← 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
1876
Choreo LLC
Choreo LLC
Illinois
$453K -$154K 1 0.04% Reduced
1877
GA
Geller Advisors
New York
$451K +$358K 1 0.14% New
1878
NCM
Next Capital Management
New York
$451K $0 1 0.32% Maintained
1879
HCM
Hall Capital Management
Rhode Island
$447K +$355K 1 0.38% New
1880
IGGA
Iron Gate Global Advisors
Utah
$447K +$354K 1 0.22% New
1881
AIM
Anchor Investment Management
South Carolina
$443K +$2.76K 2 0.1% Increased
1882
FWM
Focused Wealth Management
New York
$441K +$8.82K 3 0.1% Increased
1883
JCM
Jacobsen Capital Management
Utah
$441K +$350K 1 0.34% New
1884
LI
Leap Investments
Illinois
$441K +$322K 1 0.29% New
1885
VCA
Verdence Capital Advisors
Maryland
$441K +$22.3K 1 0.11% Increased
1886
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$440K +$349K 1 0.06% New
1887
9WM
9258 Wealth Management
Ohio
$437K $0 1 0.18% Maintained
1888
ETM
Euclidean Technologies Management
Washington
$437K $0 1 0.61% Maintained
1889
ACM
Adalta Capital Management
New York
$436K -$34.5K 1 0.35% Reduced
1890
TM
Titan Managers
Arizona
$434K +$345K 1 0.41% New
1891
CWG
Cornerstone Wealth Group
North Carolina
$432K $0 1 0.11% Maintained
1892
CG
Cutler Group
California
$430K -$10.6M 5 0.03% Reduced
1893
FNC
First National Corp
Massachusetts
$428K $0 1 0.15% Maintained
1894
VC
Veracity Capital
Georgia
$428K -$311K 1 0.25% Reduced
1895
SDWIA
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$426K +$20.6K 1 0.28% Increased
1896
GIA
Gladstone Institutional Advisory
Florida
$425K -$179K 2 0.11% Reduced
1897
KP
Keel Point
Alabama
$424K +$6.08K 1 0.04% Increased
1898
LWA
Lenox Wealth Advisors
New York
$423K -$35.7K 1 0.07% Reduced
1899
MPW
Monterey Private Wealth
California
$423K $0 1 0.3% Maintained
1900
RIL
Rothschild Investment LLC
Illinois
$421K $0 2 0.05% Maintained