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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	PWA Primoris Wealth Advisors North Palm Beach, Florida	$217K	+$225K	1	0.17%	Increased
2602	AW Avion Wealth The Woodlands, Texas	$217K	+$30.1K	6	0.06%	Increased
2603	DT Investment Partners Chadds Ford, Pennsylvania	$217K	$0	4	0.02%	Maintained
2604	MG McHugh Group Bratenahl, Ohio	$217K	+$209K	1	0.16%	New
2605	HL HeadInvest LLC Portland, Maine	$216K	-$41.2K	1	0.04%	Reduced
2606	Klingman & Associates New York	$216K	+$213K	1	0.01%	New
2607	Abacus Planning Group Columbia, South Carolina	$216K	-$10.8K	1	0.04%	Reduced
2608	SC Stephens Consulting Flint, Michigan	$216K	+$123K	5	0.05%	Increased
2609	Fiducient Advisors Chicago, Illinois	$216K	+$220K	1	0.03%	New
2610	Scarborough Advisors Annapolis, Maryland	$215K	+$211K	1	0.03%	Increased
2611	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$215K	-$25.2K	1	0.13%	Reduced
2612	JE JMAC Enterprises Newtown, Pennsylvania	$214K	+$223K	1	0.03%	New
2613	Virtue Capital Management Brentwood, Tennessee	$214K	-$6.89K	1	0.04%	Reduced
2614	Forte Capital Rochester, New York	$214K	-$14.1K	1	0.02%	Reduced
2615	Caldwell Trust Venice, Florida	$214K	+$132K	2	0.02%	Increased
2616	Easterly Investment Partners Beverly, Massachusetts	$213K	+$210K	1	0.02%	New
2617	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$213K	-$48.9K	1	0.17%	Reduced
2618	Sivia Capital Partners Mill Valley, California	$213K	+$218K	1	0.11%	New
2619	MEAC M.E. Allison & Co San Antonio, Texas	$213K	+$210K	1	0.23%	New
2620	CVA Family Office Denver, Colorado	$212K	+$128K	7	0.03%	Increased
2621	WA WPG Advisers Baltimore, Maryland	$212K	+$218K	8	0.2%	New
2622	GPA Guerra Pan Advisors Montclair, New Jersey	$211K	+$204K	1	0.15%	New
2623	SA Strategic Advisors New York	$208K	+$199K	1	0.04%	New
2624	CVFG LLC Shelbyville, Indiana	$208K	+$205K	1	0.19%	New
2625	EW Entruity Wealth Bakersfield, California	$208K	+$215K	1	0.21%	New