← All themes

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
2626	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$1.06K	$0	1	0%	Maintained
2627	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$1.04K	+$1.33K	2	0%	New
2628	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$1K	$0	1	0%	Maintained
2629	CMANY Capital Management Associates (New York) New York	$885	+$1.32K	1	0%	New
2630	WestEnd Advisors Charlotte, North Carolina	$570	-$4.16K	1	0%	Reduced
2631	CPA Cardiff Park Advisors Carlsbad, California	$541	-$19	1	0%	Reduced
2632	YAL Your Advocates Ltd Houston, Texas	$488	$0	1	0%	Maintained
2633	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$329	-$104K	1	0%	Reduced
2634	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$245	+$240	1	0%	New
2635	ATC Adirondack Trust Company Saratoga Springs, New York	$221	$0	1	0%	Maintained
2636	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$214	$0	1	0%	Maintained
2637	FCA Fortis Capital Advisors Prairie Village, Kansas	$212	+$316	1	0%	New
2638	SC Seldon Capital San Francisco, California	$206	-$100K	1	0%	Reduced
2639	WFA West Financial Advisors Des Moines, Iowa	$170	$0	1	0%	Maintained
2640	EH EMG Holdings Old Greenwich, Connecticut	$142	-$936K	1	0%	Reduced
2641	R Rebalance Palo Alto, California	$95	+$140	1	0%	New
2642	MAM Marquette Asset Management Minneapolis, Minnesota	$71	$0	1	0%	Maintained
2643	GIA Goodwin Investment Advisory Woodstock, Georgia	$7	$0	1	0%	Maintained
2644	1WA 180 Wealth Advisors Federal Way, Washington	$0	-$239K	0	–	Closed
2645	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$0	-$269K	0	–	Closed
2646	2C 272 Capital Dallas, Texas	$0	-$5K	0	–	Closed
2647	9WM 9258 Wealth Management Blue Ash, Ohio	$0	-$223K	0	–	Closed
2648	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$0	-$459	0	–	Closed
2649	AP Adero Partners Pleasanton, California	$0	-$237K	0	–	Closed
2650	ARIS Advanced Research Investment Solutions Los Angeles, California	$0	-$11K	0	–	Closed