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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
1976
TFA
Transamerica Financial Advisors
Florida
$1K +$8 1 0% New
1977
RWM
Raffa Wealth Management
District of Columbia
$846 -$93K 1 0% Reduced
1978
KFS
Kelly Financial Services
Massachusetts
$169 -$5.62K 0 – Closed
1979
Advent Capital Management
Advent Capital Management
New York
$0 -$113K 0 – Closed
1980
Advisory Alpha
Advisory Alpha
Michigan
$0 -$17.4K 0 – Closed
1981
AWM
Affinity Wealth Management
Delaware
$0 -$803K 0 – Closed
1982
AIA
Alera Investment Advisors
Illinois
$0 -$70K 0 – Closed
1983
ACM
Alight Capital Management
New York
$0 -$2.25M 0 – Closed
1984
AGM
Alpine Global Management
New York
$0 -$121K 0 – Closed
1985
AIC
Ameritas Investment Company
Nebraska
$0 -$729K 0 – Closed
1986
AIA
Arrow Investment Advisors
Maryland
$0 -$317K 0 – Closed
1987
AWM
Ashmore Wealth Management
Delaware
$0 -$13.5M 0 – Closed
1988
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$0 $0 1 0% Maintained
1989
AIM
Assured Investment Management
New York
$0 -$3.92M 0 – Closed
1990
Azora Capital LP
Azora Capital LP
Florida
$0 -$35.4M 0 – Closed
1991
BP
BBR Partners
New York
$0 -$3.06M 0 – Closed
1992
BRC
Bell Rock Capital
Delaware
$0 -$20K 0 – Closed
1993
BCM
Bluefin Capital Management
New York
$0 -$9.2M 0 – Closed
1994
BI
BlueSpruce Investments
Illinois
$0 -$124M 0 – Closed
1995
BBCM
Boardman Bay Capital Management
New York
$0 -$289K 0 – Closed
1996
BAM
Bruderman Asset Management
New York
$0 -$137K 0 – Closed
1997
BMM
Buffington Mohr McNeal
Idaho
$0 -$52K 0 – Closed
1998
CHP
Cable Hill Partners
Oregon
$0 -$38K 0 – Closed
1999
CAL
Capital Advisors Ltd
Ohio
$0 -$67K 0 – Closed
2000
Capital Guardian Trust
Capital Guardian Trust
California
$0 -$17K 0 – Closed