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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	LIA Luken Investment Analytics Brentwood, Tennessee	$1.45K	$0	1	0%	Maintained
2502	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$1.34K	-$28.7K	1	0%	Reduced
2503	UFF USA Financial Formulas Ada, Michigan	$1.33K	$0	1	0%	Maintained
2504	PWA Primoris Wealth Advisors North Palm Beach, Florida	$1.24K	+$1.58K	1	0%	New
2505	SL Salomon & Ludwin Richmond, Virginia	$1.13K	$0	4	0%	Maintained
2506	DF DecisionPoint Financial Mesa, Arizona	$1.1K	$0	1	0%	Maintained
2507	RF Robinswood Financial Kirkland, Washington	$1.1K	-$3.89K	2	0%	Reduced
2508	SJIM St. Johns Investment Management Jacksonville, Florida	$1.02K	$0	1	0%	Maintained
2509	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$878	$0	2	0%	Maintained
2510	CPA Clear Point Advisors Melville, New York	$608	-$1.69K	2	0%	Reduced
2511	GWS Glassman Wealth Services Vienna, Virginia	$568	-$105K	1	0%	Reduced
2512	CAM Clarity Asset Management Ames, Iowa	$566	$0	1	0%	Maintained
2513	FCMT Founders Capital Management (Texas) Houston, Texas	$494	$0	1	0%	Maintained
2514	CIR Clear Investment Research Alpharetta, Georgia	$444	$0	1	0%	Maintained
2515	BFO Biltmore Family Office Charlotte, North Carolina	$355	$0	1	0%	Maintained
2516	WestEnd Advisors Charlotte, North Carolina	$348	+$127	1	0%	Increased
2517	PCFFS Pacific Center for Financial Services San Ramon, California	$323	$0	1	0%	Maintained
2518	F.L. Putnam Investment Management Lynnfield, Massachusetts	$306	-$213K	1	0%	Reduced
2519	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$180	+$197	2	0%	New
2520	RP Raelipskie Partnership Waterloo, Ontario, Canada	$116	$0	1	0%	Maintained
2521	RWM Ruedi Wealth Management Champaign, Illinois	$116	+$127	1	0%	New
2522	PG Proffitt & Goodson Knoxville, Tennessee	$65	+$70	1	0%	New
2523	Ferguson Wellman Capital Management Portland, Oregon	$6	+$422K	1	0%	Increased
2524	1WM 1858 Wealth Management Akron, Ohio	$0	-$859K	0	–	Closed
2525	2C 272 Capital Dallas, Texas	$0	-$5.69M	0	–	Closed