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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
2801	KFA Kelleher Financial Advisors New York	$61.7K	-$151K	6	0.01%	Reduced
2802	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$61.4K	+$63.9K	5	0.02%	New
2803	FC Financial Consulate Hunt Valley, Maryland	$61.1K	-$12.3K	8	0.01%	Reduced
2804	BWM Bullock Wealth Management Bloomington, Indiana	$60.9K	-$409	9	0.03%	Reduced
2805	GC Gould Capital Tacoma, Washington	$60.9K	+$3.78K	4	0.03%	Increased
2806	T TrustBank Olney, Illinois	$60K	$0	2	0.02%	Maintained
2807	RA RiverPark Advisors New York	$60K	-$754	1	0.03%	Reduced
2808	HCM Horrell Capital Management Little Rock, Arkansas	$58.9K	+$500	3	0.03%	Increased
2809	PAS PKS Advisory Services Albany, New York	$58.2K	+$51.7K	1	0.01%	New
2810	TPW TOP Private Wealth Glastonbury, Connecticut	$57.9K	+$70.4K	2	0.06%	New
2811	IWS Integrity Wealth Solutions Denver, Colorado	$57.3K	-$12.4K	2	0.02%	Reduced
2812	GAMA Graticule Asia Macro Advisors New York	$57.3K	+$59.4K	1	0%	New
2813	OFW Omnia Family Wealth Aventura, Florida	$56.9K	$0	1	0.02%	Maintained
2814	DEA DoubleLine ETF Adviser Tampa, Florida	$56.7K	+$89.9K	1	0.02%	New
2815	WA Waddell & Associates Memphis, Tennessee	$56.5K	-$7	1	0%	Reduced
2816	S Sachetta Lynnfield, Massachusetts	$56.5K	-$4.73K	5	0.03%	Reduced
2817	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$56.4K	+$2.41K	10	0.01%	Increased
2818	1CP 1015 Capital Partners Pottstown, Pennsylvania	$55.6K	+$863	4	0.05%	Increased
2819	ECA Elevated Capital Advisors Sandy, Utah	$55.4K	$0	3	0.02%	Maintained
2820	CT Colonial Trust Spartanburg, South Carolina	$55.1K	-$113K	3	0.01%	Reduced
2821	KA Kozak & Associates Highlands Ranch, Colorado	$55.1K	+$45	3	0.01%	Increased
2822	TC Trium Capital London, United Kingdom	$54.9K	+$31.2K	1	0.03%	Increased
2823	SN Sittner & Nelson Eugene, Oregon	$54.6K	-$3.19K	7	0.02%	Reduced
2824	SPW Stillwater Private Wealth Glen Mills, Pennsylvania	$54K	$0	1	0.04%	Maintained
2825	RWM Rialto Wealth Management Syracuse, New York	$53.6K	+$21.9K	17	0.01%	Increased