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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
1876
NCM
Nelson Capital Management
California
$39K -$10K 1 0.01% Reduced
1877
PHK
Point72 Hong Kong
Hong Kong
$39K -$329K 2 0.01% Reduced
1878
AIL
AGF Investments LLC
Ontario, Canada
$33K +$881 1 0.01% Increased
1879
1832 Asset Management
1832 Asset Management
Ontario, Canada
$32K -$147M 1 0% Reduced
1880
GSC
G&S Capital
Colorado
$31K -$684K 1 0.02% Reduced
1881
IFAM
Institutional & Family Asset Management
Colorado
$31K -$101K 2 0.01% Reduced
1882
MCM
McMillion Capital Management
North Carolina
$31K $0 1 0.02% Maintained
1883
SL
Salomon & Ludwin
Virginia
$31K $0 1 0.01% Maintained
1884
TI
Truehand Inc
New Hampshire
$31K $0 1 0.02% Maintained
1885
CB
Community Bank
New York
$30K -$2.2K 1 0.01% Reduced
1886
CFN
Cordasco Financial Network
Florida
$28K $0 1 0.03% Maintained
1887
Advisory Alpha
Advisory Alpha
Michigan
$27.1K +$29.9K 2 0.01% New
1888
FPFS
First Personal Financial Services
North Carolina
$26K -$71.4K 1 0.01% Reduced
1889
EWA
Evolution Wealth Advisors
Florida
$25K -$96.7K 1 0.01% Reduced
1890
SouthState Corp
SouthState Corp
Florida
$23K $0 1 0% Maintained
1891
APC
Aspire Private Capital
North Carolina
$22K $0 2 0.01% Maintained
1892
ETI
Enterprise Trust & Investment
California
$22K $0 1 0.01% Maintained
1893
MBTD
Mechanics Bank - Trust Department
California
$22K +$23.5K 1 0% New
1894
PW
Price Wealth
Texas
$21K +$23.2K 1 0.01% New
1895
ZCM
Zebra Capital Management
Connecticut
$21K +$23.1K 1 0.02% New
1896
WPW
Winthrop Partners - WNY
New York
$20.7K $0 1 0.01% Maintained
1897
TCM
TD Capital Management
Tennessee
$20K $0 1 0% Maintained
1898
EM
ELCO Management
New York
$19K $0 1 0.01% Maintained
1899
JIP
Jaffetilchin Investment Partners
Florida
$19K -$212K 1 0% Reduced
1900
RT
Rockland Trust
Massachusetts
$19K +$23.6K 1 0% New