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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	EW Element Wealth Ridgeland, Mississippi	$2.19K	+$2.49K	1	0%	New
2602	PLU Performa Ltd (US) Charleston, South Carolina	$2.14K	+$400	1	0%	Increased
2603	CAS Coppell Advisory Solutions Coppell, Texas	$2.12K	+$2.46K	4	0%	New
2604	CASC Coppell Advisory Solutions Corp Coppell, Texas	$2.12K	+$2.46K	4	0%	New
2605	BC Belmont Capital Los Angeles, California	$2K	$0	1	0%	Maintained
2606	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$2K	-$1K	2	0%	Reduced
2607	GWA Gibson Wealth Advisors Tyler, Texas	$2K	+$2.06K	1	0%	Increased
2608	HWM Horizons Wealth Management Asheville, North Carolina	$2K	$0	1	0%	Maintained
2609	KFP KB Financial Partners Princeton, New Jersey	$2K	$0	1	0%	Maintained
2610	LAM Lakewood Asset Management Naperville, Illinois	$2K	+$4.97K	2	0%	New
2611	LFA Level Financial Advisors East Amherst, New York	$2K	$0	2	0%	Maintained
2612	MFA McClarren Financial Advisors State College, Pennsylvania	$2K	+$377	3	0%	Increased
2613	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$1.85K	$0	2	0%	Maintained
2614	MIM Macroview Investment Management Bethesda, Maryland	$1.85K	-$1K	2	0%	Reduced
2615	FWA FSC Wealth Advisors Fishkill, New York	$1.84K	-$2K	1	0%	Reduced
2616	LIA Luken Investment Analytics Brentwood, Tennessee	$1.78K	+$2K	1	0%	New
2617	WBC West Branch Capital Amherst, Massachusetts	$1.78K	-$689K	1	0%	Reduced
2618	CPC Congress Park Capital Saratoga Springs, New York	$1.77K	-$32.9K	1	0%	Reduced
2619	RFS Retirement Financial Solutions Knoxville, Tennessee	$1.42K	+$1.79K	2	0%	New
2620	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$1.39K	-$613	1	0%	Reduced
2621	SJIM St. Johns Investment Management Jacksonville, Florida	$1.35K	$0	1	0%	Maintained
2622	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$1.23K	-$236K	0	–	Closed
2623	DWA Delos Wealth Advisors Dallas, Texas	$1.18K	$0	2	0%	Maintained
2624	IA IFS Advisors Overland Park, Kansas	$1.17K	$0	1	0%	Maintained
2625	MRCM M&R Capital Management Summit, New Jersey	$1.16K	-$122K	2	0%	Reduced