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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
2601	MA MJP Associates Farmington, Connecticut	$205K	-$216K	1	0.02%	Reduced
2602	LSA L & S Advisors Los Angeles, California	$204K	+$176K	1	0.02%	New
2603	CWA Clarity Wealth Advisors San Jose, California	$204K	-$12.1K	1	0.04%	Reduced
2604	RFA Reyes Financial Architecture San Diego, California	$204K	+$576	3	0.11%	Increased
2605	HW Hamilton Wealth Encino, California	$204K	-$64.9K	1	0.04%	Reduced
2606	TWM Thrive Wealth Management Audubon, Pennsylvania	$203K	-$26.9K	1	0.03%	Reduced
2607	PWM Palumbo Wealth Management Great Neck, New York	$203K	+$4.11K	1	0.04%	Increased
2608	TWA Tulsa Wealth Advisors Tulsa, Oklahoma	$203K	+$170K	1	0.03%	New
2609	JTWM Jackson Thornton Wealth Management Montgomery, Alabama	$203K	-$109K	1	0.02%	Reduced
2610	First Financial Bankshares Abilene, Texas	$203K	-$31.3K	1	0%	Reduced
2611	BFS BridgePort Financial Solutions Fairfield, Iowa	$203K	$0	1	0.05%	Maintained
2612	5NPW 55 North Private Wealth Winter Park, Florida	$203K	+$187K	1	0.04%	New
2613	MCP Miller Capital Partners Troy, Michigan	$202K	-$20.5K	3	0.08%	Reduced
2614	PG Prostatis Group Hanover, Maryland	$202K	+$212K	1	0.05%	New
2615	FWA FSM Wealth Advisors Cleveland, Ohio	$201K	+$168K	1	0.02%	New
2616	5SA 5th Street Advisors Southport, Connecticut	$201K	+$167K	1	0.08%	New
2617	IRC Investors Research Corp Atlanta, Georgia	$200K	-$8.65K	3	0.04%	Reduced
2618	GRWP Green Ridge Wealth Planning Montville, New Jersey	$200K	-$107K	1	0.08%	Reduced
2619	IAG Innovative Advisory Group Lexington, Massachusetts	$200K	+$197K	1	0.15%	New
2620	AWM Aprio Wealth Management Atlanta, Georgia	$200K	+$247K	1	0.01%	New
2621	CIS Connors Investor Services Wyomissing, Pennsylvania	$200K	-$35.2K	1	0.02%	Reduced
2622	GBWM Granite Bay Wealth Management Portsmouth, New Hampshire	$200K	+$247K	1	0.02%	New
2623	SA Strategic Advocates Logan, Utah	$198K	-$44.8K	9	0.77%	Reduced
2624	FFG Forum Finance Group Geneva,	$198K	+$726	6	0.07%	Increased
2625	CI Corient IA Miami, Florida	$197K	-$35.5K	2	0.18%	Reduced