← 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
1501
LCS
Levin Capital Strategies
New York
$515K +$797K 1 0.05% New
1502
SWA
Stratos Wealth Advisors
Ohio
$515K +$40.5K 1 0.21% Increased
1503
GFP
Gryphon Financial Partners
Ohio
$513K +$497K 1 0.15% New
1504
BAM
Boyar Asset Management
New York
$511K $0 1 0.38% Maintained
1505
BOS
Bank of Stockton
California
$510K -$2.99K 1 0.26% Reduced
1506
Highbridge Capital Management
Highbridge Capital Management
New York
$508K -$1.54M 1 0.03% Reduced
1507
KCPG
Kavar Capital Partners Group
Kansas
$506K $0 1 0.2% Maintained
1508
KTC
Kistler-Tiffany Companies
Pennsylvania
$504K +$181K 2 0.19% Increased
1509
BL
BFSG LLC
California
$501K -$2.66K 1 0.2% Reduced
1510
Quantinno Capital Management
Quantinno Capital Management
New York
$501K -$236K 1 0.29% Reduced
1511
RCA
Rowland Carmichael Advisors
Arizona
$501K -$6.1K 1 0.17% Reduced
1512
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$500K $0 1 0.14% Maintained
1513
MTIM
Marathon Trading Investment Management
Pennsylvania
$498K -$1.72M 2 0.04% Reduced
1514
JWS
Juncture Wealth Strategies
Arizona
$489K +$32.1K 1 0.39% Increased
1515
AFP
Ausdal Financial Partners
Iowa
$487K -$671K 1 0.19% Reduced
1516
AWA
AmeriServ Wealth Advisors
Pennsylvania
$483K +$468K 1 0.63% New
1517
BHTS
Bar Harbor Trust Services
Maine
$481K -$27.7K 1 0.3% Reduced
1518
AIC
Archer Investment Corporation
Indiana
$480K +$335K 1 0.31% Increased
1519
HI
Hudock Inc
Pennsylvania
$480K +$64.5K 2 0.17% Increased
1520
HCM
Hilton Capital Management
New York
$478K $0 1 0.07% Maintained
1521
LA
LVW Advisors
New York
$475K +$25.6K 1 0.13% Increased
1522
TWI
Thomas White International
Illinois
$474K $0 1 0.08% Maintained
1523
NCM
Next Capital Management
New York
$470K +$128K 3 0.32% Increased
1524
BWAM
Boyd Watterson Asset Management
Ohio
$469K -$154K 1 0.32% Reduced
1525
HIC
Holderness Investments Company
North Carolina
$469K +$21.6K 1 0.21% Increased