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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
1901
CWP
Core Wealth Partners
California
$767K +$235K 2 0.33% Increased
1902
PGWM
Pitti Group Wealth Management
New York
$765K +$13.6K 2 0.56% Increased
1903
MFS
Miller Financial Services
Michigan
$765K -$268K 1 0.62% Reduced
1904
OWG
Oxford Wealth Group
Florida
$765K -$33.4K 1 0.34% Reduced
1905
LCM
Lazari Capital Management
California
$765K -$33.4K 2 0.24% Reduced
1906
PWAM
Private Wealth Asset Management
Iowa
$763K +$307K 5 0.07% Increased
1907
WKWM
Walter & Keenan Wealth Management
Indiana
$761K -$9.21K 1 0.19% Reduced
1908
SL
Savior LLC
Massachusetts
$759K -$48.7K 1 2.18% Reduced
1909
FFP
FourThought Financial Partners
Florida
$758K -$225K 2 0.06% Reduced
1910
CPA
Cardiff Park Advisors
California
$758K +$242K 3 0.06% Increased
1911
GSIAS
Garden State Investment Advisory Services
New Jersey
$758K +$16.6K 4 0.14% Increased
1912
Ancora Advisors
Ancora Advisors
Ohio
$756K +$136K 17 0.01% Increased
1913
LCM
LCM Capital Management
Illinois
$756K -$15.7K 3 0.33% Reduced
1914
DI
Deeter Investments
Texas
$752K -$5.28M 1 0.1% Reduced
1915
OCM
Objective Capital Management
Ohio
$750K -$86.7K 2 0.67% Reduced
1916
CISOA
Capital Investment Services of America
Wisconsin
$746K -$115K 1 0.07% Reduced
1917
CIA
Caerus Investment Advisors
Texas
$746K +$24.1K 2 0.25% Increased
1918
S
SimplyRich
California
$745K $0 1 0.17% Maintained
1919
GM
GeoWealth Management
Illinois
$745K +$153K 2 0.02% Increased
1920
CKAIS
Christensen King & Associates Investment Services
Washington
$744K $0 1 0.3% Maintained
1921
TCWM
Total Clarity Wealth Management
Illinois
$741K +$415K 1 0.14% Increased
1922
FCM
Fourpath Capital Management
Oklahoma
$739K +$175K 2 0.1% Increased
1923
OPWM
Oxinas Partners Wealth Management
Indiana
$738K -$343K 2 0.29% Reduced
1924
BIG
Brookwood Investment Group
Arizona
$737K +$467K 2 0.08% Increased
1925
LWM
Lodestone Wealth Management
Washington
$735K +$114K 11 0.26% Increased