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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
2501	Harfst & Associates Sheridan, Wyoming	$239K	-$214K	1	0.04%	Reduced
2502	PWP Pursue Wealth Partners Clayton, California	$239K	$0	1	0.13%	Maintained
2503	Holderness Investments Company Greensboro, North Carolina	$238K	+$371K	1	0.04%	New
2504	Facet Wealth Inc Baltimore, Maryland	$238K	+$220K	1	0%	New
2505	Evansbrook Bolingbrook, Illinois	$238K	+$176K	2	0.14%	Increased
2506	Levin Capital Strategies New York	$238K	+$215K	1	0.02%	New
2507	Roble Belko & Company Sewickley, Pennsylvania	$238K	-$805	8	0.03%	Reduced
2508	Asset One Wealth Management Bellevue, Washington	$238K	-$274K	1	0.03%	Reduced
2509	Laidlaw Wealth Management New York City, New York	$237K	$0	1	0.68%	Maintained
2510	GW&K Investment Management Boston, Massachusetts	$237K	-$8.03K	4	0%	Reduced
2511	Balance Wealth Delaware, Ohio	$237K	+$198K	1	0.06%	New
2512	Jaffetilchin Investment Partners Tampa, Florida	$237K	+$198K	1	0.01%	New
2513	Portus Wealth Advisors Charlotte, North Carolina	$236K	-$27.5K	1	0.19%	Reduced
2514	Ikarian Capital Dallas, Texas	$236K	$0	1	0.03%	Maintained
2515	KMG Fiduciary Partners Toledo, Ohio	$236K	-$1.24M	1	0.02%	Reduced
2516	Axim Planning & Wealth Springboro, Ohio	$236K	-$44.1K	1	0.33%	Reduced
2517	SCM Sunbeam Capital Management Atlanta, Georgia	$235K	-$301	1	0.11%	Reduced
2518	Philadelphia Trust Company Philadelphia, Pennsylvania	$235K	$0	1	0.02%	Maintained
2519	BIA Bigelow Investment Advisors Portland, Maine	$235K	-$38.3K	1	0.09%	Reduced
2520	Collaborative Capital Advisors New York	$234K	+$224K	1	0.15%	New
2521	KHCM Kirtland Hills Capital Management Bratenahl, Ohio	$234K	+$266K	1	0.07%	New
2522	ABC Arbitrage Paris, France	$234K	-$167K	1	0.03%	Reduced
2523	Englebert Financial Advisers Allentown, Pennsylvania	$234K	+$195K	1	0.23%	New
2524	Cooper Financial Group Irvine, California	$234K	-$1.41M	1	0.02%	Reduced
2525	Successful Portfolios Clearwater, Florida	$233K	-$8K	1	0.11%	Reduced