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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
2701	WAM Warberg Asset Management Winnetka, Illinois	$145K	+$143K	1	0.04%	New
2702	RWG Regal Wealth Group Seal Beach, California	$142K	-$19.5K	2	0.09%	Reduced
2703	SN Sittner & Nelson Eugene, Oregon	$142K	+$126K	1	0.13%	New
2704	AL ADE LLC Baltimore, Maryland	$138K	+$123K	3	0.11%	New
2705	VCG Vantage Consulting Group Virginia Beach, Virginia	$138K	+$98.3K	5	0.01%	New
2706	MWA Moser Wealth Advisors Bellevue, Washington	$135K	+$67.3K	1	0.1%	Increased
2707	RMC Resources Management Corp West Hartford, Connecticut	$134K	$0	2	0.02%	Maintained
2708	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$133K	+$118K	1	0.37%	New
2709	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$127K	+$113K	2	0.13%	New
2710	SL Savior LLC Wellesley Hills, Massachusetts	$127K	-$3.11K	3	0.1%	Reduced
2711	PGAM Princeton Global Asset Management Princeton, New Jersey	$126K	+$8.29K	1	0.04%	Increased
2712	FNBOSM First National Bank of South Miami South Miami, Florida	$125K	+$28K	1	0.11%	Increased
2713	WFA Wells Financial Advisors Framingham, Massachusetts	$124K	+$110K	2	0.11%	New
2714	JWBC John W. Brooker & Co Oakland, California	$123K	$0	1	0.08%	Maintained
2715	KFI Key Financial Inc West Chester, Pennsylvania	$120K	+$106K	2	0.09%	New
2716	FPB First PREMIER Bank Sioux Falls, South Dakota	$119K	+$105K	1	0.05%	New
2717	HFA HC Financial Advisors Lafayette, California	$119K	$0	2	0.08%	Maintained
2718	OIA Optimum Investment Advisors Chicago, Illinois	$118K	+$10.4K	2	0.04%	Increased
2719	IWP IAG Wealth Partners Waukesha, Wisconsin	$116K	+$96.3K	1	0.05%	Increased
2720	MWP Meridian Wealth Partners Exton, Pennsylvania	$115K	+$2.54K	2	0.05%	Increased
2721	LWM Liberty Wealth Management Oakland, California	$114K	+$43.4K	4	0.06%	Increased
2722	SFPG Stonebridge Financial Planning Group Orlando, Florida	$111K	$0	2	0.07%	Maintained
2723	HWM HighMark Wealth Management St. Paul, Minnesota	$109K	-$35.7K	5	0.09%	Reduced
2724	Benjamin Edwards Inc Clayton, Missouri	$108K	-$27.4K	2	0.08%	Reduced
2725	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$107K	$0	1	0.04%	Maintained