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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	BFA Beacon Financial Advisory Cleveland, Ohio	$4.88K	$0	1	0%	Maintained
2502	ICM Islay Capital Management Lubbock, Texas	$4.81K	-$4.61K	1	0%	Reduced
2503	RCM Raleigh Capital Management Cary, North Carolina	$4.66K	-$2.85K	2	0%	Reduced
2504	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$4.61K	$0	2	0%	Maintained
2505	UFF USA Financial Formulas Ada, Michigan	$4.48K	+$4.54K	1	0.01%	New
2506	APC Aspire Private Capital Cornelius, North Carolina	$4.18K	$0	2	0%	Maintained
2507	FPFS First Personal Financial Services Charlotte, North Carolina	$4.18K	-$4.08K	1	0%	Reduced
2508	PLU Performa Ltd (US) Charleston, South Carolina	$4.18K	+$1.93K	1	0%	Increased
2509	CMP Coston McIsaac & Partners Bar Harbor, Maine	$4K	-$35K	1	0%	Reduced
2510	MIA Milestone Investment Advisors Middleton, Wisconsin	$3.95K	+$4K	1	0%	New
2511	RTL Red Tortoise LLC Atlanta, Georgia	$3.92K	-$1.5K	3	0%	Reduced
2512	PK Pflug Koory Omaha, Nebraska	$3.91K	$0	1	0%	Maintained
2513	3F 360 Financial Wayzata, Minnesota	$3.87K	$0	1	0%	Maintained
2514	RF Robbins Farley Bedford, New Hampshire	$3.83K	-$1.61K	4	0%	Reduced
2515	FWA FSC Wealth Advisors Fishkill, New York	$3.8K	$0	1	0.01%	Maintained
2516	DCM Davidson Capital Management Corpus Christi, Texas	$3.72K	+$1.31K	1	0%	Increased
2517	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$3.65K	+$1.52K	3	0%	Increased
2518	Donaldson Capital Management Evansville, Indiana	$3.4K	$0	1	0%	Maintained
2519	WAM WFA Asset Management Whitefish Bay, Wisconsin	$3.05K	$0	1	0%	Maintained
2520	PEA Park Edge Advisors Cleveland, Ohio	$2.94K	$0	1	0%	Maintained
2521	MIM Macroview Investment Management Bethesda, Maryland	$2.89K	$0	2	0%	Maintained
2522	KM Kalos Management Alpharetta, Georgia	$2.85K	+$3.08K	2	0.01%	New
2523	EW Element Wealth Ridgeland, Mississippi	$2.81K	$0	1	0%	Maintained
2524	LFA Level Financial Advisors East Amherst, New York	$2.8K	$0	2	0%	Maintained
2525	CWM Cedar Wealth Management Walnut Creek, California	$2.75K	-$285	1	0%	Reduced