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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
1651
MFBTD
MB Financial Bank - Trust Department
Illinois
$7K +$3.97K 2 0% Increased
1652
SFA
Spectrum Financial Alliance
Kentucky
$7K +$7.54K 1 0% New
1653
MCM
Mainstay Capital Management
Michigan
$6K +$9.86K 2 0% Increased
1654
MSTVIM
Messner & Smith Theme Value Investment Management
California
$6K +$6.5K 1 0.01% New
1655
OAJ
Ogorek Anthony Joseph
New York
$6K $0 1 0.01% Maintained
1656
PSC
Prentiss Smith & Co
Vermont
$6K +$6.34K 1 0% New
1657
1IA
1834 Investment Advisors
Wisconsin
$5K $0 1 0% Maintained
1658
AAC
Asset Advisors Corp
Georgia
$5K $0 1 0% Maintained
1659
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management
Connecticut
$5K +$159 1 0% Increased
1660
PO
Private Ocean
California
$5K -$11.8K 1 0% Reduced
1661
CS
Credential Securities
$4.26K +$4.52K 1 0% New
1662
HR
Howe & Rusling
New York
$4K -$474K 1 0% Reduced
1663
SIS
Sound Income Strategies
Florida
$4K $0 2 0% Maintained
1664
TIM
Tortoise Investment Management
New York
$4K $0 1 0% Maintained
1665
HS
Horan Securities
United States
$3K -$7.14K 1 0% Reduced
1666
IBOK
Independence Bank of Kentucky
Kentucky
$3K +$3.41K 1 0% New
1667
NWM
Northwest Wealth Management
Iowa
$2K +$1.45K 2 0% New
1668
SA
SRH Advisors
Kansas
$2K $0 1 0.01% Maintained
1669
TFA
Transamerica Financial Advisors
Florida
$2K $0 2 0% Maintained
1670
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K $0 1 0% Maintained
1671
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1K -$6.86K 1 0% Reduced
1672
OFS
Orrstown Financial Services
Pennsylvania
$1K $0 1 0% Maintained
1673
SCA
Stuart Chaussee & Associates
California
$1K $0 1 0% Maintained
1674
WAS
WESPAC Advisors SoCal
California
$1K $0 1 0% Maintained
1675
AWM
Aevitas Wealth Management
Massachusetts
$0 $0 1 0% Maintained