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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	KWM Kolinsky Wealth Management Ramsey, New Jersey	$4.28K	$0	1	0%	Maintained
2602	GPFA Game Plan Financial Advisors Westlake, Ohio	$4.16K	$0	2	0%	Maintained
2603	Advisory Alpha Holland, Michigan	$4.01K	$0	1	0%	Maintained
2604	PK Pflug Koory Omaha, Nebraska	$3.83K	+$3.68K	1	0%	New
2605	AFS Annapolis Financial Services Annapolis, Maryland	$3.82K	+$3.21K	1	0%	New
2606	PS PayPay Securities Tokyo, Japan	$3.8K	-$4.22K	4	0.34%	Reduced
2607	SWP ShoreHaven Wealth Partners Red Bank, New Jersey	$3.79K	$0	1	0%	Maintained
2608	WAM WFA Asset Management Whitefish Bay, Wisconsin	$3.49K	$0	1	0%	Maintained
2609	TCA Trifecta Capital Advisors Northbrook, Illinois	$3.36K	-$3.9K	1	0%	Reduced
2610	DSC Duncker Streett & Co St. Louis, Missouri	$3.31K	$0	2	0%	Maintained
2611	CA Claris Advisors St. Louis, Missouri	$3.29K	+$2.92K	3	0%	New
2612	SWC Spectrum Wealth Counsel Indianapolis, Indiana	$3.28K	-$3.58K	2	0%	Reduced
2613	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$3.2K	$0	1	0%	Maintained
2614	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$3.19K	-$1.22K	4	0%	Reduced
2615	DI DAGCO Inc Westlake, Ohio	$3.12K	$0	1	0%	Maintained
2616	BAM Bayshore Asset Management Coral Gables, Florida	$3.01K	+$2.96K	1	0%	New
2617	CFG CKW Financial Group Honolulu, Hawaii	$3K	$0	2	0%	Maintained
2618	WOSD WFA of San Diego San Diego, California	$2.83K	$0	2	0%	Maintained
2619	CWM Cedar Wealth Management Walnut Creek, California	$2.69K	$0	1	0%	Maintained
2620	CAC Core Alternative Capital Peachtree Corners, Georgia	$2.49K	$0	2	0%	Maintained
2621	NC nVerses Capital Wellington, Florida	$2.46K	-$3.66K	1	0%	Reduced
2622	PFG Peterson Financial Group Des Moines, Iowa	$2.42K	+$2.07K	1	0.01%	New
2623	GFL Granite FO LLC Bedford, New Hampshire	$2.39K	+$2.17K	2	0%	New
2624	KB Kimelman & Baird New York	$2.34K	$0	2	0%	Maintained
2625	CIM Contravisory Investment Management Norwell, Massachusetts	$2.14K	+$2.4K	1	0%	New