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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

Bitcoin Miners Corporate Crypto Treasuries Crypto Exchanges Stablecoin Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2476	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$5K	$0	3	0%	Maintained
2477	SMG Spectrum Management Group Indianapolis, Indiana	$5K	$0	1	0%	Maintained
2478	SA SRH Advisors Salina, Kansas	$5K	$0	1	0.01%	Maintained
2479	MIM Macroview Investment Management Bethesda, Maryland	$4K	-$857	1	0.01%	Reduced
2480	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$3K	$0	1	0%	Maintained
2481	PFG Pacific Financial Group Bellevue, Washington	$3K	+$2.82K	1	0%	New
2482	WIM Westside Investment Management Santa Monica, California	$2.46K	-$13.3K	2	0%	Reduced
2483	PC Permanens Capital New York	$2K	$0	1	0%	Maintained
2484	1W 1776 Wealth Atlanta, Georgia	$0	-$21K	0	–	Closed
2485	AGA Accuvest Global Advisors Provo, Utah	$0	-$14K	0	–	Closed
2486	Annex Advisory Services Brookfield, Wisconsin	$0	-$257K	0	–	Closed
2487	AAM Arabesque Asset Management London, United Kingdom	$0	-$780K	0	–	Closed
2488	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$3.48M	0	–	Closed
2489	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$0	-$4.14M	0	–	Closed
2490	ARTA A.R.T. Advisors New York	$0	-$455K	0	–	Closed
2491	AAIM Asset Advisors Investment Management Augusta, Georgia	$0	-$52K	0	–	Closed
2492	AC AWH Capital Dallas, Texas	$0	-$810K	0	–	Closed
2493	BA Bard Associates Chicago, Illinois	$0	-$243K	0	–	Closed
2494	BCM Basso Capital Management Stamford, Connecticut	$0	-$2.96M	0	–	Closed
2495	BM Baymount Management Miami, Florida	$0	-$1.74M	0	–	Closed
2496	BU Brown University Providence, Rhode Island	$0	-$2.19M	0	–	Closed
2497	CWM Campbell Wealth Management Alexandria, Virginia	$0	-$4K	0	–	Closed
2498	CCM Candlestick Capital Management Greenwich, Connecticut	$0	-$3.92M	0	–	Closed
2499	CC Cannell Capital Alta, Wyoming	$0	-$301K	0	–	Closed
2500	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$0	-$12K	0	–	Closed