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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	VBFG Vishria Bird Financial Group Memphis, Tennessee	$431K	+$466K	1	0.23%	New
2602	BZWA Blue Zone Wealth Advisors Los Angeles, California	$429K	+$51.9K	1	0.15%	Increased
2603	CRCM Corbett Road Capital Management Mclean, Virginia	$428K	+$34.3K	1	0.74%	Increased
2604	WealthShield Partners Cary, North Carolina	$427K	+$275K	1	0.11%	Increased
2605	TWP Tempus Wealth Planning Irvine, California	$426K	+$4.54K	1	0.24%	Increased
2606	Chatham Capital Group Savannah, Georgia	$420K	$0	1	0.08%	Maintained
2607	Consolidated Planning Corp Atlanta, Georgia	$419K	+$38.5K	2	0.27%	Increased
2608	SouthState Corp Winter Haven, Florida	$419K	+$84.2K	3	0.04%	Increased
2609	Financial Consulate Hunt Valley, Maryland	$418K	+$85.1K	1	0.15%	Increased
2610	GYL Financial Synergies West Hartford, Connecticut	$418K	-$4.82K	1	0.21%	Reduced
2611	Versant Capital Management Phoenix, Arizona	$415K	-$97.6K	6	0.15%	Reduced
2612	IIM Ipswich Investment Management Beverly, Massachusetts	$414K	+$28.4K	2	0.11%	Increased
2613	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$413K	+$49.2K	1	0.69%	Increased
2614	IWA Intercontinental Wealth Advisors San Antonio, Texas	$412K	-$123K	1	0.1%	Reduced
2615	Blume Capital Management Berkeley, California	$410K	+$69.9K	2	0.15%	Increased
2616	Auxier Asset Management Aurora, Oregon	$408K	$0	1	0.07%	Maintained
2617	Emerald Advisors Bellevue, Washington	$408K	+$377K	1	0.12%	New
2618	FRA Front Row Advisors Tiburon, California	$408K	-$1.14K	6	0.17%	Reduced
2619	PA PSI Advisors Tampa, Florida	$407K	+$171K	3	0.19%	Increased
2620	Levin Capital Strategies New York	$403K	$0	2	0.04%	Maintained
2621	SIC Schwartz Investment Counsel Plymouth, Michigan	$403K	$0	1	0.02%	Maintained
2622	FNBOSM First National Bank of South Miami South Miami, Florida	$401K	+$25.5K	1	0.27%	Increased
2623	TWM Titus Wealth Management Larskpur, California	$401K	+$39.7K	1	0.21%	Increased
2624	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$400K	+$56.2K	2	0.17%	Increased
2625	WH Wolfswood Holdings New York	$400K	+$390K	1	1.25%	New