← 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

Bitcoin Miners Corporate Crypto Treasuries Crypto Exchanges Stablecoin Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1601	AFIA America First Investment Advisors Omaha, Nebraska	$6K	+$5.42K	1	0%	New
1602	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$6K	+$6.22K	1	0.01%	New
1603	VCM Virtue Capital Management Brentwood, Tennessee	$6K	+$5.57K	1	0%	New
1604	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$5K	+$4.63K	1	0%	New
1605	AAC Asset Advisors Corp Augusta, Georgia	$5K	$0	1	0%	Maintained
1606	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$5K	$0	1	0%	Maintained
1607	OAJ Ogorek Anthony Joseph Williamsville, New York	$5K	+$5.79K	1	0%	New
1608	O'Shaughnessy Asset Management Stamford, Connecticut	$5K	+$4.77K	1	0%	New
1609	AIS AlphaOne Investment Services West Chester, Pennsylvania	$4K	+$3.69K	1	0%	New
1610	CB CNB Bank Clearfield, Pennsylvania	$4K	+$3.47K	1	0%	New
1611	MIM Macroview Investment Management Bethesda, Maryland	$4K	+$2.05K	1	0.02%	New
1612	PWM Paulson Wealth Management Wheaton, Illinois	$4K	+$3.69K	1	0%	New
1613	Sageworth Trust Lancaster, Pennsylvania	$4K	+$3.76K	1	0%	New
1614	SIS Sound Income Strategies Ft Lauderdale, Florida	$4K	+$4.38K	2	0%	New
1615	TIM Tortoise Investment Management White Plains, New York	$4K	+$3.62K	1	0%	New
1616	LNB Ledyard National Bank	$3K	$0	1	0%	Maintained
1617	SAM Shamrock Asset Management Dallas, Texas	$3K	+$1.4K	1	0%	New
1618	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
1619	TFA Transamerica Financial Advisors St. Petersburg, Florida	$2K	-$75	2	0%	Reduced
1620	WWM Willingdon Wealth Management Huntersville, North Carolina	$2K	+$1.81K	1	0%	New
1621	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$1K	$0	1	0%	Maintained
1622	Avior Wealth Management Omaha, Nebraska	$1K	+$1.3K	1	0%	New
1623	Country Trust Bank Bloomington, Illinois	$1K	-$1.59K	1	0%	Reduced
1624	Financial Engines Advisors Santa Clara, California	$1K	+$1.45K	1	0%	New
1625	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$1K	-$10K	0	–	Closed