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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	Advisory Alpha Holland, Michigan	$8.82K	$0	1	0%	Maintained
2502	LWA Lineweaver Wealth Advisors Valley View, Ohio	$8.81K	+$6.45K	1	0%	Increased
2503	FW FirstPurpose Wealth Orem, Utah	$8.66K	-$570K	1	0%	Reduced
2504	TIM Tortoise Investment Management White Plains, New York	$8.65K	$0	2	0%	Maintained
2505	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$8.56K	$0	2	0%	Maintained
2506	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$8.52K	+$4.56K	1	0%	New
2507	SVCP Silicon Valley Capital Partners San Jose, California	$8.46K	$0	1	0%	Maintained
2508	GWP Gen-Wealth Partners Zeeland, Michigan	$8.39K	+$6.76K	4	0%	New
2509	NCM Northwest Capital Management Lake Oswego, Oregon	$8.37K	+$39	2	0%	Increased
2510	CFG CKW Financial Group Honolulu, Hawaii	$8K	+$307	2	0%	Increased
2511	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$8K	$0	1	0.01%	Maintained
2512	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$7.9K	+$412	6	0%	Increased
2513	CFS CGC Financial Services Lake Oswego, Oregon	$7.89K	+$338	4	0%	Increased
2514	BFS Burkett Financial Services Rock Hill, South Carolina	$7.37K	$0	1	0%	Maintained
2515	TCA Trifecta Capital Advisors Northbrook, Illinois	$7.13K	$0	2	0%	Maintained
2516	CWS Cypress Wealth Services Palm Desert, California	$7.03K	+$16.5K	1	0%	New
2517	AWM Austin Wealth Management Austin, Texas	$6.81K	$0	1	0%	Maintained
2518	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$6.77K	$0	1	0.01%	Maintained
2519	ATC Adirondack Trust Company Saratoga Springs, New York	$6.34K	+$3.88K	2	0%	Increased
2520	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$6.31K	$0	2	0%	Maintained
2521	HFS HBC Financial Services Seattle, Washington	$6K	-$10K	1	0%	Reduced
2522	RBC Roble Belko & Company Sewickley, Pennsylvania	$6K	-$4.48K	6	0%	Reduced
2523	ACM Atalaya Capital Management New York	$5.94K	$0	1	0.01%	Maintained
2524	ICM Islay Capital Management Lubbock, Texas	$5.92K	$0	1	0%	Maintained
2525	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$5.88K	$0	5	0%	Maintained