← 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
1426
FMB
Field & Main Bank
Kentucky
$272K +$87.7K 1 0.25% Increased
1427
WAP
Wealthcare Advisory Partners
Pennsylvania
$271K +$21.1K 3 0.05% Increased
1428
CL
CPWM LLC
Washington
$269K +$15.9K 1 0.04% Increased
1429
FA
FCG Advisors
New Jersey
$268K +$239K 1 0.1% New
1430
WEC
Winslow Evans & Crocker
Massachusetts
$268K -$29.5K 2 0.08% Reduced
1431
CCM
Cadence Capital Management
Massachusetts
$265K -$1.34M 1 0.02% Reduced
1432
AAM
Augustine Asset Management
Florida
$263K $0 1 0.15% Maintained
1433
CJA
C-J Advisory
California
$263K $0 1 0.18% Maintained
1434
Chilton Capital Management
Chilton Capital Management
Texas
$261K +$250K 1 0.02% New
1435
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$259K +$248K 1 0.11% New
1436
CCIA
Campbell & Co Investment Adviser
Maryland
$258K -$99K 1 0.2% Reduced
1437
GP
Girard Partners
Pennsylvania
$258K +$20.4K 1 0.05% Increased
1438
BAM
Berkshire Asset Management
Pennsylvania
$257K -$2.66M 1 0.02% Reduced
1439
GLI
Guardian Life Insurance
New York
$257K +$38.3K 1 0.04% Increased
1440
SFG
SevenBridge Financial Group
Pennsylvania
$255K +$35.1K 1 0.14% Increased
1441
Burney Company
Burney Company
Virginia
$252K +$241K 1 0.01% New
1442
CFA
Carroll Financial Associates
North Carolina
$251K $0 2 0.03% Maintained
1443
TFS
TrustCore Financial Services
Tennessee
$251K +$12.8K 3 0.09% Increased
1444
WA
WBH Advisory
Maryland
$251K -$22.1K 1 0.07% Reduced
1445
TCA
Teewinot Capital Advisers
New York
$250K $0 1 0.09% Maintained
1446
WKWM
Walter & Keenan Wealth Management
Indiana
$250K $0 1 0.11% Maintained
1447
KCPG
Kavar Capital Partners Group
Kansas
$249K $0 1 0.13% Maintained
1448
BI
Bramshill Investments
Florida
$247K +$7.41K 1 0.1% Increased
1449
MC
Miles Capital
Iowa
$247K +$220K 1 0.15% New
1450
ANRIA
American National Registered Investment Advisor
Texas
$245K $0 1 0.12% Maintained