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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	SIM Sonora Investment Management Tucson, Arizona	$195K	+$7.25K	2	0.02%	Increased
2677	PP Pacifica Partners Surrey, Canada	$192K	$0	1	0.19%	Maintained
2678	BCM Blume Capital Management Berkeley, California	$187K	+$1.17K	2	0.08%	Increased
2679	CH Canton Hathaway Providence, Rhode Island	$187K	+$166K	1	0.06%	New
2680	Magellan Asset Management Sydney, Australia	$187K	+$146K	1	0%	Increased
2681	SWP ShoreHaven Wealth Partners Red Bank, New Jersey	$185K	+$165K	2	0.1%	New
2682	SIS Sound Income Strategies Ft Lauderdale, Florida	$182K	-$484	2	0.04%	Reduced
2683	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$181K	+$151K	2	0.09%	Increased
2684	EARNEST Partners Atlanta, Georgia	$179K	$0	3	0%	Maintained
2685	TFO Tarbox Family Office Newport Beach, California	$179K	+$4.27K	5	0.04%	Increased
2686	PO Private Ocean San Rafael, California	$176K	-$39K	2	0.04%	Reduced
2687	APC Aspire Private Capital Cornelius, North Carolina	$173K	-$51.9K	3	0.07%	Reduced
2688	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$169K	$0	2	0.08%	Maintained
2689	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$168K	-$1.28M	1	0.01%	Reduced
2690	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$167K	-$3.91K	2	0.08%	Reduced
2691	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$163K	+$19.4K	3	0.03%	Increased
2692	HFM Hartford Financial Management Hartford, Connecticut	$161K	+$65.8K	3	0.04%	Increased
2693	MWC MBM Wealth Consultants Chesterfield, Missouri	$161K	$0	1	0.09%	Maintained
2694	Hillsdale Investment Management Toronto, Ontario, Canada	$157K	-$456K	1	0.01%	Reduced
2695	CWM Curi Wealth Management Raleigh, North Carolina	$154K	+$138K	2	0.11%	New
2696	WPA West Paces Advisors Atlanta, Georgia	$154K	$0	1	0.07%	Maintained
2697	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$149K	+$133K	2	0.05%	New
2698	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$149K	+$149K	1	0.02%	New
2699	PK Pflug Koory Omaha, Nebraska	$148K	+$4.14K	2	0.09%	Increased
2700	BA Bellwether Advisors Lincoln, Nebraska	$146K	+$129K	1	0.06%	New