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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	HF Halpern Financial Ashburn, Virginia	$307K	+$20.2K	2	0.14%	Increased
2752	CA Crewe Advisors Salt Lake City, Utah	$306K	-$851	4	0.07%	Reduced
2753	DI DAGCO Inc Westlake, Ohio	$306K	$0	1	0.13%	Maintained
2754	FA Fountainhead AM Warren, New Jersey	$305K	$0	1	0.15%	Maintained
2755	PBC Pavion Blue Capital Newport Beach, California	$305K	$0	1	0.19%	Maintained
2756	Capital Markets Trading (UK) London, United Kingdom	$304K	+$332K	1	0%	New
2757	KCM Kanawha Capital Management Richmond, Virginia	$303K	+$2.55K	1	0.03%	Increased
2758	SFPG Stonebridge Financial Planning Group Orlando, Florida	$301K	+$35.1K	3	0.15%	Increased
2759	TA Trellis Advisors Ellensburg, Washington	$301K	$0	1	0.15%	Maintained
2760	GC Gruss & Co West Palm Beach, Florida	$299K	-$14.2K	1	0.84%	Reduced
2761	SCA Stonebridge Capital Advisors St Paul, Minnesota	$299K	+$16.4K	3	0.04%	Increased
2762	WA Waddell & Associates Memphis, Tennessee	$298K	$0	1	0.05%	Maintained
2763	ArrowMark Colorado Holdings Denver, Colorado	$297K	-$77.5K	1	0%	Reduced
2764	JWBC John W. Brooker & Co Oakland, California	$297K	+$73.8K	3	0.17%	Increased
2765	ZF Zhang Financial Portage, Michigan	$297K	+$322K	1	0.07%	New
2766	LDFR Lehman & Derafelo Financial Resources Media, Pennsylvania	$296K	-$108K	1	0.1%	Reduced
2767	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$296K	+$59.6K	1	0.12%	Increased
2768	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$295K	+$3.69K	1	0.02%	Increased
2769	BCP Blue Chip Partners Farmington Hills, Michigan	$295K	+$321K	1	0.04%	New
2770	VV Verity & Verity Beaufort, South Carolina	$295K	$0	1	0.04%	Maintained
2771	DL DOHJ LLC Seattle, Washington	$293K	+$10.2K	1	0.14%	Increased
2772	PWM Peterson Wealth Management Sparks, Nevada	$293K	+$29.8K	1	0.23%	Increased
2773	Valmark Advisers Akron, Ohio	$293K	+$251K	2	0.01%	Increased
2774	RWI Red Wave Investments Dillsburg, Pennsylvania	$292K	-$4.26K	1	0.11%	Reduced
2775	FFWM Future Financial Wealth Management Cincinnati, Ohio	$291K	$0	1	0.3%	Maintained