← 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
1526
AIM
Advantage Investment Management
Iowa
$226K +$80.5K 3 0.15% Increased
1527
Burney Company
Burney Company
Virginia
$226K -$40.1K 1 0.01% Reduced
1528
MWPCG
Measured Wealth Private Client Group
New Hampshire
$226K +$222K 3 0.14% New
1529
JFS Wealth Advisors
JFS Wealth Advisors
Pennsylvania
$224K +$154K 1 0.06% Increased
1530
CCM
Cutler Capital Management
Massachusetts
$222K $0 1 0.09% Maintained
1531
Glenview Trust
Glenview Trust
Kentucky
$220K $0 1 0.01% Maintained
1532
SC
Sovarnum Capital
New York
$220K -$176K 1 0.31% Reduced
1533
DAM
Doheny Asset Management
California
$218K $0 1 0.11% Maintained
1534
Hunter Associates Investment Management
Hunter Associates Investment Management
Pennsylvania
$218K $0 1 0.08% Maintained
1535
CYG
Clean Yield Group
Vermont
$216K +$217K 1 0.09% New
1536
CW
Cobiz Wealth
Colorado
$216K -$2.73K 1 0.04% Reduced
1537
GA
GFS Advisors
Texas
$216K $0 1 0.06% Maintained
1538
Regal Investment Advisors
Regal Investment Advisors
Michigan
$216K +$217K 1 0.05% New
1539
CCM
Cadence Capital Management
Massachusetts
$215K -$23.8K 1 0.01% Reduced
1540
HCM
HGI Capital Management
New York
$215K +$216K 1 0.15% New
1541
Glen Eagle Advisors
Glen Eagle Advisors
New Jersey
$214K -$1.8K 1 0.15% Reduced
1542
Allworth Financial
Allworth Financial
California
$212K +$10.2K 2 0.01% Increased
1543
RTS
Round Table Services
New Jersey
$211K +$212K 1 0.07% New
1544
CI
Chartist Inc
California
$210K +$210K 1 0.09% New
1545
Lourd Capital
Lourd Capital
California
$209K +$210K 1 0.01% New
1546
NVCHI
New Vernon Capital Holdings II
New Jersey
$209K $0 1 0.22% Maintained
1547
Versant Capital Management
Versant Capital Management
Arizona
$209K +$38.5K 6 0.09% Increased
1548
AGM
Alpine Global Management
New York
$208K +$208K 1 0.04% New
1549
TL
TrueWealth LLC
Georgia
$208K $0 3 0.1% Maintained
1550
Ellington Management Group
Ellington Management Group
Connecticut
$207K +$212K 1 0.06% New