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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
Nicholas Hoffman & Company
Nicholas Hoffman & Company
Georgia
$391K +$310K 1 0.11% New
1927
Csenge Advisory Group
Csenge Advisory Group
Florida
$388K +$308K 1 0.06% New
1928
HIS
Harvest Investment Services
Illinois
$388K +$308K 1 0.23% New
1929
HI
Hudock Inc
Pennsylvania
$384K -$1.52K 2 0.14% Reduced
1930
DOA
D'Orazio & Associates
Virginia
$383K $0 2 0.17% Maintained
1931
AssetMark Inc
AssetMark Inc
California
$381K -$3.13M 2 0% Reduced
1932
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$381K -$8.71K 1 0.05% Reduced
1933
MPAM
Monarch Partners Asset Management
Massachusetts
$379K +$349K 1 0.09% New
1934
FP
Foundry Partners
Minnesota
$377K $0 1 0.02% Maintained
1935
ITIM
Indiana Trust & Investment Management
Indiana
$377K $0 1 0.23% Maintained
1936
FP
Financial Perspectives
Minnesota
$376K $0 2 0.27% Maintained
1937
BWA
Beam Wealth Advisors
Louisiana
$376K +$1.38K 1 0.38% Increased
1938
Avior Wealth Management
Avior Wealth Management
Nebraska
$375K +$224K 3 0.06% Increased
1939
LCS
Levin Capital Strategies
New York
$375K -$207K 2 0.05% Reduced
1940
WFA
Wellspring Financial Advisors
Ohio
$374K -$12.9K 1 0.15% Reduced
1941
CCMD
Cypress Capital Management (Delaware)
Delaware
$371K $0 1 0.06% Maintained
1942
Heritage Investors Management Corp
Heritage Investors Management Corp
Maryland
$371K +$163K 1 0.02% Increased
1943
LHC
Little House Capital
Massachusetts
$371K -$27.9K 1 0.34% Reduced
1944
PP
Palladium Partners
Virginia
$370K $0 1 0.03% Maintained
1945
WVP
Worth Venture Partners
New Jersey
$370K +$134K 1 0.18% Increased
1946
CRCM
Corbett Road Capital Management
Virginia
$369K +$71.6K 2 0.35% Increased
1947
JT
Jump Trading
Illinois
$369K -$59.1K 1 0.25% Reduced
1948
HCMNY
Howard Capital Management (New York)
New York
$367K -$191K 1 0.05% Reduced
1949
BMC
Beaton Management Company
Massachusetts
$366K $0 1 0.33% Maintained
1950
Confluence Investment Management
Confluence Investment Management
Missouri
$365K -$2.9K 1 0.01% Reduced