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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
2776	LC Lunia Capital Dallas, Texas	$291K	+$27K	1	6.48%	Increased
2777	RWA River Wealth Advisors Camp Hill, Pennsylvania	$291K	+$1.42K	1	0.05%	Increased
2778	GA Gateway Advisory Westfield, New Jersey	$290K	-$3.12K	1	0.06%	Reduced
2779	JWM Jeppson Wealth Management Manhattan Beach, California	$290K	-$4.26K	1	0.15%	Reduced
2780	AFA American Financial Advisors Marietta, Georgia	$289K	$0	1	0.04%	Maintained
2781	EAM Exos Asset Management New York	$289K	-$100K	2	0.15%	Reduced
2782	Simplify Asset Management Las Vegas, Nevada	$289K	-$107K	1	0.02%	Reduced
2783	CT Caldwell Trust Venice, Florida	$289K	-$44.8K	3	0.04%	Reduced
2784	AMM American Money Management Rancho Santa Fe, California	$288K	$0	1	0.08%	Maintained
2785	KS Karpas Strategies Litchfield, Connecticut	$287K	$0	1	0.09%	Maintained
2786	PRWA Platte River Wealth Advisors Louisville, Colorado	$286K	+$312K	1	0.11%	New
2787	TAM Taurus Asset Management New York	$286K	$0	1	0.03%	Maintained
2788	VIM Vista Investment Management Pittsburgh, Pennsylvania	$285K	$0	1	0.17%	Maintained
2789	AIA Angeles Investment Advisors Santa Monica, California	$284K	+$57K	1	0.02%	Increased
2790	Beck Mack & Oliver New York	$284K	+$309K	1	0.01%	New
2791	DI Diligent Investors Redlands, California	$284K	$0	1	0.1%	Maintained
2792	SAM SignalPoint Asset Management Springfield, Missouri	$284K	+$28.1K	1	0.09%	Increased
2793	Bogart Wealth LLC Mclean, Virginia	$283K	+$32.6K	4	0.03%	Increased
2794	BWA Bordeaux Wealth Advisors Menlo Park, California	$283K	-$48.3K	1	0.16%	Reduced
2795	FFG Fortem Financial Group Palm Desert, California	$283K	-$28.4K	1	0.14%	Reduced
2796	MC Machina Capital Paris, France	$282K	+$307K	1	0.61%	New
2797	SFA Souders Financial Advisors Cincinnati, Ohio	$282K	+$307K	1	0.09%	New
2798	RCM Radnor Capital Management Wayne, Pennsylvania	$281K	+$306K	1	0.17%	New
2799	RCG Rock Creek Group Washington, District of Columbia	$281K	-$2.39M	1	0.05%	Reduced
2800	HI Human Investing Lake Oswego, Oregon	$280K	+$5.67K	1	0.07%	Increased