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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	IA Icon Advisers Greenwood Village, Colorado	$0	-$737K	0	–	Closed
2802	IFG Advisory Atlanta, Georgia	$0	-$266K	0	–	Closed
2803	IWN Independent Wealth Network Urbandale, Iowa	$0	-$218K	0	–	Closed
2804	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$0	-$380K	0	–	Closed
2805	IAP Indie Asset Partners Carmel, Indiana	$0	-$222K	0	–	Closed
2806	IWP Innova Wealth Partners Newtown, Pennsylvania	$0	-$10K	0	–	Closed
2807	IWS Insight Wealth Strategies San Ramon, California	$0	-$1.26M	0	–	Closed
2808	ICP Interchange Capital Partners Pittsburgh, Pennsylvania	$0	-$768K	0	–	Closed
2809	IIM InTrack Investment Management South Burlington, Vermont	$0	-$467K	0	–	Closed
2810	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$0	-$87K	0	–	Closed
2811	I INVST Indianapolis, Indiana	$0	-$137K	0	–	Closed
2812	ICM Ionic Capital Management New York	$0	-$3.03M	0	–	Closed
2813	IWA IVC Wealth Advisors Silverdale, Pennsylvania	$0	-$73K	0	–	Closed
2814	JIR James Investment Research Alpha, Ohio	$0	$0	1	0%	Maintained
2815	JCM Janney Capital Management Pittsburgh, Pennsylvania	$0	-$293K	0	–	Closed
2816	JCM JAT Capital Management Greenwich, Connecticut	$0	-$12.8M	0	–	Closed
2817	JWM Jeppson Wealth Management Manhattan Beach, California	$0	-$213K	0	–	Closed
2818	JMFC J.M. Forbes & Co Boston, Massachusetts	$0	-$6.49M	0	–	Closed
2819	JWBC John W. Brooker & Co Oakland, California	$0	-$60K	0	–	Closed
2820	JSAM J. Safra Asset Management New York	$0	+$1.42K	1	0%	New
2821	JSL JT Stratford LLC Gainesville, Georgia	$0	-$1.68M	0	–	Closed
2822	JAMH Junson Asset Management (HK) Hong Kong	$0	-$2.67M	0	–	Closed
2823	KPF K2 Principal Fund Toronto, Ontario, Canada	$0	-$516K	0	–	Closed
2824	KCPG Kavar Capital Partners Group Leawood, Kansas	$0	-$1.02M	0	–	Closed
2825	KWM Keebeck Wealth Management Chicago, Illinois	$0	-$291K	0	–	Closed