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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
2026
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$293K +$233K 1 0.04% New
2027
HS
Haafor (Singapore)
Singapore
$293K -$423K 1 0.5% Reduced
2028
PL
Parthenon LLC
Kentucky
$293K +$232K 1 0.06% New
2029
ANB
Amarillo National Bank
Texas
$292K +$232K 1 0.12% New
2030
FCB
First Command Bank
Texas
$292K $0 1 0.09% Maintained
2031
FCFS
First Command Financial Services
Texas
$292K $0 1 0.09% Maintained
2032
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$292K $0 1 0.2% Maintained
2033
CIEP
Constellation Investimentos e Participacoes
Brazil
$289K +$229K 1 0.08% New
2034
SB
Sunflower Bank
Texas
$289K +$230K 1 0.11% New
2035
SRC
Sage Rhino Capital
California
$287K +$227K 1 0.15% New
2036
CFD
Creative Financial Designs
Indiana
$284K +$204K 2 0.09% Increased
2037
LCM
Leisure Capital Management
California
$284K +$225K 1 0.23% New
2038
EFS
Essex Financial Services
Connecticut
$283K +$224K 1 0.09% New
2039
HFP
Holistic Financial Partners
Indiana
$283K +$225K 1 0.24% New
2040
LC
Landaas & Company
Wisconsin
$283K +$224K 1 0.22% New
2041
LA
Linden Advisors
New York
$281K -$6.64M 0 – Closed
2042
JIR
James Investment Research
Ohio
$280K +$21.8K 1 0.03% Increased
2043
CCM
Chickasaw Capital Management
Tennessee
$279K +$221K 1 0.01% New
2044
RIM
Redwood Investment Management
Arizona
$279K +$221K 1 0.08% New
2045
VST
Van Strum & Towne
California
$279K +$221K 1 0.19% New
2046
DIM
DC Investments Management
Virginia
$277K +$285K 1 0.1% New
2047
PBO
Peoples Bank (Ohio)
Ohio
$277K +$220K 1 0.2% New
2048
CBN
Cadence Bank NA
Texas
$276K +$219K 1 0.12% New
2049
CIC
Cornercap Investment Counsel
Georgia
$276K +$219K 1 0.04% New
2050
ECG
Edge Capital Group
Georgia
$276K +$219K 1 0.03% New