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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
TFIPS
Towarzystwo Funduszy Inwestycyjnych PZU SA
$143K +$22K 4 0.05% Increased
2302
SIM
Sandia Investment Management
Massachusetts
$139K $0 1 0.22% Maintained
2303
AW
Avion Wealth
Texas
$138K +$21.2K 11 0.04% Increased
2304
CTA
Colonial Trust Advisors
South Carolina
$137K +$38.2K 8 0.01% Increased
2305
WVP
Worth Venture Partners
New Jersey
$136K -$98.7K 2 1% Reduced
2306
WH
Willner & Heller
California
$135K +$184K 1 0.12% New
2307
OA
Operose Advisors
Wisconsin
$135K $0 1 0.04% Maintained
2308
TLA
Tanglewood Legacy Advisors
Texas
$135K $0 3 0.06% Maintained
2309
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$133K +$54.3K 2 0.09% Increased
2310
CAM
Chesapeake Asset Management
New York
$133K -$353K 3 0.12% Reduced
2311
SAM
S.A. Mason
Michigan
$132K -$4.95K 1 0.07% Reduced
2312
HNWA
Henrickson Nauta Wealth Advisors
Michigan
$130K +$79.8K 1 0.05% Increased
2313
GJIA
Glass Jacobson Investment Advisors
Maryland
$130K +$3.21K 10 0.04% Increased
2314
First Command Advisory Services
First Command Advisory Services
Texas
$130K -$49.6K 1 0% Reduced
2315
EC
EntryPoint Capital
New York
$129K -$108K 1 0.07% Reduced
2316
RCM
Raleigh Capital Management
North Carolina
$126K +$40.2K 2 0.05% Increased
2317
OIA
Optimum Investment Advisors
Illinois
$125K +$76.5K 3 0.05% Increased
2318
EC
Elequin Capital
New York
$123K +$98.5K 6 0.01% Increased
2319
RTC
Riverview Trust Company
Washington
$121K -$1.84K 4 0.11% Reduced
2320
DFG
Delta Financial Group
New Jersey
$120K -$65.8K 1 0.04% Reduced
2321
CWC
Carolinas Wealth Consulting
North Carolina
$117K +$10.1K 4 0.02% Increased
2322
OC
Oakworth Capital
Alabama
$116K +$4.48K 2 0.01% Increased
2323
TWD
True Wealth Design
Ohio
$115K +$85K 5 0.05% Increased
2324
AWM
AllSquare Wealth Management
New York
$113K $0 5 0.06% Maintained
2325
DCBT
Dakota Community Bank & Trust
North Dakota
$112K $0 1 0.56% Maintained