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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	Belvedere Trading Chicago, Illinois	$147K	+$42.2K	1	0%	Increased
2477	Plante Moran Financial Advisors Southfield, Michigan	$147K	-$8.16K	7	0.03%	Reduced
2478	SJS Investment Consulting Sylvania, Ohio	$147K	+$157K	7	0.05%	New
2479	Mirova Paris, France	$146K	-$1.96M	1	0.02%	Reduced
2480	ACM Alethea Capital Management Mercer Island, Washington	$145K	$0	1	0.18%	Maintained
2481	FRA Front Row Advisors Tiburon, California	$145K	-$443	4	0.08%	Reduced
2482	Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$142K	+$8.48K	2	0.03%	Increased
2483	WA Win Advisors Palm Beach Gardens, Florida	$142K	+$154K	1	0.05%	New
2484	CWM Castle Wealth Management West Palm Beach, Florida	$140K	-$37.3K	6	0.08%	Reduced
2485	SFO Standard Family Office Sioux Falls, South Dakota	$140K	+$2.2K	2	0.06%	Increased
2486	WCM Wildcat Capital Management New York	$140K	$0	1	0.05%	Maintained
2487	M MOTCO San Antonio, Texas	$139K	+$34.5K	2	0.01%	Increased
2488	Focused Wealth Management Newburgh, New York	$138K	+$7.71K	11	0.03%	Increased
2489	Vicus Capital State College, Pennsylvania	$138K	+$9K	1	0.02%	Increased
2490	AL Arnhold LLC New York	$137K	-$1.54M	1	0.02%	Reduced
2491	CYG Clean Yield Group Norwich, Vermont	$137K	+$6.38K	3	0.06%	Increased
2492	INVST Indianapolis, Indiana	$137K	-$77.5K	1	0.02%	Reduced
2493	KA Kozak & Associates Highlands Ranch, Colorado	$133K	-$191K	2	0.08%	Reduced
2494	GFPC Global Financial Private Client Sarasota, Florida	$132K	-$29.4K	4	0.08%	Reduced
2495	Institutional & Family Asset Management Fort Collins, Colorado	$132K	+$18.7K	5	0.02%	Increased
2496	Catalyst Capital Advisors Huntington, New York	$131K	-$75.1K	2	0.01%	Reduced
2497	FA Fortis Advisors Wayne, Pennsylvania	$129K	-$18.5K	2	0.09%	Reduced
2498	Gleason Group Prospect, Kentucky	$129K	$0	2	0.04%	Maintained
2499	MYDA Advisors Woodmere, New York	$129K	+$110K	1	0.06%	Increased
2500	HGERS Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$127K	+$146K	8	0.05%	New