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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2801
NGA
Naples Global Advisors
Florida
$293K $0 1 0.04% Maintained
2802
HWMG
Hurlow Wealth Management Group
Indiana
$292K -$2.11K 1 0.19% Reduced
2803
V
VeraBank
Texas
$292K $0 1 0.17% Maintained
2804
AIL
AGF Investments LLC
Ontario, Canada
$291K -$86.1K 2 0.03% Reduced
2805
Braun Stacey Associates
Braun Stacey Associates
New York
$291K $0 1 0.01% Maintained
2806
FFWM
Future Financial Wealth Management
Ohio
$291K $0 1 0.3% Maintained
2807
SAM
SignalPoint Asset Management
Missouri
$289K +$32.5K 1 0.09% Increased
2808
PEA
Pacific Edge Advisors
California
$288K +$11.1K 1 0.15% Increased
2809
AAMA
Advanced Asset Management Advisors
Ohio
$287K -$85.8K 1 0.06% Reduced
2810
BMM
Buffington Mohr McNeal
Idaho
$287K -$31.7K 1 0.06% Reduced
2811
PGA
Portland Global Advisors
Maine
$287K $0 1 0.06% Maintained
2812
DW
Domani Wealth
Pennsylvania
$286K +$259K 1 0.06% New
2813
TCM
Tuttle Capital Management
Connecticut
$286K -$437K 1 0.13% Reduced
2814
JGIA
Jackson Grant Investment Advisers
Connecticut
$285K +$34.1K 3 0.13% Increased
2815
DI
Diligent Investors
California
$284K +$269K 1 0.1% New
2816
CRIG
Charter Research & Investment Group
Connecticut
$283K +$7.13K 1 0.23% Increased
2817
TYCC
Texas Yale Capital Corp
Florida
$283K $0 1 0.02% Maintained
2818
WPA
West Paces Advisors
Georgia
$283K +$27.9K 2 0.1% Increased
2819
PFM
Peak Financial Management
Massachusetts
$282K -$5.28K 1 0.1% Reduced
2820
AWP
Abacus Wealth Partners
California
$280K -$15.6K 1 0.11% Reduced
2821
W
Wealthquest
Ohio
$280K +$288K 1 0.05% New
2822
SFPG
Stonebridge Financial Planning Group
Florida
$279K +$47.7K 3 0.15% Increased
2823
SWIG
Strategic Wealth Investment Group
Kentucky
$279K +$253K 1 0.1% New
2824
PA
PSI Advisors
Florida
$278K +$26.1K 1 0.15% Increased
2825
WA
WealthTrust Axiom
Pennsylvania
$278K $0 1 0.09% Maintained