← 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
NI
NCP Inc
California
$51K -$9.13K 4 0.03% Reduced
2277
CYG
Clean Yield Group
Vermont
$50.6K -$15.5K 3 0.02% Reduced
2278
BCM
Blume Capital Management
California
$50.4K -$8.33K 2 0.01% Reduced
2279
WOC
West Oak Capital
California
$49.1K +$166 7 0.02% Increased
2280
HWP
Highline Wealth Partners
California
$49K +$822 3 0.02% Increased
2281
OIA
Optimum Investment Advisors
Illinois
$48.7K -$6.66K 3 0.02% Reduced
2282
FFO
Fortitude Family Office
Arizona
$48.6K +$7.45K 5 0.03% Increased
2283
MCM
MV Capital Management
Maryland
$48.6K +$5.64K 5 0.01% Increased
2284
EWP
Elevation Wealth Partners
California
$47.9K +$13.7K 3 0.02% Increased
2285
TYCC
Texas Yale Capital Corp
Florida
$47.7K $0 1 0% Maintained
2286
T
Tidemark
California
$47.7K -$1.15K 4 0.02% Reduced
2287
PWMG
Prestige Wealth Management Group
New Jersey
$46.9K -$22.8K 4 0.01% Reduced
2288
HGA
Hobbs Group Advisors
South Carolina
$46.4K +$65.5K 5 0.02% New
2289
PA
Pineridge Advisors
Missouri
$46.3K $0 3 0.02% Maintained
2290
FWM
Foguth Wealth Management
Michigan
$46K +$10.4K 1 0.02% Increased
2291
RFA
Register Financial Advisors
Georgia
$45.9K $0 3 0.02% Maintained
2292
A
AJOVista
Massachusetts
$45.6K -$160K 1 0.13% Reduced
2293
GWSA
Global Wealth Strategies & Associates
Colorado
$45.6K +$734 3 0.02% Increased
2294
PP
PFS Partners
New Jersey
$45.2K $0 5 0.03% Maintained
2295
SHIM
Stone House Investment Management
Pennsylvania
$44.6K -$17.5K 2 0.01% Reduced
2296
AIP
ARS Investment Partners
New York
$44.5K +$27K 1 0% New
2297
SFM
Signet Financial Management
New Jersey
$44.5K $0 1 0.01% Maintained
2298
TLCM
Twin Lakes Capital Management
California
$43.8K $0 1 0.03% Maintained
2299
IIC
Integrated Investment Consultants
Michigan
$43.5K $0 1 0.01% Maintained
2300
WAM
Warberg Asset Management
Illinois
$42.5K +$19.1K 2 0.01% Increased