← 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
2326
HGA
Hobbs Group Advisors
South Carolina
$47.1K +$35.5K 5 0.02% New
2327
MFA
McClarren Financial Advisors
Pennsylvania
$47K -$470 2 0.04% Reduced
2328
NSG
Nalls Sherbakoff Group
Tennessee
$46.8K -$2.54K 4 0.04% Reduced
2329
SouthState Corp
SouthState Corp
Florida
$46.1K -$7.79K 3 0% Reduced
2330
JFA
JNBA Financial Advisors
Minnesota
$46.1K -$286 4 0.01% Reduced
2331
Welch Group
Welch Group
Alabama
$46K $0 1 0% Maintained
2332
GWSA
Global Wealth Strategies & Associates
Colorado
$45.5K $0 4 0.02% Maintained
2333
SNS Financial Group
SNS Financial Group
Minnesota
$45.3K $0 1 0.01% Maintained
2334
SRCM
Signature Resources Capital Management
California
$45.1K +$29.4K 4 0.04% New
2335
WPA
West Paces Advisors
Georgia
$44.8K +$1.26K 2 0.01% Increased
2336
LFASL
Lugano Financial Advisors SA (LFA)
Switzerland
$44.7K $0 2 0.04% Maintained
2337
RIM
Rockbridge Investment Management
New York
$44.5K +$39.4K 5 0.01% New
2338
CIM
Cambria Investment Management
California
$44.4K $0 1 0% Maintained
2339
FPF
First Pacific Financial
Washington
$43.8K $0 1 0.01% Maintained
2340
TCWA
Turtle Creek Wealth Advisors
Texas
$43.4K +$33.7K 3 0.01% New
2341
PFA
Pathway Financial Advisers
Indiana
$42.4K -$3.49K 2 0.02% Reduced
2342
CAC
Core Alternative Capital
Georgia
$42.2K -$9.08K 2 0.01% Reduced
2343
HDIM
Hanson & Doremus Investment Management
Vermont
$42K $0 1 0.01% Maintained
2344
IRAG
Investment Research & Advisory Group
Georgia
$41.9K +$678 2 0.02% Increased
2345
HWP
Highline Wealth Partners
California
$41.4K +$1.96K 5 0.02% Increased
2346
DMKJ
David M. Knott Jr
$41K +$21.6K 1 0.02% New
2347
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$40.3K +$22 5 0% Increased
2348
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$39.4K +$149 6 0% Increased
2349
SPM
Symmetry Peak Management
Pennsylvania
$39K +$28.4K 1 0.01% New
2350
CWM
Compass Wealth Management
Connecticut
$38.7K -$181K 1 0.01% Reduced