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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	Accredited Investors Edina, Minnesota	$244K	-$69.2K	1	0.01%	Reduced
2652	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$243K	+$226K	1	0.08%	New
2653	PFP Paragon Financial Partners Woodland Hills, California	$243K	+$548	1	0.17%	Increased
2654	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$243K	+$154K	7	0.1%	Increased
2655	DWG Darden Wealth Group Ann Arbor, Michigan	$243K	+$219K	1	0.15%	New
2656	HFAS Hummer Financial Advisory Services Chicago, Illinois	$243K	+$219K	1	0.18%	New
2657	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$242K	+$162K	1	0.01%	New
2658	YLHM Yelin Lapidot Holdings Management Tel Aviv, Israel	$242K	$0	1	0.04%	Maintained
2659	PWA Physician Wealth Advisors Midvale, Utah	$241K	+$19.6K	12	0.04%	Increased
2660	ADL Asset Dedication LLC San Francisco, California	$241K	+$2.1K	7	0.02%	Increased
2661	UPS UHLMANN PRICE SECURITIES Skokie, Illinois	$240K	$0	1	0.17%	Maintained
2662	AWM Adams Wealth Management Logan, Utah	$240K	+$155K	1	0.05%	New
2663	CI CacheTech Inc Logan, Utah	$240K	+$155K	1	0.04%	New
2664	NCM NCM Capital Management Ramsey, New Jersey	$240K	-$7.88K	1	0.1%	Reduced
2665	WA1 Wimmer Associates 1 Pasadena, California	$239K	$0	1	0.12%	Maintained
2666	NFP Narus Financial Partners Salt Lake City, Utah	$239K	-$273K	1	0.07%	Reduced
2667	BWM BankPlus Wealth Management Jackson, Mississippi	$239K	+$6.3K	1	0.16%	Increased
2668	ICM III Capital Management Boca Raton, Florida	$238K	+$215K	1	0.04%	New
2669	ADMI Albert D. Mason Inc Boston, Massachusetts	$238K	-$2.33K	1	0.17%	Reduced
2670	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$238K	$0	1	0.04%	Maintained
2671	OFO OneAscent Family Office Birmingham, Alabama	$238K	-$3.97K	1	0.23%	Reduced
2672	FCA FLC Capital Advisors Palm Desert, California	$238K	+$205	1	0.05%	Increased
2673	RFN Redwood Financial Network Solon, Ohio	$237K	+$1.03K	1	0.16%	Increased
2674	RWM RMG Wealth Management Platteville, Wisconsin	$237K	+$175K	7	0.04%	New
2675	BFA Beacon Financial Advisory Cleveland, Ohio	$237K	+$213K	1	0.06%	New