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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
1326
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$415K +$41.8K 1 0.09% Increased
1327
BIA
Bigelow Investment Advisors
Maine
$406K $0 1 0.28% Maintained
1328
BAM
Boyar Asset Management
New York
$405K -$4.62K 1 0.3% Reduced
1329
PCG
Private Capital Group
Connecticut
$404K -$19.1K 3 0.09% Reduced
1330
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$402K -$28.7K 1 0% Reduced
1331
Emerald Advisers
Emerald Advisers
Pennsylvania
$401K -$10.8K 1 0.02% Reduced
1332
BWM
BerganKDV Wealth Management
Minnesota
$399K +$4.94K 1 0.09% Increased
1333
DRD
Dennis R. Delaney
$398K +$62.2K 1 0.57% Increased
1334
SP
Successful Portfolios
Florida
$397K -$6.93K 1 0.46% Reduced
1335
HCM
Hilton Capital Management
New York
$395K +$47.4K 2 0.06% Increased
1336
First Pacific Advisors
First Pacific Advisors
California
$391K +$375K 1 0% New
1337
KIA
KCM Investment Advisors
California
$391K +$157K 1 0.02% Increased
1338
WP
WealthPLAN Partners
Nebraska
$389K -$478 1 0.08% Reduced
1339
GIM
Guild Investment Management
California
$387K +$371K 1 0.75% New
1340
SAM
Silphium Asset Management
United Kingdom
$384K +$19.9K 1 0.12% Increased
1341
BHTS
Bar Harbor Trust Services
Maine
$383K $0 1 0.21% Maintained
1342
OAM
Oak Asset Management
California
$382K +$365K 1 0.26% New
1343
AWA
ARS Wealth Advisors
Florida
$378K -$8.37K 1 0.14% Reduced
1344
FTC
Farmers Trust Company
Ohio
$376K $0 1 0.11% Maintained
1345
FAIM
Financial Advocates Investment Management
Washington
$376K -$152K 1 0.05% Reduced
1346
Clearstead Advisors
Clearstead Advisors
Ohio
$375K +$44.5K 1 0.05% Increased
1347
SC
Sovarnum Capital
New York
$375K $0 1 0.46% Maintained
1348
ACM
AUA Capital Management
Pennsylvania
$374K $0 1 0.33% Maintained
1349
Avalon Investment & Advisory
Avalon Investment & Advisory
Texas
$374K -$48K 1 0.01% Reduced
1350
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$374K +$6.93K 1 0.04% Increased