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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
2426
SCP
Sandhill Capital Partners
New York
$35K $0 1 0% Maintained
2427
FM
Factorial Management
Hong Kong
$33K +$36.8K 1 1.24% New
2428
AWM
Avondale Wealth Management
Texas
$30K $0 1 0.05% Maintained
2429
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30K +$14.8K 2 0% Increased
2430
TF
TimeScale Financial
Massachusetts
$30K $0 1 0.01% Maintained
2431
NICM
Neo Ivy Capital Management
New York
$29K +$25.6K 1 0.03% New
2432
CCM
Chiron Capital Management
Florida
$28K +$42.5K 1 0.02% New
2433
BC
Barnett & Company
Tennessee
$27K $0 1 0.02% Maintained
2434
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$27K $0 1 0.01% Maintained
2435
WLPWM
Walled Lake Planning & Wealth Management
Illinois
$27K $0 1 0.02% Maintained
2436
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K $0 2 0.02% Maintained
2437
AWM
Adams Wealth Management
Utah
$25K +$23.9K 1 0.02% New
2438
APWA
Atlas Private Wealth Advisors
New Jersey
$25K +$1.98K 3 0.02% Increased
2439
HR
Howe & Rusling
New York
$24K -$8.33K 3 0% Reduced
2440
CFFP
Center for Financial Planning
Michigan
$22K $0 1 0.01% Maintained
2441
SFG
Sowa Financial Group
Rhode Island
$22K $0 1 0.02% Maintained
2442
FMP
Financial Management Professionals
Texas
$21K $0 1 0.01% Maintained
2443
JWM
Janiczek Wealth Management
Colorado
$21K +$14.7K 1 0.01% Increased
2444
RBC
Roble Belko & Company
Pennsylvania
$21K +$20.2K 1 0.01% New
2445
APW
Acima Private Wealth
Virginia
$20K $0 1 0.01% Maintained
2446
AFS
Aft Forsyth & Sober
Florida
$20K -$37.7K 1 0.16% Reduced
2447
CHA
Carmichael Hill & Associates
Maryland
$20K $0 1 0.01% Maintained
2448
PH
Pinnacle Holdings
Oklahoma
$19.7K $0 1 0.01% Maintained
2449
RFWA
RPg Family Wealth Advisory
Massachusetts
$19.7K $0 1 0.01% Maintained
2450
FA
Financial Advantage
Maryland
$19K $0 1 0.02% Maintained