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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	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$135K	-$3.54K	1	0.23%	Reduced
2802	HFS HBC Financial Services Seattle, Washington	$132K	-$85K	4	0.09%	Reduced
2803	PGAM Princeton Global Asset Management Princeton, New Jersey	$131K	$0	1	0.04%	Maintained
2804	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$130K	+$99.4K	2	0.09%	Increased
2805	TF TimeScale Financial Danvers, Massachusetts	$128K	+$34.7K	2	0.03%	Increased
2806	VBCG Valley Brook Capital Group Venetia, Pennsylvania	$127K	+$50.5K	1	0.12%	Increased
2807	HFA HC Financial Advisors Lafayette, California	$124K	$0	1	0.08%	Maintained
2808	FPB First PREMIER Bank Sioux Falls, South Dakota	$123K	$0	1	0.04%	Maintained
2809	WA Wealth Advisors Rancho Santa Fe, California	$122K	+$116K	1	0.05%	New
2810	IWP IAG Wealth Partners Waukesha, Wisconsin	$121K	$0	1	0.05%	Maintained
2811	TWP TFO Wealth Partners Maumee, Ohio	$121K	+$126K	1	0.04%	New
2812	AA AlphaCentric Advisors San Juan, Puerto Rico	$120K	$0	1	0.04%	Maintained
2813	PO Private Ocean San Rafael, California	$120K	-$65.7K	2	0.02%	Reduced
2814	FA Financial Avengers Oakland, California	$115K	+$18.9K	1	0.09%	Increased
2815	Bogart Wealth LLC Mclean, Virginia	$114K	+$32.3K	3	0.02%	Increased
2816	LWM Liberty Wealth Management Oakland, California	$114K	$0	4	0.06%	Maintained
2817	Benjamin Edwards Inc Clayton, Missouri	$112K	-$1.42K	2	0.09%	Reduced
2818	WAM Warberg Asset Management Winnetka, Illinois	$109K	+$7.93K	1	0.04%	Increased
2819	DAC Dividend Assets Capital Ridgeland, South Carolina	$106K	$0	1	0.02%	Maintained
2820	GG Gleason Group Prospect, Kentucky	$106K	+$54.6K	2	0.04%	Increased
2821	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$104K	+$19.5K	4	0.02%	Increased
2822	TW Transform Wealth Greenwood Village, Colorado	$104K	$0	1	0.02%	Maintained
2823	TLFA True Link Financial Advisors San Francisco, California	$103K	$0	1	0.01%	Maintained
2824	CFN Cordasco Financial Network Naples, Florida	$101K	+$35.2K	2	0.07%	Increased
2825	PIA Powell Investment Advisors Miami, Florida	$93K	+$99.1K	1	0.06%	New