← 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
GC
Garde Capital
Washington
$106K -$15K 1 0.01% Reduced
2252
TCWA
Ten Capital Wealth Advisors
Washington
$106K +$86.9K 4 0.03% Increased
2253
PMFA
Plante Moran Financial Advisors
Michigan
$106K -$13.9K 7 0.01% Reduced
2254
CWP
Concord Wealth Partners
Virginia
$105K -$207K 8 0.03% Reduced
2255
SGA
Seaport Global Advisors
Massachusetts
$104K -$163K 1 0.33% Reduced
2256
C
Covestor
United Kingdom
$104K -$261K 9 0.09% Reduced
2257
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$103K -$12.4K 4 0.01% Reduced
2258
CA
Crewe Advisors
Utah
$102K -$1.8K 3 0.01% Reduced
2259
BCPWM
Bradley & Co Private Wealth Management
Florida
$101K +$24K 3 0.11% Increased
2260
EBA
Eagle Bay Advisors
New York
$97.4K -$117K 3 0.05% Reduced
2261
CAM
Chesapeake Asset Management
New York
$96.7K +$98.1K 1 0.09% New
2262
NC
NewSquare Capital
Pennsylvania
$95.6K +$36.2K 13 0.01% Increased
2263
M
MOTCO
Texas
$94.3K $0 2 0.01% Maintained
2264
TP
Tranquility Partners
Tennessee
$92.1K +$78.5K 1 0.04% Increased
2265
LD
Lipe & Dalton
New York
$91K +$92.4K 1 0.05% New
2266
MWC
MBM Wealth Consultants
Missouri
$91K $0 1 0.04% Maintained
2267
AWM
Atticus Wealth Management
Florida
$89.2K +$15.5K 2 0.03% Increased
2268
CWR
Chico Wealth RIA
California
$87K +$95.3K 1 0.11% New
2269
LCS
Levin Capital Strategies
New York
$87K -$30.4K 1 0.01% Reduced
2270
HFM
Hartford Financial Management
Connecticut
$86.3K -$1.18K 5 0.02% Reduced
2271
HF
Halpern Financial
Virginia
$85.8K $0 2 0.03% Maintained
2272
PP
Pacifica Partners
Canada
$85.6K +$3.08K 4 0.05% Increased
2273
DAM
Delta Asset Management
Tennessee
$85.1K +$6.42K 3 0.01% Increased
2274
RFA
Register Financial Advisors
Georgia
$84.8K +$13.5K 4 0.07% Increased
2275
TCM
Tradewinds Capital Management
Washington
$84.1K -$963 14 0.03% Reduced