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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	KFA Kelleher Financial Advisors New York	$356K	+$183K	1	0.16%	Increased
2677	MAG MRA Advisory Group Parsippany, New Jersey	$356K	-$616K	1	0.3%	Reduced
2678	SAM Sectoral Asset Management Montreal, Quebec, Canada	$356K	$0	1	0.03%	Maintained
2679	FMW Farr Miller & Washington Washington, District of Columbia	$355K	+$2.84K	1	0.02%	Increased
2680	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$353K	$0	1	0.15%	Maintained
2681	QAM QCI Asset Management Pittsford, New York	$353K	+$7.66K	1	0.02%	Increased
2682	SIM Sonora Investment Management Tucson, Arizona	$353K	+$34.2K	5	0.04%	Increased
2683	ECAM East Coast Asset Management Essex, Massachusetts	$352K	$0	1	0.08%	Maintained
2684	FWP FAS Wealth Partners Leawood, Kansas	$352K	+$42.6K	2	0.03%	Increased
2685	Capital Wealth Planning Naples, Florida	$351K	-$91.9K	1	0.01%	Reduced
2686	CAM Carret Asset Management New York	$351K	-$21.6K	1	0.04%	Reduced
2687	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$351K	+$383K	1	0.36%	New
2688	MIM Montgomery Investment Management Rockville, Maryland	$351K	$0	1	0.13%	Maintained
2689	SWMP Signature Wealth Management Partners Montvale, New Jersey	$351K	$0	1	0.32%	Maintained
2690	B Bellecapital Zurich, Switzerland	$350K	$0	1	0.11%	Maintained
2691	BCP Berkeley Capital Partners Milton, Georgia	$350K	-$284	1	0.16%	Reduced
2692	MFG MidWestOne Financial Group Iowa City, Iowa	$350K	$0	1	0.08%	Maintained
2693	TWM Triton Wealth Management Sun City, Arizona	$350K	-$567	1	0.17%	Reduced
2694	WQ Wealth Quarterback Toms River, New Jersey	$350K	-$15.9K	7	0.23%	Reduced
2695	HR Hayden Royal Charlotte, North Carolina	$349K	-$461K	1	0.57%	Reduced
2696	VC Vicus Capital State College, Pennsylvania	$347K	-$682K	1	0.06%	Reduced
2697	AWM Altavista Wealth Management Asheville, North Carolina	$346K	-$14.8K	1	0.08%	Reduced
2698	EIA Edgemoor Investment Advisors Bethesda, Maryland	$346K	$0	1	0.04%	Maintained
2699	NGA Naples Global Advisors Naples, Florida	$345K	+$90.2K	1	0.05%	Increased
2700	MMHP Murphy Middleton Hinkle & Parker Thomasville, Georgia	$343K	$0	1	0.2%	Maintained