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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
TD Ameritrade Investment Management
TD Ameritrade Investment Management
Nebraska
$9K -$7.49K 2 0% Reduced
1927
KWA
KCS Wealth Advisory
California
$8.73K +$9.43K 2 0.01% New
1928
HDIM
Hanson & Doremus Investment Management
Vermont
$8K $0 1 0% Maintained
1929
SWM
Selective Wealth Management
Virginia
$8K +$9.03K 1 0.01% New
1930
ES
Equitec Specialists
Illinois
$7K +$15.3K 1 0% New
1931
TIM
Tortoise Investment Management
New York
$7K -$44.1K 1 0% Reduced
1932
1NWS
1 North Wealth Services
Maryland
$6K +$6.17K 1 0% New
1933
BRC
Bell Rock Capital
Delaware
$6K +$6.79K 1 0.01% New
1934
IWA
Intercontinental Wealth Advisors
Texas
$6K $0 1 0% Maintained
1935
CMBA
C.M. Bidwell & Associates
Hawaii
$5K +$5.18K 1 0% New
1936
EIP
Ellis Investment Partners
Pennsylvania
$5K $0 1 0% Maintained
1937
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5K $0 1 0% Maintained
1938
FWC
First Washington Corp
Washington
$5K $0 1 0% Maintained
1939
SFA
Semmax Financial Advisors
North Carolina
$4K $0 1 0% Maintained
1940
EP
Elkhorn Partners
Nebraska
$3K +$219K 1 0% New
1941
HS
Horan Securities
United States
$3K -$5.51K 1 0% Reduced
1942
MIM
Macroview Investment Management
Maryland
$3K $0 1 0.01% Maintained
1943
NCM
New Capital Management
Texas
$3K $0 1 0% Maintained
1944
SA
SRH Advisors
Kansas
$3K $0 1 0.01% Maintained
1945
KFS
Kelly Financial Services
Massachusetts
$2.38K +$2.37K 1 0% New
1946
BSG
Black Swift Group
Colorado
$2K $0 1 0% Maintained
1947
HH
HWG Holdings
Texas
$2K -$496K 1 0% Reduced
1948
SCA
Stuart Chaussee & Associates
California
$2K $0 1 0% Maintained
1949
BCH
Berkshire Capital Holdings
California
$1.66K -$19.1M 2 0% Reduced
1950
CIR
Clear Investment Research
Georgia
$1K $0 1 0% Maintained