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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	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$3K	$0	2	0.01%	Maintained
2727	DCM Davidson Capital Management Corpus Christi, Texas	$3K	+$1.24K	1	0%	Increased
2728	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$3K	$0	1	0%	Maintained
2729	LWP Laurel Wealth Planning Edina, Minnesota	$3K	$0	1	0%	Maintained
2730	SFA Semmax Financial Advisors Winston Salem, North Carolina	$3K	$0	1	0%	Maintained
2731	ACK Andrew C. Karlinski	$2K	$0	1	0%	Maintained
2732	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$2K	$0	1	0%	Maintained
2733	BC Belmont Capital Los Angeles, California	$2K	$0	1	0%	Maintained
2734	DWA Delos Wealth Advisors Dallas, Texas	$2K	+$674	2	0%	Increased
2735	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$2K	$0	1	0%	Maintained
2736	HWM Horizons Wealth Management Asheville, North Carolina	$2K	$0	1	0%	Maintained
2737	IA IFS Advisors Overland Park, Kansas	$2K	$0	1	0%	Maintained
2738	KFP KB Financial Partners Princeton, New Jersey	$2K	$0	1	0%	Maintained
2739	LIM Longfellow Investment Management Boston, Massachusetts	$2K	$0	1	0%	Maintained
2740	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$2K	$0	2	0%	Maintained
2741	PLU Performa Ltd (US) Charleston, South Carolina	$2K	-$13.7K	1	0%	Reduced
2742	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$2K	+$1.81K	2	0%	New
2743	SWM Stapp Wealth Management Olympia, Washington	$2K	+$1.89K	1	0.01%	New
2744	SJIM St. Johns Investment Management Jacksonville, Florida	$2K	$0	1	0%	Maintained
2745	UFF USA Financial Formulas Ada, Michigan	$2K	$0	2	0%	Maintained
2746	LPP Life Planning Partners Jacksonville, Florida	$1.98K	$0	1	0%	Maintained
2747	BWS BCR Wealth Strategies Vestavia, Alabama	$1K	$0	2	0%	Maintained
2748	CPA Cardiff Park Advisors Carlsbad, California	$1K	$0	1	0%	Maintained
2749	FCMT Founders Capital Management (Texas) Houston, Texas	$1K	$0	1	0%	Maintained
2750	HH HWG Holdings Houston, Texas	$1K	+$621	1	0%	New