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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	MAM Morse Asset Management Darien, Connecticut	$459	+$457	1	0%	New
2652	BFO Biltmore Family Office Charlotte, North Carolina	$375	$0	1	0%	Maintained
2653	MAM Marquette Asset Management Minneapolis, Minnesota	$357	-$1.06K	1	0%	Reduced
2654	FPFS First Personal Financial Services Charlotte, North Carolina	$303	+$266	2	0%	New
2655	ICA Infrastructure Capital Advisors New York	$229	+$229	1	0%	New
2656	DWA Delos Wealth Advisors Dallas, Texas	$179	+$200	1	0%	New
2657	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$156	-$64	1	0%	Reduced
2658	DWM Dogwood Wealth Management Lenexa, Kansas	$21	-$19.1K	0	–	Closed
2659	ATC Advantage Trust Company Salina, Kansas	$0	-$92.3K	0	–	Closed
2660	Advent Capital Management New York	$0	-$1.29M	0	–	Closed
2661	A AJOVista Boston, Massachusetts	$0	-$45.6K	0	–	Closed
2662	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$1.64M	0	–	Closed
2663	AFM Armstrong Fleming & Moore Washington, District of Columbia	$0	-$222K	0	–	Closed
2664	AG Artal Group Luxembourg	$0	-$870K	0	–	Closed
2665	Atreides Management Boston, Massachusetts	$0	-$54.3M	0	–	Closed
2666	ASM ATW SPAC Management New York	$0	-$6.73M	0	–	Closed
2667	AWM Austin Wealth Management Austin, Texas	$0	-$4.98K	0	–	Closed
2668	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$411K	0	–	Closed
2669	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$0	-$2.79K	0	–	Closed
2670	BCM Bourgeon Capital Management Darien, Connecticut	$0	-$5.21M	0	–	Closed
2671	BCM BTC Capital Management Des Moines, Iowa	$0	-$452K	0	–	Closed
2672	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$0	-$374K	0	–	Closed
2673	CIA Capital Impact Advisors Boston, Massachusetts	$0	-$1.48M	0	–	Closed
2674	Castle Hook Partners New York	$0	-$155M	0	–	Closed
2675	CWM CCG Wealth Management San Diego, California	$0	-$150K	0	–	Closed