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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	SFS Strategic Financial Services Utica, New York	$237K	+$158K	1	0.01%	New
2677	MCM M1 Capital Management Bloomfield Hills, Michigan	$236K	+$149K	1	0.12%	New
2678	WFA WMG Financial Advisors Knoxville, Tennessee	$235K	+$182K	1	0.09%	New
2679	RCA Ranch Capital Advisors Sarasota, Florida	$235K	+$5K	1	0.1%	Increased
2680	ICM IMS Capital Management Portland, Oregon	$235K	-$9.04K	1	0.11%	Reduced
2681	FIB First Interstate Bank Billings, Montana	$235K	-$10.3K	1	0.01%	Reduced
2682	WWM Westwood Wealth Management Los Angeles, California	$234K	+$201K	1	0.08%	New
2683	Carlyle Group Washington, District of Columbia	$234K	+$148K	1	0%	New
2684	1IA 1620 Investment Advisors Plymouth, Massachusetts	$234K	-$59.5K	3	0.17%	Reduced
2685	MW Marks Wealth Annapolis, Maryland	$233K	$0	1	0.08%	Maintained
2686	VC Veery Capital Wilmington, Delaware	$232K	$0	1	0.08%	Maintained
2687	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$232K	-$783K	2	0.05%	Reduced
2688	CPA Capital Planning Advisors Roseville, California	$231K	+$181K	1	0.03%	New
2689	BWP BSW Wealth Partners Boulder, Colorado	$231K	-$14.9K	1	0.03%	Reduced
2690	BFO Boston Family Office Boston, Massachusetts	$231K	$0	1	0.02%	Maintained
2691	BIG Brookwood Investment Group Phoenix, Arizona	$231K	+$181K	1	0.04%	New
2692	Trillium Asset Management Boston, Massachusetts	$230K	-$19.6K	1	0.01%	Reduced
2693	DIP DT Investment Partners Chadds Ford, Pennsylvania	$230K	-$1	4	0.02%	Reduced
2694	6F 626 Financial Portage, Michigan	$230K	-$7.67K	1	0.11%	Reduced
2695	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$230K	+$123K	1	0.09%	Increased
2696	NI Natural Investments Windsor, California	$229K	+$211K	1	0.06%	New
2697	MWM Mascagni Wealth Management Clinton, Mississippi	$229K	+$196K	1	0.19%	New
2698	ASBI American State Bank (Iowa) Sioux Center, Iowa	$229K	$0	1	0.13%	Maintained
2699	MFG Midwest Financial Group Overland Park, Kansas	$228K	+$179K	1	0.12%	New
2700	VPP Vertex Planning Partners Downers Grove, Illinois	$228K	+$181K	1	0.05%	New