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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	SMF Scott Marsh Financial Millcreek, Utah	$210K	+$194K	1	0.08%	New
2752	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$210K	+$140K	1	0.07%	New
2753	NGA Naples Global Advisors Naples, Florida	$210K	+$189K	1	0.02%	New
2754	QP Quartz Partners Saratoga Springs, New York	$210K	+$189K	1	0.1%	New
2755	OWA Octavia Wealth Advisors Cincinnati, Ohio	$210K	-$29.1K	1	0.02%	Reduced
2756	PA PFG Advisors Phoenix, Arizona	$210K	+$164K	1	0.01%	New
2757	MCM Mainstream Capital Management Los Angeles, California	$209K	$0	1	0.15%	Maintained
2758	NIWA New Insight Wealth Advisors San Ramon, California	$209K	+$189K	1	0.09%	New
2759	BBL Beck Bode LLC Dedham, Massachusetts	$209K	+$169K	1	0.04%	New
2760	MIC Meridian Investment Counsel Lafayette, California	$208K	+$178K	1	0.06%	New
2761	CP Canopy Partners Cincinnati, Ohio	$208K	+$188K	1	0.08%	New
2762	STA Smith Thornton Advisors Huntsville, Alabama	$208K	+$188K	1	0.12%	New
2763	OL one8zero8 LLC Greensboro, North Carolina	$208K	+$191K	1	0.05%	New
2764	VCM Virtue Capital Management Brentwood, Tennessee	$208K	-$86.2K	1	0.04%	Reduced
2765	WCG Weaver Consulting Group Huntington Beach, California	$207K	+$115K	1	0.06%	New
2766	CA CGN Advisors Manhattan, Kansas	$206K	+$186K	1	0.02%	New
2767	SFP Shepherd Financial Partners Winchester, Massachusetts	$206K	+$130K	1	0.02%	New
2768	CAS Coppell Advisory Solutions Coppell, Texas	$206K	+$191K	1	0.02%	New
2769	GAM Grandview Asset Management Harrisburg, Pennsylvania	$205K	+$185K	1	0.07%	New
2770	HB Horizon Bancorp Michigan City, Indiana	$205K	+$25.7K	1	0.1%	Increased
2771	CFA CWS Financial Advisors Kalamazoo, Michigan	$205K	+$189K	1	0.06%	New
2772	MCWA Meadow Creek Wealth Advisors Atlanta, Georgia	$205K	+$189K	1	0.14%	New
2773	JTWM Jackson Thornton Wealth Management Montgomery, Alabama	$204K	+$132K	1	0.02%	New
2774	EA Everpar Advisors Tulsa, Oklahoma	$204K	-$66.2K	1	0.09%	Reduced
2775	SWMP Signature Wealth Management Partners Montvale, New Jersey	$204K	+$188K	1	0.12%	New