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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	WAM WFA Asset Management Whitefish Bay, Wisconsin	$3.8K	-$877	1	0%	Reduced
2502	BFPW BOK Financial Private Wealth Denver, Colorado	$3.48K	+$795	1	0%	Increased
2503	PIS POM Investment Strategies Raleigh, North Carolina	$3.44K	+$3.21K	1	0%	New
2504	FGAM Financial Gravity Asset Management Lakeway, Texas	$3.38K	+$3.15K	2	0%	New
2505	RF Robbins Farley Bedford, New Hampshire	$3.28K	$0	4	0%	Maintained
2506	CWM Cedar Wealth Management Walnut Creek, California	$3.09K	$0	1	0%	Maintained
2507	PO Private Ocean San Rafael, California	$3.07K	-$4.98K	1	0%	Reduced
2508	CFG CKW Financial Group Honolulu, Hawaii	$3K	$0	1	0%	Maintained
2509	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$2.76K	$0	1	0%	Maintained
2510	MAM Meeder Asset Management Dublin, Ohio	$2.73K	-$7.72K	1	0%	Reduced
2511	RTL Red Tortoise LLC Atlanta, Georgia	$2.67K	-$3.86K	2	0%	Reduced
2512	DCM Davis Capital Management Jacksonville, Florida	$2.57K	+$2.38K	2	0%	New
2513	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$2.52K	-$2.21K	1	0%	Reduced
2514	GG Greenwood Gearhart Fayetteville, Arkansas	$2.5K	-$6.5M	3	0%	Reduced
2515	Savvy Advisors Inc New York	$2.2K	+$3.79K	1	0%	New
2516	GCM Gables Capital Management Miami, Florida	$2.19K	$0	1	0%	Maintained
2517	TC Tacita Capital Toronto, Ontario, Canada	$2.17K	$0	1	0%	Maintained
2518	LFA Level Financial Advisors East Amherst, New York	$1.97K	$0	2	0%	Maintained
2519	HWM Horizons Wealth Management Asheville, North Carolina	$1.78K	$0	1	0%	Maintained
2520	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$1.6K	-$8.03K	3	0%	Reduced
2521	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$1.54K	$0	1	0%	Maintained
2522	LIA Luken Investment Analytics Brentwood, Tennessee	$1.53K	$0	1	0%	Maintained
2523	VWA Valued Wealth Advisors Holladay, Utah	$1.52K	+$1.49K	1	0%	New
2524	LPP Life Planning Partners Jacksonville, Florida	$1.41K	+$1.32K	1	0%	New
2525	DWA Delos Wealth Advisors Dallas, Texas	$1.3K	$0	2	0%	Maintained