← All themes

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
2201
HWM
HighMark Wealth Management
Minnesota
$119K +$13.9K 10 0.09% Increased
2202
CIA
Cape Investment Advisory
Georgia
$119K -$41.4K 7 0.06% Reduced
2203
NICM
Neo Ivy Capital Management
New York
$117K +$85.7K 2 0.26% New
2204
HF
Halpern Financial
Virginia
$117K -$5.44K 2 0.04% Reduced
2205
IFAM
Institutional & Family Asset Management
Colorado
$117K -$569 4 0.02% Reduced
2206
HCM
Highlander Capital Management
New Jersey
$115K -$4.25K 5 0.04% Reduced
2207
PP
PrairieView Partners
Minnesota
$114K $0 5 0.01% Maintained
2208
DIP
DT Investment Partners
Pennsylvania
$113K $0 1 0.01% Maintained
2209
GSIS
Global Strategic Investment Solutions
Arizona
$113K +$71K 1 0.01% Increased
2210
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$113K -$401 5 0.01% Reduced
2211
BCPWM
Bradley & Co Private Wealth Management
Florida
$113K -$9.66K 3 0.1% Reduced
2212
PBF
Petix & Botte Financial
California
$112K +$32.3K 1 0.03% Increased
2213
VIA
Virtus Investment Advisers
Connecticut
$111K +$103K 1 0.08% New
2214
SWA
SOA Wealth Advisors
New York
$109K -$4.75K 3 0.02% Reduced
2215
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$109K +$1.32K 1 0.01% Increased
2216
IW
Instrumental Wealth
Florida
$107K $0 1 0.12% Maintained
2217
TLA
Tanglewood Legacy Advisors
Texas
$106K $0 3 0.06% Maintained
2218
MAWCM
Mine & Arao Wealth Creation & Management
California
$106K -$735 5 0.06% Reduced
2219
CA
Corrado Advisors
New Jersey
$105K $0 1 0.09% Maintained
2220
WTG
West Tower Group
Virginia
$103K +$70.9K 3 0.21% Increased
2221
CFFP
Center for Financial Planning
Michigan
$101K $0 4 0.02% Maintained
2222
PWMG
Provence Wealth Management Group
California
$100K $0 5 0.05% Maintained
2223
GC
Garde Capital
Washington
$100K +$73.3K 1 0.01% New
2224
MFT
Moisand Fitzgerald Tamayo
Florida
$98.5K +$8.58K 7 0.02% Increased
2225
FWM
Focused Wealth Management
New York
$98.2K -$655 8 0.02% Reduced