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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
1501
SPI
Santori & Peters Inc
Pennsylvania
$69K +$66.9K 1 0.06% New
1502
First Eagle Investment Management
First Eagle Investment Management
New York
$67K $0 1 0% Maintained
1503
IWP
Icon Wealth Partners
Texas
$66K +$66K 2 0.03% New
1504
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$65K +$19.6K 5 0.03% Increased
1505
TW
Transform Wealth
Colorado
$64K $0 1 0.01% Maintained
1506
CB
Community Bank
New York
$63K +$51.8K 1 0.01% Increased
1507
RWG
Regal Wealth Group
California
$63K $0 2 0.04% Maintained
1508
PK
Pflug Koory
Nebraska
$62K $0 1 0.05% Maintained
1509
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$61K +$55K 1 0.05% New
1510
TI
Turner Investments
Pennsylvania
$60K $0 1 4.69% Maintained
1511
RWM
Raffa Wealth Management
District of Columbia
$58.9K $0 1 0.02% Maintained
1512
MCF Advisors
MCF Advisors
Kentucky
$58K $0 1 0.01% Maintained
1513
CBT
Central Bank & Trust
Kentucky
$57K $0 1 0.01% Maintained
1514
WCBA
Weaver C. Barksdale & Associates
Tennessee
$56K +$6.5K 2 0.06% Increased
1515
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$54K -$3.11K 3 0% Reduced
1516
WPA
West Paces Advisors
Georgia
$53.8K $0 1 0.04% Maintained
1517
CHP
Cable Hill Partners
Oregon
$52K +$1.16K 1 0.02% Increased
1518
FPS
Fieldpoint Private Securities
Connecticut
$52K -$17.4K 1 0.03% Reduced
1519
LFA
Legacy Financial Advisors
Kentucky
$52K +$48.4K 3 0.02% New
1520
VanEck Associates
VanEck Associates
New York
$51K -$18.8K 1 0% Reduced
1521
Bartlett & Co
Bartlett & Co
Ohio
$50K $0 1 0% Maintained
1522
FFG
Ford Financial Group
California
$50K +$46.5K 1 0.04% New
1523
EARNEST Partners
EARNEST Partners
Georgia
$49K +$49.4K 4 0% New
1524
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$49K -$15.9K 3 0.02% Reduced
1525
CAC
Certified Advisory Corp
Florida
$48K +$48.8K 3 0.03% New