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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
2401
GFPC
Global Financial Private Client
Florida
$59.3K -$158K 1 0.05% Reduced
2402
Advisory Alpha
Advisory Alpha
Michigan
$59K +$51.5K 2 0.01% New
2403
TI
Truehand Inc
New Hampshire
$59K $0 1 0.04% Maintained
2404
CFN
Cordasco Financial Network
Florida
$57K +$3.01K 2 0.05% Increased
2405
ETI
Enterprise Trust & Investment
California
$57K $0 1 0.03% Maintained
2406
BBL
Beck Bode LLC
Massachusetts
$56K +$50.9K 4 0.02% New
2407
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$54K $0 2 0.01% Maintained
2408
Gratus Capital
Gratus Capital
Georgia
$50K $0 1 0.01% Maintained
2409
ICM
Islay Capital Management
Texas
$49K -$10.3K 4 0.05% Reduced
2410
LF
Lee Financial
Texas
$49K $0 2 0.01% Maintained
2411
MWA
Moser Wealth Advisors
Washington
$49K +$37.7K 1 0.04% Increased
2412
LWM
Liberty Wealth Management
California
$48K +$5.32K 3 0.03% Increased
2413
SSWG
Seven Springs Wealth Group
Tennessee
$48K $0 1 0.03% Maintained
2414
1IA
1834 Investment Advisors
Wisconsin
$46K +$44.2K 2 0.01% New
2415
HFS
HBC Financial Services
Washington
$46K -$49.4K 1 0.04% Reduced
2416
ZCM
Zebra Capital Management
Connecticut
$45K $0 1 0.07% Maintained
2417
JWA
JFS Wealth Advisors
Pennsylvania
$44K $0 2 0.01% Maintained
2418
HFS
Horizon Financial Services
North Carolina
$42K +$36.4K 1 0.04% New
2419
AIM
Alambic Investment Management
California
$39K +$3.66K 1 0.43% Increased
2420
TCM
TD Capital Management
Tennessee
$39K $0 1 0.01% Maintained
2421
TIM
Total Investment Management
Arizona
$39K +$35.7K 1 0.01% New
2422
GG
Gleason Group
Kentucky
$38K $0 1 0.02% Maintained
2423
DI
Disciplined Investments
Oklahoma
$37K +$3.53K 2 0.03% Increased
2424
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$35K +$7.06K 2 0.03% Increased
2425
LAS
Lloyd Advisory Services
Georgia
$35K -$3.77K 1 0.02% Reduced