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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
2626	FBFS First Business Financial Services Madison, Wisconsin	$253K	-$3.42K	1	0.02%	Reduced
2627	FDP Financiere des Professionnels Montreal, Quebec, Canada	$252K	-$647K	1	0.02%	Reduced
2628	CFG Carr Financial Group Worcester, Massachusetts	$251K	$0	1	0.07%	Maintained
2629	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$251K	-$305K	1	0.01%	Reduced
2630	Stock Yards Bank & Trust Louisville, Kentucky	$251K	-$53.3K	1	0.01%	Reduced
2631	KA KLCM Advisors Milwaukee, Wisconsin	$251K	$0	1	0.03%	Maintained
2632	S Sunpointe St. Louis, Missouri	$251K	+$167K	1	0.1%	New
2633	Williams Jones Wealth Management New York	$250K	+$18.5K	1	0%	Increased
2634	HFS Howard Financial Services Dallas, Texas	$250K	+$225K	1	0.03%	New
2635	IA Inspire Advisors Meridian, Idaho	$250K	+$167K	1	0.03%	New
2636	E3F Eight 31 Financial Midland, Texas	$249K	$0	1	0.16%	Maintained
2637	HSWM Hubbell Strickland Wealth Management New Orleans, Louisiana	$249K	+$166K	1	0.11%	New
2638	DE Diversified Enterprises Wilmington, Delaware	$248K	+$157K	1	0.02%	New
2639	FA Fountainhead AM Warren, New Jersey	$248K	$0	1	0.04%	Maintained
2640	VFG Victory Financial Group Austin, Texas	$247K	+$202K	1	0.04%	Increased
2641	OP ORG Partners Roanoke, Indiana	$247K	+$15.5K	9	0.05%	Increased
2642	AW Avion Wealth The Woodlands, Texas	$247K	-$9.64K	12	0.06%	Reduced
2643	CT Colonial Trust Spartanburg, South Carolina	$247K	+$10.5K	3	0.04%	Increased
2644	CWM Consultiva Wealth Management San Juan, Puerto Rico	$247K	$0	3	0.76%	Maintained
2645	UAG United Advisor Group Cincinnati, Ohio	$246K	-$19K	1	0.04%	Reduced
2646	SAM Strategy Asset Managers Pasadena, California	$246K	+$193K	1	0.05%	New
2647	CPWM Cypress Point Wealth Management Dallas, Texas	$245K	+$155K	1	0.06%	New
2648	CIC Chase Investment Counsel Charlottesville, Virginia	$245K	$0	1	0.08%	Maintained
2649	Index Fund Advisors Irvine, California	$244K	-$44.1K	1	0.01%	Reduced
2650	WA Westfuller Advisors New York	$244K	+$225K	1	0.14%	New