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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
1926
MP
Mangrove Partners
Connecticut
$733K -$1.07M 1 0.05% Reduced
1927
Meitav Investment House
Meitav Investment House
Israel
$732K -$11.5M 2 0% Reduced
1928
JHU
Johns Hopkins University
Maryland
$730K $0 1 0.05% Maintained
1929
WH
Wallace Hart
Kentucky
$730K $0 1 0.46% Maintained
1930
GS
GWN Securities
Florida
$729K +$139K 2 0.12% Increased
1931
FHA
Flagship Harbor Advisors
Massachusetts
$728K +$428K 2 0.03% Increased
1932
BCV
Banque Cantonale Vaudoise
Switzerland
$726K -$735K 8 0.1% Reduced
1933
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$726K +$136K 18 0.02% Increased
1934
CCP
Cane Capital Partners
Louisiana
$723K -$213K 1 0.29% Reduced
1935
MSR
Main Street Research
Connecticut
$719K +$56.4K 2 0.03% Increased
1936
PFA
Pinnacle Family Advisors
Missouri
$714K +$819K 2 0.3% New
1937
TS
Tamar Securities
California
$714K +$415K 3 0.07% Increased
1938
WPW
Watershed Private Wealth
Illinois
$714K +$579K 2 0.2% Increased
1939
CCG
Capital CS Group
California
$713K +$649K 2 0.56% New
1940
OP
Oslo Pensjonsforsikring
$710K -$438K 4 0.08% Reduced
1941
GC
GatePass Capital
Ohio
$710K -$190K 1 0.27% Reduced
1942
OP
Oldfield Partners
United Kingdom
$702K $0 1 0.17% Maintained
1943
BTD
BankPlus Trust Department
Mississippi
$701K -$182K 7 0.16% Reduced
1944
HWA
HCR Wealth Advisors
California
$700K -$6.95K 2 0.06% Reduced
1945
NC
nVerses Capital
Florida
$697K +$170K 6 1.07% Increased
1946
LC
LCNB Corp
Ohio
$697K -$40.8K 1 0.21% Reduced
1947
OPW
Oxler Private Wealth
New York
$695K +$180K 1 0.2% Increased
1948
PAI
Pittenger & Anderson Inc
Nebraska
$695K -$67.8K 6 0.03% Reduced
1949
BSAM
Blue Square Asset Management
New York
$692K +$230K 1 0.28% Increased
1950
CPL
Capital & Planning LLC
Georgia
$684K +$23.3K 1 0.35% Increased