← 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
2226
FCM
Firestone Capital Management
Florida
$137K +$99.4K 2 0.06% Increased
2227
PO
Private Ocean
California
$134K -$45.9K 2 0.03% Reduced
2228
TSS
Two Sigma Securities
New York
$134K -$4.09M 3 0% Reduced
2229
BCM
Blume Capital Management
California
$132K $0 2 0.07% Maintained
2230
C
Cerebellum
California
$131K +$246K 1 0.09% New
2231
SIS
Sound Income Strategies
Florida
$127K +$30K 2 0.04% Increased
2232
MFT
Moisand Fitzgerald Tamayo
Florida
$125K +$49.3K 2 0.07% Increased
2233
TW
Transform Wealth
Colorado
$125K -$2.07M 1 0.02% Reduced
2234
EARNEST Partners
EARNEST Partners
Georgia
$123K $0 3 0% Maintained
2235
TFO
Tarbox Family Office
California
$121K -$12.3K 4 0.03% Reduced
2236
MWC
MBM Wealth Consultants
Missouri
$120K $0 1 0.08% Maintained
2237
BHWM
Bay Harbor Wealth Management
Maryland
$116K +$40.5K 2 0.06% Increased
2238
CWC
Carolinas Wealth Consulting
North Carolina
$116K +$91.9K 2 0.05% New
2239
RWG
Regal Wealth Group
California
$115K -$47.1K 2 0.09% Reduced
2240
WPA
West Paces Advisors
Georgia
$114K $0 1 0.06% Maintained
2241
PMFA
Plante Moran Financial Advisors
Michigan
$112K +$9.54K 3 0.04% Increased
2242
BAMG
Brand Asset Management Group
Missouri
$111K $0 1 0.07% Maintained
2243
ANBT
American National Bank & Trust
Texas
$105K $0 1 0.03% Maintained
2244
CA
Crewe Advisors
Utah
$105K $0 1 0.05% Maintained
2245
APC
Aspire Private Capital
North Carolina
$102K +$80.7K 1 0.05% New
2246
WC
Wexford Capital
Florida
$100K -$161K 1 0.03% Reduced
2247
HFM
Hartford Financial Management
Connecticut
$99K -$41.5K 2 0.03% Reduced
2248
SM
Sabby Management
Florida
$99K -$2.66M 2 0.02% Reduced
2249
PK
Pflug Koory
Nebraska
$98K $0 2 0.07% Maintained
2250
Benjamin Edwards Inc
Benjamin Edwards Inc
Missouri
$95K +$919 1 0.08% Increased