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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
2551	IPAM Investment Partners Asset Management Metuchen, New Jersey	$224K	+$1.6K	1	0.12%	Increased
2552	TCM Timbuktu Capital Management Boston, Massachusetts	$223K	+$242K	2	0.34%	New
2553	Dana Investment Advisors Waukesha, Wisconsin	$223K	+$186K	1	0.01%	New
2554	MWA MN Wealth Advisors Overland Park, Kansas	$223K	+$186K	1	0.09%	New
2555	BCM Birmingham Capital Management Birmingham, Alabama	$222K	$0	1	0.08%	Maintained
2556	AIM Axiom Investment Management New York	$222K	-$4.51K	4	0.15%	Reduced
2557	B Bellecapital Zurich, Switzerland	$221K	-$52.1K	2	0.04%	Reduced
2558	DE Diversified Enterprises Wilmington, Delaware	$221K	+$184K	1	0.01%	New
2559	BMWS Brady Martz Wealth Solutions Grand Forks, North Dakota	$221K	+$217K	1	0.03%	New
2560	ANBT American National Bank & Trust Wichita Falls, Texas	$220K	+$158K	2	0.02%	Increased
2561	DSM Capital Partners Palm Beach Gardens, Florida	$219K	+$238K	1	0%	New
2562	DA Dover Advisors Richmond, Virginia	$219K	+$175K	1	0.09%	New
2563	1C 111 Capital Paris, France	$218K	-$548K	1	0.04%	Reduced
2564	APA Astoria Portfolio Advisors New York	$218K	+$230K	1	0.04%	New
2565	HFO Heritage Family Offices Scottsdale, Arizona	$218K	+$225K	1	0.08%	New
2566	PEWA Pacific Excel Wealth Advisors Walnut Creek, California	$218K	+$225K	1	0.08%	New
2567	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$218K	+$346K	1	0.04%	New
2568	SL Salomon & Ludwin Richmond, Virginia	$218K	+$7.48K	8	0.02%	Increased
2569	SG StepStone Group La Jolla, California	$217K	+$280K	2	0.01%	New
2570	SIS Strategic Investment Solutions Orland Park, Illinois	$217K	-$486K	6	0.05%	Reduced
2571	PWA Primoris Wealth Advisors North Palm Beach, Florida	$217K	$0	1	0.1%	Maintained
2572	EFP Elser Financial Planning Indianapolis, Indiana	$216K	+$172K	1	0.01%	New
2573	IIL Income Insurance Ltd Singapore,	$216K	+$180K	1	0.13%	New
2574	Capital Analysts LLC Fort Washington, Pennsylvania	$216K	-$6.17K	9	0.01%	Reduced
2575	OCPWS One Charles Private Wealth Services Hingham, Massachusetts	$216K	-$82.1K	1	0.05%	Reduced