← 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
2276
EWP
Engrave Wealth Partners
Texas
$63K +$10.5K 2 0.06% Increased
2277
SWM
Sugarloaf Wealth Management
Georgia
$61K $0 3 0.02% Maintained
2278
ZCM
Zebra Capital Management
Connecticut
$60K $0 1 0.09% Maintained
2279
UA
Unison Advisors
District of Columbia
$56K $0 1 0.02% Maintained
2280
AIC
Ayalon Insurance Company
Israel
$55K $0 1 0.03% Maintained
2281
AFS
Aft Forsyth & Sober
Florida
$52K +$41.5K 1 0.37% New
2282
AAIM
Asset Advisors Investment Management
Georgia
$52K +$41.5K 1 0.01% New
2283
Gratus Capital
Gratus Capital
Georgia
$52K $0 1 0.01% Maintained
2284
TI
Truehand Inc
New Hampshire
$52K $0 1 0.04% Maintained
2285
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$52K +$38.3K 1 0.2% New
2286
BWA
BDO Wealth Advisors
Florida
$51K -$23.9K 2 0.01% Reduced
2287
IFAM
Institutional & Family Asset Management
Colorado
$51K -$26K 2 0.01% Reduced
2288
ICM
Islay Capital Management
Texas
$51K $0 2 0.06% Maintained
2289
CFN
Cordasco Financial Network
Florida
$47K $0 2 0.04% Maintained
2290
LF
Lee Financial
Texas
$47K +$29.6K 2 0.01% Increased
2291
PW
Price Wealth
Texas
$46K -$55.1K 1 0.01% Reduced
2292
CB
Community Bank
New York
$44K $0 1 0.01% Maintained
2293
PP
PrairieView Partners
Minnesota
$43K $0 2 0.01% Maintained
2294
SSWG
Seven Springs Wealth Group
Tennessee
$42K $0 1 0.03% Maintained
2295
IRC
Investors Research Corp
Georgia
$40K +$709 1 0.02% Increased
2296
HWM
HighMark Wealth Management
Minnesota
$39K $0 3 0.04% Maintained
2297
SouthState Corp
SouthState Corp
Florida
$39K -$30.4K 1 0% Reduced
2298
CP
Camelot Portfolios
Ohio
$38K -$366K 0 – Closed
2299
ETI
Enterprise Trust & Investment
California
$37K $0 1 0.02% Maintained
2300
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$36K $0 2 0.01% Maintained