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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	BCP Berkeley Capital Partners Milton, Georgia	$241K	+$250K	1	0.12%	New
2702	APG Abacus Planning Group Columbia, South Carolina	$239K	-$75.2K	1	0.08%	Reduced
2703	PFM Peak Financial Management Wellesley, Massachusetts	$239K	+$249K	1	0.09%	New
2704	PGA Portland Global Advisors Portland, Maine	$239K	+$248K	1	0.05%	New
2705	SFO Stokes Family Office New Orleans, Louisiana	$238K	+$2.81K	1	0.04%	Increased
2706	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$236K	+$12.9K	1	0.01%	Increased
2707	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$235K	+$221K	1	0.1%	New
2708	AP Advisors Preferred Rockville, Maryland	$234K	-$701K	1	0.03%	Reduced
2709	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$234K	+$243K	1	0.03%	New
2710	KM Kalos Management Alpharetta, Georgia	$234K	-$14.9K	1	0.07%	Reduced
2711	AF Affiance Financial St. Louis Park, Minnesota	$231K	$0	1	0.1%	Maintained
2712	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$231K	$0	1	0.11%	Maintained
2713	PWW Pettyjohn Wood & White Lynchburg, Virginia	$231K	+$240K	1	0.05%	New
2714	WA WealthTrust Axiom Wayne, Pennsylvania	$231K	-$456K	1	0.08%	Reduced
2715	PEA Pacific Edge Advisors Corona Del Mar, California	$230K	$0	1	0.11%	Maintained
2716	CRIG Charter Research & Investment Group Southport, Connecticut	$229K	+$11.4K	1	0.2%	Increased
2717	NFG Nadler Financial Group Deerfield, Illinois	$228K	+$198K	1	0.04%	New
2718	SMA Sage Mountain Advisors Atlanta, Georgia	$228K	+$230K	2	0.05%	Increased
2719	SWP Strategic Wealth Partners Independence, Ohio	$228K	$0	1	0.09%	Maintained
2720	SCS Syquant Capital SAS Paris, France	$228K	+$237K	1	0.06%	New
2721	BCA Bay Colony Advisors Concord, Massachusetts	$227K	-$524K	1	0.09%	Reduced
2722	BCM BTR Capital Management Oakland, California	$227K	$0	1	0.03%	Maintained
2723	CCG Chatham Capital Group Savannah, Georgia	$227K	$0	1	0.05%	Maintained
2724	Robertson Stephens Wealth Management San Francisco, California	$227K	$0	1	0.04%	Maintained
2725	World Investment Advisors Santa Barbara, California	$227K	-$191K	1	0.05%	Reduced