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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
2526	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$2.6K	$0	2	0%	Maintained
2527	BC Belmont Capital Los Angeles, California	$2.33K	$0	1	0%	Maintained
2528	IA IFS Advisors Overland Park, Kansas	$2.23K	$0	1	0.01%	Maintained
2529	HWM Horizons Wealth Management Asheville, North Carolina	$2.2K	$0	1	0%	Maintained
2530	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$2.03K	$0	1	0%	Maintained
2531	CFG CKW Financial Group Honolulu, Hawaii	$2K	-$28K	1	0%	Reduced
2532	KFP KB Financial Partners Princeton, New Jersey	$2K	$0	1	0%	Maintained
2533	MFA McClarren Financial Advisors State College, Pennsylvania	$2K	$0	3	0%	Maintained
2534	MRCM M&R Capital Management Summit, New Jersey	$1.96K	$0	2	0%	Maintained
2535	LIA Luken Investment Analytics Brentwood, Tennessee	$1.9K	$0	1	0%	Maintained
2536	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$1.88K	$0	1	0%	Maintained
2537	WBC West Branch Capital Amherst, Massachusetts	$1.78K	$0	1	0%	Maintained
2538	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$1.73K	$0	1	0%	Maintained
2539	CPA Cardiff Park Advisors Carlsbad, California	$1.69K	+$1.05K	1	0%	Increased
2540	CMANY Capital Management Associates (New York) New York	$1.69K	$0	1	0%	Maintained
2541	SJIM St. Johns Investment Management Jacksonville, Florida	$1.69K	$0	1	0%	Maintained
2542	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$1.54K	$0	2	0%	Maintained
2543	DWA Delos Wealth Advisors Dallas, Texas	$1.28K	$0	2	0%	Maintained
2544	2L 25 LLC St. Louis, Missouri	$1.25K	+$1.33K	1	0%	New
2545	PCM Perkins Capital Management Wayzata, Minnesota	$1K	-$282K	1	0%	Reduced
2546	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1K	-$3.12K	1	0%	Reduced
2547	YAL Your Advocates Ltd Houston, Texas	$705	$0	1	0%	Maintained
2548	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$494	$0	1	0%	Maintained
2549	First Command Advisory Services Fort Worth, Texas	$338	+$299	1	0%	Increased
2550	CCMI Creative Capital Management Investments San Diego, California	$324	$0	1	0%	Maintained