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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
2651	WestEnd Advisors Charlotte, North Carolina	$4.26K	+$5.29K	1	0%	New
2652	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$4K	$0	3	0%	Maintained
2653	CWM Cedar Wealth Management Walnut Creek, California	$4K	$0	2	0%	Maintained
2654	LFA Level Financial Advisors East Amherst, New York	$4K	+$1.02K	4	0%	Increased
2655	NWM Navigation Wealth Management Fort Collins, Colorado	$4K	$0	2	0.44%	Maintained
2656	RCG Rock Creek Group Washington, District of Columbia	$4K	+$4.08K	1	0%	Increased
2657	SFA Semmax Financial Advisors Winston Salem, North Carolina	$4K	-$4.34K	1	0%	Reduced
2658	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$4K	-$566	2	0%	Reduced
2659	RCM Ravenstone Capital Management Toronto,	$4K	$0	1	0%	Maintained
2660	BFG Baron Financial Group Fair Lawn, New Jersey	$3.84K	$0	1	0%	Maintained
2661	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$3K	-$13K	2	0%	Reduced
2662	FWA FSC Wealth Advisors Fishkill, New York	$3K	+$1.82K	2	0.03%	Increased
2663	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$3K	$0	1	0%	Maintained
2664	HWM Horizons Wealth Management Asheville, North Carolina	$3K	+$2.52K	1	0%	New
2665	LWP Laurel Wealth Planning Edina, Minnesota	$3K	-$17K	1	0%	Reduced
2666	LS Leelyn Smith Geneva, Illinois	$3K	$0	2	0%	Maintained
2667	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$3K	-$133K	2	0%	Reduced
2668	TWP TFO Wealth Partners Maumee, Ohio	$3K	+$3.46K	2	0%	New
2669	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$3K	-$1.56K	1	0%	Reduced
2670	ARIS Advanced Research Investment Solutions Los Angeles, California	$2K	-$2.37M	1	0%	Reduced
2671	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$2K	$0	1	0%	Maintained
2672	BC Belmont Capital Los Angeles, California	$2K	$0	1	0%	Maintained
2673	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$2K	-$4.1K	2	0%	Reduced
2674	DCM Davidson Capital Management Corpus Christi, Texas	$2K	-$347	1	0%	Reduced
2675	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$2K	+$2.19K	1	0%	Increased