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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
2676	BG Bollard Group Boston, Massachusetts	$146K	$0	1	0%	Maintained
2677	CWM Concentrum Wealth Management San Jose, California	$146K	-$5.82K	1	0.03%	Reduced
2678	BLC Brown, Lisle/Cummings Providence, Rhode Island	$144K	-$286	3	0.03%	Reduced
2679	FFO Fortitude Family Office Scottsdale, Arizona	$142K	+$27.9K	18	0.03%	Increased
2680	KLCM KG&L Capital Management Saint Francisville, Louisiana	$141K	-$30.6K	1	0.08%	Reduced
2681	FPB First PREMIER Bank Sioux Falls, South Dakota	$140K	$0	3	0.02%	Maintained
2682	AW Ankerstar Wealth Leander, Texas	$139K	-$474K	8	0.12%	Reduced
2683	MLA MB, Levis & Associates Center Valley, Pennsylvania	$139K	$0	1	0.05%	Maintained
2684	ICCON Investment Counsel Company of Nevada Las Vegas, Nevada	$138K	$0	1	0.26%	Maintained
2685	TBFA Three Bearings Fiduciary Advisors Hampton, New Hampshire	$137K	+$45	6	0.12%	Increased
2686	WAM Warberg Asset Management Winnetka, Illinois	$136K	+$136K	1	0.02%	New
2687	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$134K	-$24.4K	5	0.06%	Reduced
2688	AW Avion Wealth The Woodlands, Texas	$133K	-$2.69K	17	0.02%	Reduced
2689	WAG Wilkerson Advisory Group Columbia, Missouri	$133K	+$4.85K	5	0.04%	Increased
2690	GAM Griffin Asset Management New York	$131K	+$103K	4	0.01%	Increased
2691	TCM Tradewinds Capital Management Bellingham, Washington	$131K	+$52.5K	16	0.02%	Increased
2692	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$130K	-$291K	2	0.4%	Reduced
2693	SIA Strategic Investment Advisors Farmington Hills, Michigan	$129K	+$108K	1	0.01%	New
2694	AIS Altium Investment Strategies Wesley Chapel, Florida	$128K	+$126K	1	0.18%	New
2695	Cannell & Spears New York	$127K	$0	2	0%	Maintained
2696	CWM Copia Wealth Management Bend, Oregon	$127K	+$1.61K	8	0.08%	Increased
2697	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$126K	+$17K	9	0.02%	Increased
2698	PWMG Private Wealth Management Group Princeton, New Jersey	$126K	+$59.3K	8	0.03%	Increased
2699	AWM Abound Wealth Management Franklin, Tennessee	$125K	+$13K	8	0.02%	Increased
2700	SOAMC Spirit of America Management Corp Syosset, New York	$124K	$0	1	0.02%	Maintained