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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	G GenTrust Miami, Florida	$213K	+$230K	1	0.02%	New
2752	FA Financial Advisors Andover, Massachusetts	$212K	$0	1	0.08%	Maintained
2753	CWM Chesapeake Wealth Management Williamsburg, Virginia	$211K	$0	1	0.07%	Maintained
2754	SAM SignalPoint Asset Management Springfield, Missouri	$211K	+$219K	1	0.07%	New
2755	WPA West Paces Advisors Atlanta, Georgia	$210K	+$52.8K	1	0.08%	Increased
2756	WOC West Oak Capital Westlake Village, California	$210K	-$3.32K	2	0.09%	Reduced
2757	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$209K	+$223K	1	0.16%	New
2758	FSA Financial Sense Advisors San Diego, California	$209K	+$222K	1	0.07%	New
2759	LIA LBMC Investment Advisors Brentwood, Tennessee	$209K	-$3.79K	1	0.02%	Reduced
2760	PA PSI Advisors Tampa, Florida	$208K	+$216K	1	0.12%	New
2761	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$207K	+$3.28K	2	0.14%	Increased
2762	TFO Tarbox Family Office Newport Beach, California	$207K	$0	5	0.04%	Maintained
2763	GWM Gitterman Wealth Management Edison, New Jersey	$206K	+$214K	1	0.13%	New
2764	DLG Daniel L. Goodwin	$205K	+$213K	1	0.11%	New
2765	NFG Northeast Financial Group Tannersville, Pennsylvania	$204K	+$211K	1	0.14%	New
2766	RWG Regal Wealth Group Seal Beach, California	$204K	+$39.9K	4	0.12%	Increased
2767	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$202K	+$192K	1	0.1%	New
2768	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$200K	+$208K	1	0.18%	New
2769	CA CGN Advisors Manhattan, Kansas	$200K	-$50.8K	1	0.07%	Reduced
2770	FNWM Financial Network Wealth Management Draper, Utah	$200K	+$208K	1	0.13%	New
2771	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$200K	+$208K	1	0.04%	New
2772	MWP Meridian Wealth Partners Exton, Pennsylvania	$199K	+$80.7K	5	0.06%	Increased
2773	WIC Water Island Capital New York	$198K	+$227K	1	0.01%	New
2774	KIG Kessler Investment Group Columbus, Indiana	$196K	-$432K	1	0.26%	Reduced
2775	FTCM First Trust Capital Management Chicago, Illinois	$193K	+$194K	1	0.04%	New