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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	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$15.8K	+$13.9K	1	0%	Increased
2477	FSWA Financial Synergies Wealth Advisors Houston, Texas	$15.5K	-$3.25K	2	0%	Reduced
2478	SFA Semmax Financial Advisors Winston Salem, North Carolina	$15.2K	$0	2	0.01%	Maintained
2479	WBC West Branch Capital Amherst, Massachusetts	$15.1K	$0	1	0.01%	Maintained
2480	CT Caldwell Trust Venice, Florida	$14.8K	-$4.05K	2	0%	Reduced
2481	DCP Distillate Capital Partners Chicago, Illinois	$14.7K	+$614	1	2.46%	Increased
2482	PCA Providence Capital Advisors Charlotte, North Carolina	$14.7K	-$12.9K	1	0%	Reduced
2483	MWM Mascoma Wealth Management Hanover, New Hampshire	$13.8K	$0	1	0%	Maintained
2484	WAM WFA Asset Management Whitefish Bay, Wisconsin	$13.4K	$0	1	0.01%	Maintained
2485	SC Steph & Co Marinette, Wisconsin	$12.7K	-$40.5K	1	0%	Reduced
2486	MWA Miller Wealth Advisors Ridgeway, Colorado	$12.7K	+$7.95K	1	0.01%	New
2487	RFG REAP Financial Group Austin, Texas	$12.6K	$0	7	0%	Maintained
2488	BAM Bellevue Asset Management Bellevue, Washington	$12.3K	+$62	3	0.01%	Increased
2489	IA IFS Advisors Overland Park, Kansas	$12.1K	$0	2	0.01%	Maintained
2490	BFPW BOK Financial Private Wealth Denver, Colorado	$11.9K	+$7.38K	1	0%	Increased
2491	RAM Riggs Asset Management Dallas, Pennsylvania	$11.4K	-$2.89K	2	0%	Reduced
2492	PS PayPay Securities Tokyo, Japan	$11.2K	-$10.3K	4	0.56%	Reduced
2493	OFA Oak Family Advisors Chicago, Illinois	$11.1K	$0	1	0%	Maintained
2494	IWA Inspirion Wealth Advisors Libertyville, Illinois	$10.8K	$0	1	0%	Maintained
2495	EFP EnRich Financial Partners Madison, Wisconsin	$10.8K	+$9.38K	2	0%	New
2496	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$10.3K	$0	1	0%	Maintained
2497	KIG Kessler Investment Group Columbus, Indiana	$10.2K	$0	1	0.01%	Maintained
2498	LG LAM Group Lake Oswego, Oregon	$9.96K	$0	2	0.01%	Maintained
2499	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$9.73K	-$35.8K	1	0.01%	Reduced
2500	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$9.22K	-$34.7K	3	0%	Reduced