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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
2576	HFS HBC Financial Services Seattle, Washington	$7K	$0	1	0%	Maintained
2577	WAM Warberg Asset Management Winnetka, Illinois	$6.89K	-$32.6K	1	0%	Reduced
2578	CB Community Bank Dewitt, New York	$6.83K	$0	1	0%	Maintained
2579	AWM Ameliora Wealth Management Zurich, Switzerland	$6.71K	+$6.46K	1	0%	New
2580	SVCP Silicon Valley Capital Partners San Jose, California	$6.71K	$0	1	0%	Maintained
2581	MWA Miller Wealth Advisors Ridgeway, Colorado	$6.13K	$0	1	0%	Maintained
2582	CFS CGC Financial Services Lake Oswego, Oregon	$5.92K	-$1K	4	0%	Reduced
2583	CBT CoreFirst Bank & Trust Topeka, Kansas	$5.85K	+$5.02K	1	0%	New
2584	OFA Oak Family Advisors Chicago, Illinois	$5.82K	$0	1	0%	Maintained
2585	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$5.74K	$0	2	0%	Maintained
2586	EW Element Wealth Ridgeland, Mississippi	$5.44K	$0	1	0%	Maintained
2587	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$5.12K	-$180K	1	0%	Reduced
2588	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$5.07K	$0	1	0%	Maintained
2589	RBC Roble Belko & Company Sewickley, Pennsylvania	$5K	$0	5	0%	Maintained
2590	ABWM Alpine Bank Wealth Management Grand Junction, Colorado	$4.95K	+$4.63K	1	0%	New
2591	BOCH Blue Owl Capital Holdings New York	$4.94K	+$5.1K	1	0%	New
2592	RF Robbins Farley Bedford, New Hampshire	$4.72K	-$458	2	0%	Reduced
2593	ICM Islay Capital Management Lubbock, Texas	$4.7K	$0	1	0%	Maintained
2594	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$4.61K	+$3K	3	0%	Increased
2595	RA Ransom Advisory Providence, Rhode Island	$4.45K	-$26.1K	1	0%	Reduced
2596	RAM Riggs Asset Management Dallas, Pennsylvania	$4.44K	-$777	3	0%	Reduced
2597	RTL Red Tortoise LLC Atlanta, Georgia	$4.42K	$0	2	0%	Maintained
2598	FFA Founders Financial Alliance Raleigh, North Carolina	$4.37K	+$4.44K	1	0%	New
2599	PIS POM Investment Strategies Raleigh, North Carolina	$4.37K	$0	1	0%	Maintained
2600	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$4.29K	+$23	1	0%	Increased