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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	FPFS First Personal Financial Services Charlotte, North Carolina	$6.26K	+$3.93K	1	0%	New
2477	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$6.2K	$0	1	0%	Maintained
2478	AWM Ameliora Wealth Management Zurich, Switzerland	$6.14K	$0	1	0%	Maintained
2479	AFWM Abich Financial Wealth Management Ashburn, Virginia	$6.04K	+$4.41K	10	0.01%	New
2480	CAM Clarity Asset Management Ames, Iowa	$6.01K	+$4.8K	2	0%	New
2481	DCM Davidson Capital Management Corpus Christi, Texas	$5.83K	+$687	1	0%	Increased
2482	CFS CGC Financial Services Lake Oswego, Oregon	$5.79K	-$1.88K	5	0%	Reduced
2483	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$5.7K	+$226	2	0%	Increased
2484	SCM Saxony Capital Management St. Louis, Missouri	$5.44K	+$5.78K	1	0.01%	New
2485	ICM Islay Capital Management Lubbock, Texas	$5.42K	$0	1	0%	Maintained
2486	AIP Almanack Investment Partners Wayne, Pennsylvania	$5.22K	+$4.55K	1	0%	New
2487	IWA Inspirion Wealth Advisors Libertyville, Illinois	$5.19K	+$9.07K	1	0%	New
2488	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$5.04K	+$1.47K	1	0%	Increased
2489	HKIM Hayek Kallen Investment Management Fairhope, Alabama	$5K	$0	1	0%	Maintained
2490	RF Robinswood Financial Kirkland, Washington	$4.75K	$0	2	0%	Maintained
2491	TFG Team Financial Group Temecula, California	$4.73K	-$440	2	0%	Reduced
2492	WWS Wellington Wealth Strategies Indianapolis, Indiana	$4.7K	+$18.9K	1	0%	New
2493	CBT CoreFirst Bank & Trust Topeka, Kansas	$4.61K	-$4.87K	1	0%	Reduced
2494	B Birchbrook Bangor, Maine	$4.48K	+$3.53K	1	0%	New
2495	PK Pflug Koory Omaha, Nebraska	$4.41K	$0	1	0%	Maintained
2496	EW Element Wealth Ridgeland, Mississippi	$4.33K	$0	1	0%	Maintained
2497	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$3.99K	$0	1	0%	Maintained
2498	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$3.97K	+$3.1K	5	0%	New
2499	LTI Laffer Tengler Investments Nashville, Tennessee	$3.93K	+$3.65K	1	0%	Increased
2500	GPFA Game Plan Financial Advisors Westlake, Ohio	$3.87K	+$3.88K	2	0%	New