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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
1801
BCM
Birch Capital Management
Texas
$254K +$244K 1 0.25% New
1802
NEWAS
N.E.W. Advisory Services
Wisconsin
$253K +$244K 1 0.08% New
1803
MPW
Monterey Private Wealth
California
$252K +$258K 1 0.2% New
1804
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$250K -$26.2K 1 0.02% Reduced
1805
NIM
NuWave Investment Management
New Jersey
$250K -$246K 1 0.24% Reduced
1806
PB
Pinnacle Bancorp
Nebraska
$249K -$45.9K 2 0.17% Reduced
1807
AG
AlphaSimPlex Group
Massachusetts
$248K -$825K 1 0.09% Reduced
1808
ECA
Elevated Capital Advisors
Utah
$248K +$239K 1 0.28% New
1809
AF
Alerus Financial
North Dakota
$247K -$4.06K 1 0.03% Reduced
1810
SAMC
Spectrum Asset Management (California)
California
$247K +$238K 1 0.14% New
1811
Gerber Kawasaki Wealth & Investment Management
Gerber Kawasaki Wealth & Investment Management
California
$246K -$1.98K 1 0.06% Reduced
1812
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$246K +$2.71K 1 0.03% Increased
1813
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$245K -$418 4 0.09% Reduced
1814
CIP
Convergence Investment Partners
Florida
$244K -$1.45M 1 0.07% Reduced
1815
KCM
Karp Capital Management
California
$244K -$6.39K 1 0.06% Reduced
1816
AWP
Ascent Wealth Partners
New York
$242K +$6.77K 1 0.07% Increased
1817
MUS
Mitsubishi UFJ Securities
Japan
$242K $0 1 1.28% Maintained
1818
TC
Tatro Capital
Kentucky
$242K +$234K 1 0.22% New
1819
QT
Quantamental Technologies
New York
$241K -$1.13M 1 0.12% Reduced
1820
TFCP
Twin Focus Capital Partners
Massachusetts
$241K $0 1 0.08% Maintained
1821
CBT
Central Bank & Trust
Kentucky
$239K $0 1 0.05% Maintained
1822
VCM
Vigilant Capital Management
Maine
$239K +$148K 2 0.03% Increased
1823
ER
Enlightenment Research
Florida
$238K +$243K 1 1.11% New
1824
CQS
Credential Qtrade Securities
$237K +$228K 1 0.03% New
1825
DOA
D'Orazio & Associates
Virginia
$237K -$10.4K 2 0.07% Reduced