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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
2751	HAIM Hunter Associates Investment Management Pittsburgh, Pennsylvania	$87K	$0	1	0.01%	Maintained
2752	SC Skylands Capital Milwaukee, Wisconsin	$86.9K	+$75.3K	1	0.01%	Increased
2753	LF LifeSteps Financial Claremont, California	$86.9K	+$98.9K	10	0.04%	New
2754	QWM Quaker Wealth Management Moorestown, New Jersey	$86.5K	-$59.5K	11	0.03%	Reduced
2755	DWM Darwin Wealth Management Tampa, Florida	$86.1K	-$2.72K	6	0.02%	Reduced
2756	CFM Cornerstone Financial Management Burlington, Massachusetts	$85.5K	+$29K	11	0.07%	Increased
2757	XC XY Capital Central, Hong Kong	$84.9K	+$78.5K	1	0.08%	New
2758	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$83.8K	+$1.22K	4	0.01%	Increased
2759	KG Kilter Group Rhinebeck, New York	$83.6K	-$8.69K	15	0.03%	Reduced
2760	AAG Armstrong Advisory Group Needham, Massachusetts	$83.4K	-$3.65K	10	0%	Reduced
2761	BPMC Buckland Partners Management Co Harrison, New York	$82.9K	+$131K	1	0.04%	New
2762	ZF Zhang Financial Portage, Michigan	$82.5K	$0	1	0%	Maintained
2763	FAG Fortitude Advisory Group Gig Harbor, Washington	$81.7K	$0	1	0.03%	Maintained
2764	VA Verdad Advisers Boston, Massachusetts	$80.5K	+$75.8K	1	0.08%	New
2765	BWM Bernard Wealth Management Royal Oak, Michigan	$79.5K	-$3.49K	6	0.03%	Reduced
2766	VW Vance Wealth Santa Clarita, California	$78.7K	+$74K	1	0.02%	New
2767	EWM Evermay Wealth Management Arlington, Virginia	$77.6K	+$27.5K	6	0.01%	Increased
2768	LCC Lincoln Capital Corp East Greenwich, Rhode Island	$77.4K	$0	1	0.03%	Maintained
2769	OGC One68 Global Capital New York	$77.2K	-$106K	1	0.16%	Reduced
2770	CPBTD Central Pacific Bank - Trust Division Honolulu, Hawaii	$76.9K	-$1.01M	2	0.01%	Reduced
2771	T Tidemark San Diego, California	$76.7K	-$679	7	0.02%	Reduced
2772	CNBT Cornerstone National Bank & Trust Palatine, Illinois	$76.6K	-$368K	4	0.03%	Reduced
2773	CI CAZ Investments Houston, Texas	$76K	$0	1	0.02%	Maintained
2774	AG AmeriFlex Group Las Vegas, Nevada	$75.5K	-$3.18K	14	0.03%	Reduced
2775	TLA Tanglewood Legacy Advisors Houston, Texas	$74.6K	-$1.12K	3	0.02%	Reduced