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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
CAC
Certified Advisory Corp
Florida
$67K -$19.8K 3 0.02% Reduced
1977
CYG
Clean Yield Group
Vermont
$67K -$114K 1 0.02% Reduced
1978
CA
Crewe Advisors
Utah
$66K +$2.6K 2 0.03% Increased
1979
OR
Olympiad Research
Connecticut
$66K +$64K 1 0.05% New
1980
XS
XR Securities
Illinois
$66K +$63.4K 1 0.01% New
1981
3C
361 Capital
Colorado
$65K +$62.7K 1 0.02% New
1982
ONST
Old North State Trust
North Carolina
$65K -$16.4K 1 0.04% Reduced
1983
ANBT
American National Bank & Trust
Texas
$63K $0 1 0.02% Maintained
1984
PK
Pflug Koory
Nebraska
$61K +$5.83K 2 0.04% Increased
1985
IRC
Investors Research Corp
Georgia
$59K $0 3 0.03% Maintained
1986
HI
Hoey Investments
Pennsylvania
$57K +$56K 2 0.04% New
1987
JWBC
John W. Brooker & Co
California
$57K +$54.6K 1 0.04% New
1988
CAL
Capital Advisors Ltd
Ohio
$56K $0 1 0.01% Maintained
1989
CDIA
Capital Directions Investment Advisors
Georgia
$56K $0 1 0.02% Maintained
1990
MAWCM
Mine & Arao Wealth Creation & Management
California
$56K +$57.5K 1 0.05% New
1991
SIS
Sound Income Strategies
Florida
$56K +$6.25K 3 0.02% Increased
1992
ZCM
Zebra Capital Management
Connecticut
$56K +$18.6K 1 0.05% Increased
1993
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$55K +$52.6K 1 0.01% New
1994
MFT
Moisand Fitzgerald Tamayo
Florida
$54K +$320 2 0.03% Increased
1995
TFGT
TS Financial Group (TSFG)
Illinois
$54K +$250 2 0.04% Increased
1996
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$52K +$7.41K 1 0.11% Increased
1997
PFSC
Peoples Financial Services Corp
Pennsylvania
$52K $0 1 0.02% Maintained
1998
TFA
Toth Financial Advisory
Virginia
$52K -$224K 2 0.01% Reduced
1999
VRM
Vectors Research Management
New York
$52K +$8.5K 2 0.02% Increased
2000
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$50K -$394K 1 0% Reduced