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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
1751
TC
Truvestments Capital
Florida
$225K +$106K 3 0.15% Increased
1752
WWM
Windsor Wealth Management
Indiana
$224K +$216K 1 0.1% New
1753
HCP
Holt Capital Partners
Texas
$223K $0 1 0.06% Maintained
1754
Magnetar Financial
Magnetar Financial
Illinois
$223K +$114K 1 0% Increased
1755
GA
GFS Advisors
Texas
$222K $0 1 0.06% Maintained
1756
NWA
New World Advisors
Massachusetts
$222K $0 1 0.16% Maintained
1757
PWMG
Prestige Wealth Management Group
New Jersey
$221K -$318K 1 0.13% Reduced
1758
OC
Oakworth Capital
Alabama
$220K +$11.6K 2 0.04% Increased
1759
CBFP
Cedar Brook Financial Partners
Ohio
$219K -$3.55K 1 0.1% Reduced
1760
MFW
Mosaic Family Wealth
Missouri
$219K -$13K 1 0.09% Reduced
1761
BWP
Bernardo Wealth Planning
Pennsylvania
$217K -$6.21K 1 0.17% Reduced
1762
MMHP
Murphy Middleton Hinkle & Parker
Georgia
$217K +$211K 1 0.15% New
1763
LC
Lourd Capital
California
$216K +$209K 1 0.02% New
1764
Bridgewater Associates
Bridgewater Associates
Connecticut
$215K -$3.36M 1 0% Reduced
1765
PFBT
Parkside Financial Bank & Trust
Missouri
$215K -$19.3K 3 0.07% Reduced
1766
PAS
Partnervest Advisory Services
California
$215K -$43K 1 0.09% Reduced
1767
TIP
Torray Investment Partners
Maryland
$215K +$208K 1 0.02% New
1768
SIA
Starfire Investment Advisers
Michigan
$214K +$208K 1 0.1% New
1769
VCA
Verdence Capital Advisors
Maryland
$214K +$207K 1 0.06% New
1770
ECAM
East Coast Asset Management
Massachusetts
$213K +$206K 1 0.06% New
1771
SM
Sabby Management
Florida
$213K -$87.6K 1 0.27% Reduced
1772
WA
Wealth Architects
California
$213K +$206K 1 0.06% New
1773
LA
LexAurum Advisors
Kansas
$212K +$205K 1 0.13% New
1774
WA
Winfield Associates
Ohio
$212K +$205K 1 0.11% New
1775
FMW
Farr Miller & Washington
District of Columbia
$211K +$205K 1 0.02% New