4.79M 22 0.01% Reduced
1303
Geneos Wealth Management
Geneos Wealth Management
Colorado
$2.83M -$252K 14 0.06% Reduced
1304
PFS
Paller Financial Services
Colorado
$2.82M +$56.1K 1 2.11% Increased
1305
LA
LexAurum Advisors
Kansas
$2.81M +$172K 2 0.32% Increased
1306
Pinnacle Financial Partners (Georgia)
Pinnacle Financial Partners (Georgia)
Georgia
$2.81M -$483K 5 0.02% Reduced
1307
MA
MSA Advisors
California
$2.81M $0 1 0.72% Maintained
1308
BCM
Brown Capital Management
Maryland
$2.81M +$3.05M 1 0.56% New
1309
CQWA
Chokshi & Queen Wealth Advisors
California
$2.8M -$1.87M 3 1.3% Reduced
1310
MYAM
Meiji Yasuda Asset Management
Japan
$2.79M -$283K 4 0.13% Reduced
1311
MFS
Monetta Financial Services
Illinois
$2.78M +$100K 1 1.87% Increased
1312
Boston Trust Walden
Boston Trust Walden
Massachusetts
$2.77M -$38.7K 1 0.02% Reduced
1313
LSIA
LaSalle St. Investment Advisors
Illinois
$2.76M +$2.14M 2 0.34% Increased
1314
SAM
Synergy Asset Management
Washington
$2.75M +$820K 9 0.26% Increased
1315
LIA
Limestone Investment Advisors
New York
$2.75M -$178K 1 0.2% Reduced
1316
NL
NVWM LLC
Pennsylvania
$2.73M +$885K 12 0.55% Increased
1317
GCM
Greenland Capital Management
New York
$2.73M +$3.65M 2 0.34% Increased
1318
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$2.72M +$941K 6 0.02% Increased
1319
TWP
Tyche Wealth Partners
Texas
$2.72M +$294K 2 0.38% Increased
1320
VWA
Visionary Wealth Advisors
Illinois
$2.72M +$89.3K 8 0.11% Increased
1321
FFL
Future Fund LLC
Illinois
$2.72M +$42.9K 1 0.78% Increased
1322
CK
Cohen Klingenstein
New York
$2.7M $0 1 0.08% Maintained
1323
Pine Valley Investments
Pine Valley Investments
New Jersey
$2.69M -$137K 4 0.11% Reduced
1324
LCM
Lakewood Capital Management
New York
$2.68M -$3.29M 1 0.14% Reduced
1325
MCA
Martin Capital Advisors
Texas
$2.68M -$46.6K 2 1.4% Reduced