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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	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$5.71K	$0	4	0%	Maintained
2527	KWM Kolinsky Wealth Management Ramsey, New Jersey	$5.7K	+$2.67K	1	0%	New
2528	GSC Ground Swell Capital Folly Beach, South Carolina	$5.52K	+$12.9K	1	0.01%	New
2529	B Birchbrook Bangor, Maine	$5.47K	$0	1	0%	Maintained
2530	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$5.45K	$0	1	0%	Maintained
2531	NL NVWM LLC Yardley, Pennsylvania	$5.43K	-$1.85K	2	0%	Reduced
2532	EW Element Wealth Ridgeland, Mississippi	$5.28K	$0	1	0%	Maintained
2533	CBT CoreFirst Bank & Trust Topeka, Kansas	$5.02K	$0	1	0%	Maintained
2534	RF Robinswood Financial Kirkland, Washington	$5.02K	$0	2	0%	Maintained
2535	OFS OneAscent Financial Services Birmingham, Alabama	$5K	-$253K	1	0%	Reduced
2536	PK Pflug Koory Omaha, Nebraska	$4.82K	$0	1	0%	Maintained
2537	MFA Millington Financial Advisors Naperville, Illinois	$4.75K	+$2.23K	1	0%	New
2538	Savvy Advisors Inc New York	$4.53K	$0	1	0%	Maintained
2539	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$4.35K	$0	1	0%	Maintained
2540	DSC Duncker Streett & Co St. Louis, Missouri	$4.19K	-$7.12K	2	0%	Reduced
2541	RTL Red Tortoise LLC Atlanta, Georgia	$4.15K	$0	2	0%	Maintained
2542	ECA Elevated Capital Advisors Sandy, Utah	$3.93K	-$447K	1	0%	Reduced
2543	XF XML Financial Bethesda, Maryland	$3.9K	+$1.82K	1	0%	New
2544	PIS POM Investment Strategies Raleigh, North Carolina	$3.75K	$0	1	0%	Maintained
2545	SCM Saxony Capital Management St. Louis, Missouri	$3.75K	$0	1	0%	Maintained
2546	PLU Performa Ltd (US) Charleston, South Carolina	$3.42K	-$3.93K	1	0%	Reduced
2547	CWM Cedar Wealth Management Walnut Creek, California	$3.38K	$0	1	0%	Maintained
2548	FGAM Financial Gravity Asset Management Lakeway, Texas	$3.38K	$0	2	0%	Maintained
2549	GPFA Game Plan Financial Advisors Westlake, Ohio	$3.1K	-$1.93K	1	0%	Reduced
2550	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$3.03K	$0	1	0%	Maintained