← All themes

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	FPFS First Personal Financial Services Charlotte, North Carolina	$7.69K	-$79.6K	1	0%	Reduced
2552	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$7.68K	+$9.28K	2	0.01%	New
2553	JWM JGP Wealth Management Bend, Oregon	$7.64K	-$1.41M	1	0%	Reduced
2554	CSC Caldwell Sutter Capital Sausalito, California	$7.19K	+$8.08K	1	0.01%	New
2555	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$7.19K	$0	1	0.01%	Maintained
2556	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$7.14K	$0	1	0%	Maintained
2557	DFG Delta Financial Group Basking Ridge, New Jersey	$7K	+$10K	1	0%	New
2558	JGCM Joseph Group Capital Management Columbus, Ohio	$7K	-$31K	1	0.01%	Reduced
2559	Peregrine Capital Management Minneapolis, Minnesota	$7K	$0	1	0%	Maintained
2560	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$6.74K	-$379K	0	–	Closed
2561	CWG Cornerstone Wealth Group Huntersville, North Carolina	$6.72K	-$223K	1	0%	Reduced
2562	FC Financial Consulate Hunt Valley, Maryland	$6.66K	$0	1	0%	Maintained
2563	SFM Signet Financial Management Parsippany, New Jersey	$6.66K	$0	1	0%	Maintained
2564	DI Disciplined Investments Tulsa, Oklahoma	$6.64K	-$4.35K	5	0%	Reduced
2565	RCM Raleigh Capital Management Cary, North Carolina	$6.58K	-$14.4K	2	0%	Reduced
2566	JC JCSD Capital Walnut Creek, California	$6.28K	$0	1	0.01%	Maintained
2567	SVCP Silicon Valley Capital Partners San Jose, California	$6.28K	+$6.17K	1	0%	New
2568	AA ACT Advisors Asheville, North Carolina	$6.28K	+$8.39K	1	0%	New
2569	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$6.24K	-$82.2K	3	0%	Reduced
2570	AWM Avondale Wealth Management West Lake Hills, Texas	$6.14K	$0	1	0.01%	Maintained
2571	Ferguson Wellman Capital Management Portland, Oregon	$6K	+$68.5K	2	0%	New
2572	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$6K	+$6.17K	1	0%	New
2573	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$6K	$0	1	0%	Maintained
2574	GSC Ground Swell Capital Folly Beach, South Carolina	$5.71K	-$166K	1	0.03%	Reduced
2575	RTL Red Tortoise LLC Atlanta, Georgia	$5.05K	+$5.66K	4	0%	New