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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
2301
MFT
Moisand Fitzgerald Tamayo
Florida
$68K +$3.71K 5 0.01% Increased
2302
WAM
Worth Asset Management
Texas
$67.9K +$33.1K 3 0.05% Increased
2303
AWM
Abound Wealth Management
Tennessee
$67.3K -$2.13K 3 0.03% Reduced
2304
ME
McIlrath & Eck
Washington
$67.1K -$3.37K 3 0.02% Reduced
2305
CWS
Cypress Wealth Services
California
$66.8K $0 1 0.02% Maintained
2306
HWA
HHM Wealth Advisors
Tennessee
$66.6K -$7.56K 3 0.01% Reduced
2307
PPW
Pasadena Private Wealth
California
$66.6K $0 1 0.02% Maintained
2308
SC
Stephens Consulting
Michigan
$65.7K -$3.21K 5 0.04% Reduced
2309
ACM
Antonetti Capital Management
Florida
$65.4K +$21.3K 3 0.1% Increased
2310
IWP
IAG Wealth Partners
Wisconsin
$63.5K +$30.4K 2 0.02% Increased
2311
NSG
Nalls Sherbakoff Group
Tennessee
$63.3K +$57K 4 0.06% New
2312
JWA
JFS Wealth Advisors
Pennsylvania
$63.3K +$12.4K 7 0.01% Increased
2313
BHWM
Beaird Harris Wealth Management
Texas
$62.7K -$47.6K 10 0.01% Reduced
2314
PWS
Precision Wealth Strategies
Missouri
$61.9K -$208K 1 0.1% Reduced
2315
CFFP
Center for Financial Planning
Michigan
$61.5K -$231 4 0.01% Reduced
2316
FAG
Fortitude Advisory Group
Washington
$60.6K $0 2 0.05% Maintained
2317
UW
Unique Wealth
Florida
$60.5K +$54.1K 1 0.03% New
2318
CAC
Core Alternative Capital
Georgia
$60.4K +$37.9K 2 0.01% Increased
2319
MLA
MB, Levis & Associates
Pennsylvania
$58.5K $0 1 0.04% Maintained
2320
RTC
Riverview Trust Company
Washington
$58.3K +$16.7K 2 0.05% Increased
2321
SA
SRH Advisors
Kansas
$58K +$15.5K 3 0.03% Increased
2322
SIS
Strategic Investment Solutions
Illinois
$57.8K +$58.3K 5 0.01% New
2323
POIA
Pin Oak Investment Advisors
Texas
$57K -$3.7K 3 0.07% Reduced
2324
EARNEST Partners
EARNEST Partners
Georgia
$56.7K $0 3 0% Maintained
2325
RFA
Resurgent Financial Advisors
Georgia
$55.1K -$110K 1 0.04% Reduced