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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
2176
SIGI
Susquehanna International Group (Ireland)
Ireland
$19.5K -$409K 1 0% Reduced
2177
NCM
Northwest Capital Management
Oregon
$19.2K -$1.6K 1 0.01% Reduced
2178
NECFA
New England Capital Financial Advisors
Connecticut
$19.2K +$2.09K 2 0.01% Increased
2179
PAG
Paladin Advisory Group
Iowa
$19.2K $0 1 0.02% Maintained
2180
CA
Crewe Advisors
Utah
$18.6K -$42K 4 0% Reduced
2181
CSC
Caldwell Sutter Capital
California
$18.4K -$87.4K 5 0.01% Reduced
2182
SL
Salomon & Ludwin
Virginia
$18.3K +$20.4K 4 0% New
2183
GFPC
Global Financial Private Client
Florida
$17.8K $0 2 0.01% Maintained
2184
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management
Oregon
$17.5K $0 2 0% Maintained
2185
NMG
New Millennium Group
Utah
$16.7K $0 2 0.02% Maintained
2186
DAC
Dividend Assets Capital
South Carolina
$16K $0 1 0% Maintained
2187
AC
Ayrton Capital
Connecticut
$15.9K -$1.04M 1 0.11% Reduced
2188
LWA
Lineweaver Wealth Advisors
Ohio
$15.4K $0 1 0% Maintained
2189
PFG
Prosperity Financial Group
California
$14.9K $0 1 0.01% Maintained
2190
SWM
Sugarloaf Wealth Management
Georgia
$14.7K $0 4 0% Maintained
2191
ME
McIlrath & Eck
Washington
$14.6K -$33.8K 2 0% Reduced
2192
CHA
Carmichael Hill & Associates
Maryland
$14.4K $0 5 0.01% Maintained
2193
GSIS
Global Strategic Investment Solutions
Arizona
$14.4K $0 1 0% Maintained
2194
RCG
Rock Creek Group
District of Columbia
$14.3K -$23.4K 1 0% Reduced
2195
AWM
Austin Wealth Management
Texas
$14.1K +$19.5K 1 0% New
2196
HNWA
Henrickson Nauta Wealth Advisors
Michigan
$14K $0 1 0.01% Maintained
2197
TYCC
Texas Yale Capital Corp
Florida
$13.5K $0 1 0% Maintained
2198
SHIM
Stone House Investment Management
Pennsylvania
$13.4K $0 2 0% Maintained
2199
TWD
True Wealth Design
Ohio
$13.3K $0 1 0% Maintained
2200
CC
Cannell & Co
New York
$13.2K $0 1 0% Maintained