← 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
2251
JPLA
Joseph P. Lucia & Associates
New York
$354K +$43.5K 1 0.11% Increased
2252
MIA
MMBG Investment Advisors
Florida
$354K -$18.2K 1 0.03% Reduced
2253
FSA
Financial Sense Advisors
California
$354K +$591K 1 0.07% New
2254
BCM
Bannerstone Capital Management
Minnesota
$353K -$291K 1 0.3% Reduced
2255
Associated Banc-Corp
Associated Banc-Corp
Wisconsin
$353K +$372K 1 0.01% New
2256
CA
CV Advisors
Florida
$353K -$302K 1 0.07% Reduced
2257
QFA
Quantum Financial Advisors
California
$352K -$23.7K 1 0.03% Reduced
2258
CPA
Capital Performance Advisors
California
$352K -$764K 1 0.02% Reduced
2259
BBP
Banco BTG Pactual
Brazil
$350K +$7.81K 2 0.03% Increased
2260
HHGA
Halbert Hargrove Global Advisors
California
$349K +$2.88K 8 0.02% Increased
2261
OC
Oarsman Capital
Wisconsin
$348K +$290K 1 0.04% New
2262
FFA
First Foundation Advisors
California
$347K $0 1 0.01% Maintained
2263
HCP
Hardin Capital Partners
South Carolina
$347K -$253K 1 0.16% Reduced
2264
BIA
Beacon Investment Advisors
Maryland
$347K $0 1 0.11% Maintained
2265
DIM
DLK Investment Management
California
$344K +$406K 3 0.15% Increased
2266
TL
Tradewinds LLC
North Carolina
$344K +$2.7M 1 0.08% Increased
2267
RAG
RIA Advisory Group
Iowa
$344K +$177K 2 0.07% Increased
2268
CT
Clearstead Trust
Maine
$343K -$47.7K 9 0.04% Reduced
2269
JWM
Jeppson Wealth Management
California
$343K +$52.9K 1 0.1% Increased
2270
Kestra Investment Management
Kestra Investment Management
Texas
$343K -$358K 1 0.01% Reduced
2271
CCG
Ceeto Capital Group
Florida
$343K +$295K 1 0.09% New
2272
DWS
Discipline Wealth Solutions
South Carolina
$343K +$2.9K 1 0.03% Increased
2273
CL
CIM LLC
New York
$342K +$150K 1 0.04% Increased
2274
Conning Inc
Conning Inc
Connecticut
$342K +$82.7K 1 0.01% Increased
2275
CC
Corsicana & Co
Texas
$342K +$121K 4 0.17% Increased