← 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
2576	BTWM Baker Tilly Wealth Management Madison, Wisconsin	$216K	+$200K	1	0.05%	New
2577	SAM Sherman Asset Management Ventura, California	$216K	-$63.4K	3	0.17%	Reduced
2578	PC PCB Capital East Brunswick, New Jersey	$215K	+$12.1K	1	0.26%	Increased
2579	AA Advisory Advocates Grand Rapids, Michigan	$214K	+$198K	1	0.18%	New
2580	GWM GK Wealth Management Reno, Nevada	$214K	+$226K	1	0.11%	New
2581	MWM Mascagni Wealth Management Clinton, Mississippi	$213K	+$197K	1	0.13%	New
2582	AT Avalon Trust Santa Fe, New Mexico	$213K	$0	4	0.01%	Maintained
2583	APW Aurora Private Wealth Rockaway, New Jersey	$212K	+$177K	1	0.13%	New
2584	DF Daviman Financial Noblesville, Indiana	$212K	$0	1	0.12%	Maintained
2585	VCM Vines Capital Management Monroe, Louisiana	$212K	$0	1	0.17%	Maintained
2586	OAM Occidental Asset Management Burlingame, California	$211K	-$20.5K	1	0.02%	Reduced
2587	CL CVFG LLC Shelbyville, Indiana	$210K	-$16.4K	1	0.02%	Reduced
2588	SWGC Summit Wealth Group (Colorado) Colorado Springs, Colorado	$210K	+$176K	1	0.02%	New
2589	BWM Bulltick Wealth Management Miami, Florida	$210K	-$320K	1	0.04%	Reduced
2590	YF Yu Fan	$210K	$0	1	0.19%	Maintained
2591	RFW Redwood Family Wealth Addison, Texas	$209K	+$238K	2	0.18%	New
2592	WFAG Worth Financial Advisory Group Charlotte, North Carolina	$209K	+$205K	1	0.09%	Increased
2593	AZ Alpha Zero Boca Raton, Florida	$209K	+$235K	1	0.08%	New
2594	OCWP Owl Creek Wealth Partners Denver, Colorado	$208K	+$47.6K	9	0.06%	Increased
2595	NRS Neville Rodie & Shaw New York	$208K	-$632K	1	0.01%	Reduced
2596	NL Navalign LLC Encino, California	$208K	+$173K	1	0.05%	New
2597	WWC Waypoint Wealth Counsel Atlanta, Georgia	$207K	-$80.4K	1	0.13%	Reduced
2598	SEA Stegent Equity Advisors Houston, Texas	$207K	-$52.3K	1	0.15%	Reduced
2599	ARC Advisor Resource Council Dallas, Texas	$206K	-$203K	1	0.06%	Reduced
2600	RCM Radnor Capital Management Wayne, Pennsylvania	$205K	-$5.05K	1	0.03%	Reduced