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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
1451
PM
Parametrica Management
Hong Kong
$402K +$440K 1 0.49% New
1452
SFSIG
San Francisco Sentry Investment Group
California
$400K +$66.8K 2 0.19% Increased
1453
MFG
Magnus Financial Group
New York
$398K +$394K 1 0.11% New
1454
SP
Successful Portfolios
Florida
$398K -$250 1 0.51% Reduced
1455
BW
Bison Wealth
Georgia
$397K -$98.7K 1 0.29% Reduced
1456
FTC
Farmers Trust Company
Ohio
$396K -$7.33K 1 0.12% Reduced
1457
FFSOTS
Fiduciary Financial Services of The Southwest
Texas
$396K +$22.5K 1 0.12% Increased
1458
HCA
Harbour Capital Advisors
Virginia
$393K +$248K 1 0.2% Increased
1459
BIA
Bigelow Investment Advisors
Maine
$391K $0 1 0.29% Maintained
1460
Global Retirement Partners
Global Retirement Partners
California
$388K +$288K 4 0.1% Increased
1461
PIM
Penobscot Investment Management
Massachusetts
$388K -$29.2K 1 0.09% Reduced
1462
BHTS
Bar Harbor Trust Services
Maine
$387K $0 1 0.28% Maintained
1463
Ballentine Partners
Ballentine Partners
Massachusetts
$386K +$35K 1 0.02% Increased
1464
FMBTD
First Midwest Bank Trust Division
Illinois
$385K -$30.9K 1 0.06% Reduced
1465
IIM
Ironwood Investment Management
Massachusetts
$385K $0 1 0.36% Maintained
1466
BAM
Boyar Asset Management
New York
$383K -$25K 1 0.32% Reduced
1467
FDS
First Dallas Securities
Texas
$383K +$104K 1 0.32% Increased
1468
OMC
Overbrook Management Corp
New York
$382K +$379K 1 0.09% New
1469
ACM
AUA Capital Management
Pennsylvania
$378K $0 1 0.34% Maintained
1470
BWAM
Boyd Watterson Asset Management
Ohio
$378K +$374K 1 0.28% New
1471
CT
Coastline Trust
Rhode Island
$378K +$68.7K 1 0.07% Increased
1472
WMA
Wealth Management Associates
New Jersey
$377K +$373K 1 0.51% New
1473
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$375K +$52.1K 1 0.12% Increased
1474
SMFS
Squar Milner Financial Services
California
$375K +$4.66K 3 0.36% Increased
1475
AIM
Axiom Investment Management
New York
$374K +$371K 1 0.08% New