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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
2076
CA
Corrado Advisors
New Jersey
$51.8K $0 1 0.04% Maintained
2077
WOC
West Oak Capital
California
$51K +$9.77K 2 0.03% Increased
2078
CAM
Chesapeake Asset Management
New York
$51K $0 1 0.05% Maintained
2079
DAM
Delta Asset Management
Tennessee
$50.7K -$2.13K 3 0.01% Reduced
2080
YAL
Your Advocates Ltd
Texas
$50.2K +$73.9K 4 0.03% Increased
2081
BIA
Bell Investment Advisors
California
$50.1K +$1.42K 5 0.01% Increased
2082
CWM
CarsonAllaria Wealth Management
Illinois
$49.6K -$7.29K 5 0.04% Reduced
2083
AWM
Abound Wealth Management
Tennessee
$49.5K -$391 4 0.02% Reduced
2084
BFA
BBJS Financial Advisors
Washington
$49.2K -$1.12M 4 0.02% Reduced
2085
AW
Avion Wealth
Texas
$49K +$2.32K 7 0.01% Increased
2086
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$49K $0 1 0% Maintained
2087
GFG
Greystone Financial Group
Michigan
$49K +$63.5K 1 0.01% New
2088
HWA
HHM Wealth Advisors
Tennessee
$48.9K $0 5 0.01% Maintained
2089
FGN
Foundry Group Next
Colorado
$48.7K -$376K 1 0.03% Reduced
2090
Catalyst Capital Advisors
Catalyst Capital Advisors
New York
$48.2K +$13.1K 1 0% Increased
2091
M
MOTCO
Texas
$47.3K -$41.5K 2 0% Reduced
2092
ACM
Antonetti Capital Management
Florida
$47.2K $0 2 0.07% Maintained
2093
SWA
Sutton Wealth Advisors
Florida
$47.1K +$13.5K 7 0.02% Increased
2094
TWM
Triton Wealth Management
Arizona
$47K +$56.8K 1 0.03% New
2095
DCBT
Dakota Community Bank & Trust
North Dakota
$46.6K +$21.9K 2 0.3% Increased
2096
NSG
Nalls Sherbakoff Group
Tennessee
$45.9K -$517 4 0.04% Reduced
2097
ANBT
American National Bank & Trust
Texas
$45.4K -$8.74K 2 0.01% Reduced
2098
CAC
Core Alternative Capital
Georgia
$45.3K $0 2 0.01% Maintained
2099
TCM
Tradewinds Capital Management
Washington
$44K +$1.61K 12 0.01% Increased
2100
ECM
Estabrook Capital Management
New York
$42.4K $0 2 0.01% Maintained