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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	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$21K	$0	1	0.02%	Maintained
2652	AFS Annapolis Financial Services Annapolis, Maryland	$20K	-$4.7K	1	0.01%	Reduced
2653	EIP Ellis Investment Partners Berwyn, Pennsylvania	$20K	+$381	4	0.01%	Increased
2654	KPWG KFA Private Wealth Group Tysons, Virginia	$20K	$0	1	0.01%	Maintained
2655	PP PFS Partners Mine Hill, New Jersey	$19.6K	+$1.94K	5	0.02%	Increased
2656	BAM Baldrige Asset Management Allentown, Pennsylvania	$19K	$0	2	0.01%	Maintained
2657	FWP FAS Wealth Partners Leawood, Kansas	$19K	$0	1	0%	Maintained
2658	KWM Kolinsky Wealth Management Ramsey, New Jersey	$19K	-$5K	1	0.02%	Reduced
2659	HWP Highline Wealth Partners Sherman Oaks, California	$18.6K	+$21K	5	0.02%	New
2660	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$18K	-$18.2K	0	–	Closed
2661	HJIM Henry James International Management New York	$18K	-$323	1	0.01%	Reduced
2662	LWA Lowe Wealth Advisors Columbia, Maryland	$18K	+$20.2K	2	0.01%	Increased
2663	PO Private Ocean San Rafael, California	$18K	+$6.01K	2	0%	Increased
2664	SMG Spectrum Management Group Indianapolis, Indiana	$18K	$0	1	0%	Maintained
2665	TCM Tuttle Capital Management Riverside, Connecticut	$18K	-$5.76K	1	0.06%	Reduced
2666	APW Axim Planning & Wealth Springboro, Ohio	$17K	$0	2	0.02%	Maintained
2667	CL COWA LLC Tulsa, Oklahoma	$17K	+$18.4K	2	0.01%	New
2668	DIM Delta Investment Management San Francisco, California	$17K	+$27.6K	1	0.01%	Increased
2669	LS Leelyn Smith Geneva, Illinois	$17K	+$16.4K	5	0.01%	Increased
2670	FA Flagstar Advisors New York	$16.3K	+$18.8K	1	0.01%	New
2671	HNWAG High Net Worth Advisory Group Naples, Florida	$16K	$0	4	0.01%	Maintained
2672	LSA Lansing Street Advisors Ambler, Pennsylvania	$15K	-$2K	3	0.01%	Reduced
2673	RCG Rock Creek Group Washington, District of Columbia	$15K	+$9.84K	1	0%	Increased
2674	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$14K	$0	2	0%	Maintained
2675	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$14K	$0	1	0%	Maintained