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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
1726
M
Mirova
France
$317K -$14M 2 0.11% Reduced
1727
VLC
Van Leeuwen & Company
New Jersey
$317K +$323K 1 0.26% New
1728
Bahl & Gaynor
Bahl & Gaynor
Ohio
$316K +$24.7K 1 0% Increased
1729
TAM
Tradition Asset Management
Virginia
$314K +$7.82K 1 0.08% Increased
1730
CST
Charles Schwab Trust
Nevada
$313K $0 1 0.12% Maintained
1731
DA
DCF Advisers
Connecticut
$313K +$320K 1 0.2% New
1732
Peconic Partners
Peconic Partners
New York
$313K $0 1 0.06% Maintained
1733
CIAS
Capital Investment Advisory Services
North Carolina
$312K -$281K 1 0.08% Reduced
1734
FMTC
Farmers & Merchants Trust Company
California
$312K +$8.75K 1 0.13% Increased
1735
LWM
Laidlaw Wealth Management
New York
$312K +$301K 1 0.2% New
1736
BA
Bard Associates
Illinois
$311K $0 1 0.16% Maintained
1737
JA
JOYN Advisors
Georgia
$311K -$8.86K 1 0.07% Reduced
1738
KTC
Kistler-Tiffany Companies
Pennsylvania
$311K -$205K 2 0.11% Reduced
1739
MIC
Means Investment Company
Maine
$310K -$2.92K 1 0.1% Reduced
1740
NWA
New World Advisors
Massachusetts
$308K +$74K 1 0.19% Increased
1741
PCMC
Paragon Capital Management (Colorado)
Colorado
$308K $0 1 0.16% Maintained
1742
IGGA
Iron Gate Global Advisors
Utah
$307K $0 1 0.18% Maintained
1743
SDWIA
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$307K -$4.27K 1 0.21% Reduced
1744
AW
Alpha Windward
Massachusetts
$305K -$625 1 0.19% Reduced
1745
WC
Weil Company
California
$305K -$26.5K 1 0.23% Reduced
1746
YMRC
Yorktown Management & Research Company
Virginia
$303K $0 1 0.16% Maintained
1747
PMG
ProVise Management Group
Florida
$302K -$1.53K 1 0.04% Reduced
1748
WCWM
Willow Creek Wealth Management
California
$301K $0 1 0.14% Maintained
1749
HPWM
Highland Private Wealth Management
Washington
$300K +$48.3K 1 0.07% Increased
1750
BHBT
Burke & Herbert Bank & Trust
Virginia
$297K +$80.2K 1 0.23% Increased