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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
1676
Bahl & Gaynor
Bahl & Gaynor
Ohio
$295K +$286K 1 0% New
1677
VC
Vicus Capital
Pennsylvania
$295K -$35.2K 1 0.04% Reduced
1678
BHWM
Bar Harbor Wealth Management
New Hampshire
$294K +$13.4K 1 0.03% Increased
1679
HCM
Highlander Capital Management
New Jersey
$294K $0 2 0.18% Maintained
1680
MCG
MACRO Consulting Group
New Jersey
$294K -$7.54K 1 0.25% Reduced
1681
WDL
Well Done LLC
Michigan
$293K +$2.77K 1 0.07% Increased
1682
GJIC
Gamble Jones Investment Counsel
California
$292K $0 1 0.03% Maintained
1683
NWS
Newport Wealth Strategies
California
$290K -$41.9K 1 0.27% Reduced
1684
SAM
Silphium Asset Management
United Kingdom
$286K -$2.41M 1 0.08% Reduced
1685
VCM
Vivaldi Capital Management
Illinois
$286K -$36.2K 1 0.07% Reduced
1686
WA1
Wimmer Associates 1
California
$286K $0 1 0.25% Maintained
1687
HAIM
Hunter Associates Investment Management
Pennsylvania
$284K $0 1 0.1% Maintained
1688
CBU
CIBC Bank USA
Illinois
$283K -$10.9K 1 0.04% Reduced
1689
FNC
First National Corp
Massachusetts
$281K +$17.2K 1 0.12% Increased
1690
LWA
Lenox Wealth Advisors
New York
$281K +$10.3K 2 0.05% Increased
1691
SFSIG
San Francisco Sentry Investment Group
California
$278K -$255K 1 0.13% Reduced
1692
FCM
Flinton Capital Management
Pennsylvania
$277K $0 2 0.01% Maintained
1693
Capital Wealth Planning
Capital Wealth Planning
Florida
$276K +$268K 1 0.02% New
1694
EVM
Evelyn V. Moreno
$276K -$524K 1 0.08% Reduced
1695
TAM
Tradition Asset Management
Virginia
$276K +$268K 1 0.07% New
1696
BA
Bard Associates
Illinois
$275K -$3.09K 1 0.14% Reduced
1697
EMG
Ellington Management Group
Connecticut
$275K -$55.4K 1 0.05% Reduced
1698
TI
TTP Investments
California
$274K +$33K 1 0.33% Increased
1699
JCM
JS Capital Management
New York
$272K +$389K 1 0.04% New
1700
FP
Foundry Partners
Minnesota
$270K $0 1 0.01% Maintained