← All themes

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	FA Financial Advantage Columbia, Maryland	$23K	$0	1	0.02%	Maintained
2802	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$23K	+$20.7K	1	0%	New
2803	SFP Sterling Financial Planning Sparta, New Jersey	$23K	+$20.7K	1	0.02%	New
2804	DMK David M. Knott	$22K	+$18.5K	1	0.01%	New
2805	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$22K	-$10K	1	0.02%	Reduced
2806	AA Addison Advisors Middlebury, Vermont	$21K	+$18.6K	1	0.02%	New
2807	FMP Financial Management Professionals Austin, Texas	$21K	-$3.73K	1	0.01%	Reduced
2808	BWM Birchcreek Wealth Management Miami Township, Ohio	$20K	+$18.3K	1	0.02%	New
2809	LS Leelyn Smith Geneva, Illinois	$19K	+$114	2	0.01%	Increased
2810	SWM Selective Wealth Management Forest, Virginia	$19K	$0	1	0.01%	Maintained
2811	DCM Disciplina Capital Management Nashville, Tennessee	$18.3K	+$16.2K	1	0.01%	New
2812	TI tru Independence Portland, Oregon	$18K	+$40.2K	3	0.03%	New
2813	EIP Ellis Investment Partners Berwyn, Pennsylvania	$18K	$0	1	0.01%	Maintained
2814	BAM Bellevue Asset Management Bellevue, Washington	$17K	+$2.34K	2	0.01%	Increased
2815	TD Ameritrade Investment Management Omaha, Nebraska	$17K	-$414	2	0%	Reduced
2816	MS Marshall & Sullivan Seattle, Washington	$16.2K	-$2.54M	1	0.01%	Reduced
2817	HS Horan Securities Cincinnati, United States	$15K	+$6.68K	3	0.01%	Increased
2818	TIM Tortoise Investment Management White Plains, New York	$15K	$0	1	0%	Maintained
2819	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$14K	+$12.6K	1	0%	New
2820	CBT CoreFirst Bank & Trust Topeka, Kansas	$13K	+$11.4K	1	0.01%	New
2821	FPFS First Personal Financial Services Charlotte, North Carolina	$13K	+$11.8K	1	0%	New
2822	APWM Atlas Private Wealth Management Albany, New York	$11K	$0	1	0.01%	Maintained
2823	SA SRH Advisors Salina, Kansas	$11K	+$5.18K	1	0.02%	Increased
2824	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$10K	+$3.69K	2	0.01%	Increased
2825	NCM New Capital Management Houston, Texas	$10K	$0	1	0.01%	Maintained