← 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
2351
ECM
Estabrook Capital Management
New York
$38.7K -$5.73K 2 0.01% Reduced
2352
JWM
Janiczek Wealth Management
Colorado
$38.6K +$7.42K 5 0.01% Increased
2353
SWS
SYSTM Wealth Solutions
Illinois
$38.5K +$35.9K 1 0.01% New
2354
NC
NewSquare Capital
Pennsylvania
$38.4K -$67.5K 3 0% Reduced
2355
NIMI
Natixis Investment Managers International
France
$37.5K $0 1 0% Maintained
2356
TFCP
Twin Focus Capital Partners
Massachusetts
$36.9K +$36.5K 1 0.01% New
2357
CCA
Criterion Capital Advisors
Tennessee
$36.8K +$34.4K 1 0.03% New
2358
FFO
Fortitude Family Office
Arizona
$36.5K +$28.1K 5 0.03% New
2359
WIA
Wetzel Investment Advisors
Indiana
$36K +$25.8K 4 0.02% New
2360
SWM
Scissortail Wealth Management
Oklahoma
$35.7K +$33.5K 1 0.01% New
2361
First Beijing Investment Ltd
First Beijing Investment Ltd
Hong Kong
$35.2K +$26.3K 3 0.01% New
2362
FA
Fortis Advisors
Pennsylvania
$35.1K +$26.9K 1 0.03% New
2363
Sit Investment Associates
Sit Investment Associates
Minnesota
$35K $0 1 0% Maintained
2364
SW
SlateStone Wealth
Florida
$35K -$470K 1 0% Reduced
2365
CFO
CVA Family Office
Colorado
$34.3K +$28.7K 5 0.01% New
2366
SHIM
Stone House Investment Management
Pennsylvania
$34K +$1.72K 2 0.01% Increased
2367
PP
PFS Partners
New Jersey
$33.7K +$2.83K 4 0.02% Increased
2368
SPWM
Spartan Planning & Wealth Management
North Carolina
$33.7K +$31.2K 1 0.04% Increased
2369
SWM
Sanctuary Wealth Management
Idaho
$33.4K -$4.43K 4 0.03% Reduced
2370
KFI
Key Financial Inc
Pennsylvania
$33.1K -$3.25K 3 0.01% Reduced
2371
GW&K Investment Management
GW&K Investment Management
Massachusetts
$33K +$4.3K 2 0% Increased
2372
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$33K $0 2 0% Maintained
2373
FFA
Fairfield Financial Advisors
Massachusetts
$32.5K $0 3 0.01% Maintained
2374
IWP
IAG Wealth Partners
Wisconsin
$32.4K -$1.38K 2 0.01% Reduced
2375
MSWM
Mowery & Schoenfeld Wealth Management
Illinois
$30.9K +$22.6K 1 0.06% New