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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
1826
PM
Parametrica Management
Hong Kong
$217K +$339K 1 0.22% New
1827
Donaldson Capital Management
Donaldson Capital Management
Indiana
$216K +$249K 1 0.02% New
1828
PB
Pinnacle Bancorp
Nebraska
$216K -$5.13K 1 0.18% Reduced
1829
VWM
Vigilare Wealth Management
Arizona
$216K +$281K 1 0.26% New
1830
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$215K -$2.87K 1 0.04% Reduced
1831
Wellspring Financial Advisors
Wellspring Financial Advisors
Ohio
$215K +$247K 1 0.1% New
1832
Brookstone Capital Management
Brookstone Capital Management
Illinois
$214K +$253K 1 0.01% New
1833
Gladius Capital Management
Gladius Capital Management
Illinois
$214K +$10.6K 1 0.02% Increased
1834
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$212K +$244K 1 0.01% New
1835
MPW
Monterey Private Wealth
California
$211K $0 1 0.18% Maintained
1836
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$210K -$5.16M 1 0% Reduced
1837
London & Capital Asset Management
London & Capital Asset Management
United Kingdom
$210K -$217K 1 0.05% Reduced
1838
Transcend Capital Advisors
Transcend Capital Advisors
New Jersey
$209K +$1.88K 1 0.06% Increased
1839
D'Orazio & Associates
D'Orazio & Associates
Virginia
$208K $0 2 0.1% Maintained
1840
Foundry Partners
Foundry Partners
Minnesota
$207K $0 1 0.01% Maintained
1841
Fragasso Financial Advisors
Fragasso Financial Advisors
Pennsylvania
$207K +$238K 1 0.05% New
1842
ITIM
Indiana Trust & Investment Management
Indiana
$207K +$239K 1 0.15% New
1843
Mather Group
Mather Group
Illinois
$206K -$52.8K 1 0.01% Reduced
1844
Karpus Investment Management
Karpus Investment Management
New York
$205K -$8.24M 0 – Closed
1845
Vicus Capital
Vicus Capital
Pennsylvania
$205K +$10.7K 1 0.04% Increased
1846
Convergence Investment Partners
Convergence Investment Partners
Florida
$204K -$13.6K 1 0.09% Reduced
1847
CCMD
Cypress Capital Management (Delaware)
Delaware
$204K $0 1 0.04% Maintained
1848
PAS
Partnervest Advisory Services
California
$204K +$26.5K 1 0.09% Increased
1849
Trivium Point Advisory
Trivium Point Advisory
Connecticut
$204K +$214K 1 0.1% New
1850
BWA
Beam Wealth Advisors
Louisiana
$203K +$9.16K 1 0.2% Increased