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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
1951
PWP
Personal Wealth Partners
Minnesota
$1K +$771 1 0% New
1952
3CP
3G Capital Partners
New York
$0 -$14M 0 – Closed
1953
APG
Abacus Planning Group
South Carolina
$0 -$206K 0 – Closed
1954
AGA
Accuvest Global Advisors
Utah
$0 -$1.03M 0 – Closed
1955
AAC
Acorn Advisory Capital
New York
$0 -$424K 0 – Closed
1956
AR
Advisory Research
Illinois
$0 -$203K 0 – Closed
1957
AH
Allen Holding
New York
$0 -$422K 0 – Closed
1958
AO
Allen Operations
New York
$0 -$15.7M 0 – Closed
1959
AAM
Alpine Associates Management
Florida
$0 -$13.2M 0 – Closed
1960
AP
AlpInvest Partners
Netherlands
$0 -$5.45M 0 – Closed
1961
AAM
Arabesque Asset Management
United Kingdom
$0 -$963K 0 – Closed
1962
AWMF
Arbor Wealth Management (Florida)
Florida
$0 -$9K 0 – Closed
1963
ACS
Archford Capital Strategies
Illinois
$0 -$112K 0 – Closed
1964
Aristeia Capital
Aristeia Capital
Connecticut
$0 -$16.1M 0 – Closed
1965
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$0 $0 1 0% Maintained
1966
ACM
Atika Capital Management
New York
$0 -$4.13M 0 – Closed
1967
ACM
Aubrey Capital Management
United Kingdom
$0 -$5.42M 0 – Closed
1968
BCM
Barometer Capital Management
Ontario, Canada
$0 -$7.12M 0 – Closed
1969
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$0 -$911K 0 – Closed
1970
BAM
Berkshire Asset Management
Pennsylvania
$0 -$358K 0 – Closed
1971
BAWC
Black-and-white Capital
California
$0 -$15.6M 0 – Closed
1972
BTP
Bloom Tree Partners
New York
$0 -$35.1M 0 – Closed
1973
BAM
Blueshift Asset Management
New Jersey
$0 -$4.11M 0 – Closed
1974
BIG
Boothe Investment Group
Delaware
$0 -$1.7M 0 – Closed
1975
BBA
Braun-Bostich & Associates
Pennsylvania
$0 -$10K 0 – Closed