← 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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1776
JFA
JNBA Financial Advisors
Minnesota
$55K -$539K 2 0.01% Reduced
1777
BFS
Baskin Financial Services
Ontario, Canada
$53K $0 1 0.01% Maintained
1778
BFC
Bedel Financial Consulting
Indiana
$53K $0 1 0.04% Maintained
1779
RWA
River Wealth Advisors
Pennsylvania
$51K +$64.8K 2 0.02% Increased
1780
CAL
Capital Advisors Ltd
Ohio
$50K -$51K 1 0.01% Reduced
1781
AIA
Alera Investment Advisors
Illinois
$49K +$50.1K 3 0.03% New
1782
Bartlett & Co
Bartlett & Co
Ohio
$49K $0 1 0% Maintained
1783
LWM
Liberty Wealth Management
California
$49K +$52.1K 2 0.04% New
1784
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$48.5K $0 1 0% Maintained
1785
VEA
Virtus ETF Advisers
New York
$48K +$779 2 0.01% Increased
1786
DAM
Delta Asset Management
Tennessee
$47K +$16.7K 2 0.01% Increased
1787
VNA
Valley National Advisers
Pennsylvania
$47K +$5.89K 4 0.02% Increased
1788
MFT
Moisand Fitzgerald Tamayo
Florida
$46K $0 1 0.03% Maintained
1789
CWA
Clarus Wealth Advisors
Arizona
$45K -$10K 2 0.07% Reduced
1790
ONST
Old North State Trust
North Carolina
$45K +$45.4K 1 0.05% New
1791
PRC
Pearl River Capital
Michigan
$45K +$52K 2 0.21% New
1792
FTI
Fiduciary Trust International
Massachusetts
$44K +$44.1K 1 0.01% New
1793
PK
Pflug Koory
Nebraska
$44K +$7.06K 2 0.04% Increased
1794
BAMG
Brand Asset Management Group
Missouri
$43K -$4.75K 1 0.03% Reduced
1795
HT
Heritage Trust
Oklahoma
$43K $0 1 0.02% Maintained
1796
WAM
Watermark Asset Management
California
$41K $0 1 0.02% Maintained
1797
WAS
WESPAC Advisors SoCal
California
$40K -$76.3K 1 0.03% Reduced
1798
WA
WealthTrust-Arizona
Arizona
$39K +$8.5K 3 0.02% Increased
1799
PIA
Phoenix Investment Adviser
New York
$38K +$42K 1 0.08% New
1800
CHP
Cable Hill Partners
Oregon
$37K -$4K 1 0.01% Reduced