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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
2726	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$325K	-$76.6K	1	0.2%	Reduced
2727	WDG Wealth Dimensions Group Cincinnati, Ohio	$324K	+$353K	1	0.21%	New
2728	WDL Well Done LLC Holland, Michigan	$324K	+$33.5K	1	0.07%	Increased
2729	SCA St. Clair Advisors Mayfield Hts, Ohio	$324K	$0	1	0.22%	Maintained
2730	Forvis Mazars Wealth Advisors Springfield, Missouri	$323K	-$5.39K	1	0.01%	Reduced
2731	SIAG Safeguard Investment Advisory Group Corona, California	$322K	-$101K	1	0.21%	Reduced
2732	First National Bank of Omaha Omaha, Nebraska	$320K	+$42.3K	1	0.02%	Increased
2733	RBCM Raub Brock Capital Management Larkspur, California	$319K	$0	1	0.05%	Maintained
2734	LF Lantz Financial Naperville, Illinois	$318K	+$12.2K	1	0.16%	Increased
2735	MCM Monument Capital Management Alexandria, Virginia	$318K	-$288K	1	0.11%	Reduced
2736	BFA Beacon Financial Advisory Cleveland, Ohio	$317K	-$851	1	0.16%	Reduced
2737	DF Dent & Co Baltimore, Maryland	$317K	-$5.67K	1	0%	Reduced
2738	GSEP Golden State Equity Partners South Coast Metro, California	$317K	-$489K	1	0.13%	Reduced
2739	ACA Affinity Capital Advisors Berkeley, California	$316K	+$29.2K	1	0.11%	Increased
2740	MM Main Management San Francisco, California	$316K	-$603K	1	0.03%	Reduced
2741	MAM MMA Asset Management Conshohocken, Pennsylvania	$315K	$0	1	0.24%	Maintained
2742	CHA Cooper/Haims Advisors Victor, New York	$314K	$0	1	0.19%	Maintained
2743	RWM Raffa Wealth Management Washington, District of Columbia	$314K	+$3.12K	3	0.11%	Increased
2744	CIEP Constellation Investimentos e Participacoes Sao Paulo, Brazil	$312K	-$1.22M	1	0.09%	Reduced
2745	CCM Cox Capital Management Andover, Massachusetts	$312K	$0	1	0.21%	Maintained
2746	LIA LS Investment Advisors Bloomfield Hills, Michigan	$312K	$0	1	0.04%	Maintained
2747	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$312K	$0	1	0.07%	Maintained
2748	CP Corbenic Partners Bethlehem, Pennsylvania	$311K	$0	5	0.08%	Maintained
2749	MIC Meridian Investment Counsel Lafayette, California	$309K	$0	1	0.11%	Maintained
2750	JF JSF Financial Los Angeles, California	$307K	+$335K	1	0.15%	New