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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	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$8.23K	$0	3	0.01%	Maintained
2477	AWM Avondale Wealth Management West Lake Hills, Texas	$8.09K	$0	1	0.01%	Maintained
2478	CIM Contravisory Investment Management Norwell, Massachusetts	$7.89K	+$8.61K	1	0%	New
2479	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$7.79K	$0	3	0%	Maintained
2480	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$7.59K	-$12.6K	1	0.01%	Reduced
2481	VWM Valley Wealth Managers Paramus, New Jersey	$7.59K	-$26.6K	1	0%	Reduced
2482	LOIM Liberty One Investment Management Libertyville, Illinois	$7.55K	+$8.23K	1	0%	New
2483	LJHT Laurie J. Hall Trustee	$7K	+$7.57K	2	0%	New
2484	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$7K	$0	1	0%	Maintained
2485	SVCP Silicon Valley Capital Partners San Jose, California	$7K	+$120	2	0%	Increased
2486	CBT CoreFirst Bank & Trust Topeka, Kansas	$6.83K	-$1.46K	1	0.01%	Reduced
2487	JMF Johnson Midwest Financial Glidden, Iowa	$6.78K	-$5.23K	3	0.01%	Reduced
2488	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$6.76K	$0	1	0.01%	Maintained
2489	PCA PL Capital Advisors Naples, Florida	$6.72K	+$4.42M	1	0%	New
2490	BAM Bellevue Asset Management Bellevue, Washington	$6.59K	-$7.11K	3	0%	Reduced
2491	TCA Trifecta Capital Advisors Northbrook, Illinois	$6.36K	-$10K	2	0%	Reduced
2492	BFPW BOK Financial Private Wealth Denver, Colorado	$6.17K	+$6.63K	2	0%	New
2493	TIM Tortoise Investment Management White Plains, New York	$6.04K	+$203	3	0%	Increased
2494	BIG Builder Investment Group Atlanta, Georgia	$5.88K	$0	1	0%	Maintained
2495	DA Detalus Advisors St. Louis, Missouri	$5.88K	+$6.52K	1	0%	New
2496	MCA Maryland Capital Advisors Chester, Maryland	$5.54K	-$5.62K	1	0%	Reduced
2497	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$5.12K	-$2.94K	2	0%	Reduced
2498	RBC Roble Belko & Company Sewickley, Pennsylvania	$5K	+$310	5	0%	Increased
2499	UIA Ulland Investment Advisors Minneapolis, Minnesota	$5K	-$28K	3	0.01%	Reduced
2500	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$4.94K	+$5.01K	1	0%	New