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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	KFP KB Financial Partners Princeton, New Jersey	$2K	-$7.98K	1	0%	Reduced
2677	LC Legacy CG Plano, Texas	$2K	+$2.6K	1	0%	New
2678	LCS Levin Capital Strategies New York	$2K	-$263K	1	0%	Reduced
2679	LPP Life Planning Partners Jacksonville, Florida	$2K	$0	1	0%	Maintained
2680	LIM Longfellow Investment Management Boston, Massachusetts	$2K	+$781	1	0%	Increased
2681	SIM Studio Investment Management Chicago, Illinois	$2K	+$3.04K	1	0%	New
2682	SSC Syverson Strege & Co West Des Moines, Iowa	$2K	+$2.6K	1	0%	New
2683	UFF USA Financial Formulas Ada, Michigan	$2K	-$711K	2	0%	Reduced
2684	ACK Andrew C. Karlinski	$1K	-$2.52K	1	0%	Reduced
2685	BWS BCR Wealth Strategies Vestavia, Alabama	$1K	$0	2	0%	Maintained
2686	CPA Cardiff Park Advisors Carlsbad, California	$1K	-$517K	1	0%	Reduced
2687	DWA Delos Wealth Advisors Dallas, Texas	$1K	-$24K	1	0%	Reduced
2688	EW Element Wealth Ridgeland, Mississippi	$1K	$0	1	0%	Maintained
2689	FCMT Founders Capital Management (Texas) Houston, Texas	$1K	-$28K	1	0%	Reduced
2690	IA IFS Advisors Overland Park, Kansas	$1K	$0	1	0%	Maintained
2691	LWA Lowe Wealth Advisors Columbia, Maryland	$1K	$0	1	0%	Maintained
2692	RCM Raleigh Capital Management Cary, North Carolina	$1K	-$60.7K	3	0%	Reduced
2693	SJIM St. Johns Investment Management Jacksonville, Florida	$1K	$0	1	0%	Maintained
2694	TIM Tevis Investment Management Plano, Texas	$1K	$0	1	0%	Maintained
2695	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1K	+$190	1	0%	New
2696	WOSD WFA of San Diego San Diego, California	$1K	+$1.9K	3	0%	New
2697	YAL Your Advocates Ltd Houston, Texas	$1K	$0	1	0%	Maintained
2698	GIA Goodwin Investment Advisory Woodstock, Georgia	$11	$0	1	0%	Maintained
2699	9WM 9258 Wealth Management Blue Ash, Ohio	$0	-$501K	0	–	Closed
2700	AFA Abacus FCF Advisors Orlando, Florida	$0	-$968K	0	–	Closed