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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	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$228K	+$5.26K	5	0.03%	Increased
2702	ACM AUA Capital Management Camp Hill, Pennsylvania	$228K	$0	1	0.14%	Maintained
2703	GIM Grassi Investment Management Santa Clara, California	$228K	+$152K	1	0.02%	New
2704	POIA Pin Oak Investment Advisors Houston, Texas	$228K	+$79.2K	2	0.19%	Increased
2705	PHIC Pine Haven Investment Counsel Fairhaven, Massachusetts	$227K	-$35.5K	1	0.18%	Reduced
2706	MWP Meredith Wealth Planning Maryville, Illinois	$226K	+$170K	1	0.08%	New
2707	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$226K	$0	4	0.03%	Maintained
2708	MAM Mystic Asset Management Warwick, Rhode Island	$226K	-$6.85K	1	0.05%	Reduced
2709	CWA Crux Wealth Advisors Long Beach, California	$226K	+$203K	1	0.1%	New
2710	OCM Objective Capital Management Pepper Pike, Ohio	$225K	+$203K	1	0.25%	New
2711	AF Arrow Financial Glens Falls, New York	$225K	+$207K	1	0.02%	New
2712	TCI Wealth Advisors Tucson, Arizona	$224K	+$150K	1	0.02%	New
2713	EFA Edge Financial Advisors Wheaton, Illinois	$223K	+$178K	1	0.12%	New
2714	WTG West Tower Group Richmond, Virginia	$223K	+$179K	1	0.48%	New
2715	GAM Gemmer Asset Management Walnut Creek, California	$223K	+$201K	1	0.02%	New
2716	OPW Osprey Private Wealth New York	$222K	+$199K	1	0.12%	New
2717	WBG Wharton Business Group Malvern, Pennsylvania	$221K	+$204K	1	0.01%	New
2718	TWG The Wealth Group Eden Prairie, Minnesota	$220K	+$199K	1	0.06%	New
2719	FWP FAS Wealth Partners Leawood, Kansas	$220K	+$147K	1	0.02%	New
2720	MEG Millstone Evans Group Boulder, Colorado	$220K	$0	3	0.15%	Maintained
2721	EFMH E Fund Management (HK) Central, Hong Kong	$219K	+$111K	4	0.21%	Increased
2722	TC Trilogy Capital Irvine, California	$219K	+$202K	1	0.01%	New
2723	CPG Cornerstone Planning Group Fairfield, New Jersey	$219K	+$7.37K	13	0.04%	Increased
2724	Balentine LLC Atlanta, Georgia	$219K	+$202K	1	0.01%	New
2725	BWM Birchcreek Wealth Management Miami Township, Ohio	$218K	+$197K	1	0.12%	New