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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	JFA JNBA Financial Advisors Bloomington, Minnesota	$67.7K	$0	4	0.01%	Maintained
2802	OCM Orion Capital Management Coronado, California	$66K	+$65.2K	2	0.03%	New
2803	VWM Vermillion Wealth Management Rosemount, Minnesota	$65.2K	+$68.8K	6	0.03%	New
2804	PL Parkwood LLC Cleveland, Ohio	$65K	-$1.61M	1	0.01%	Reduced
2805	MRP Measured Risk Portfolios San Diego, California	$64.5K	+$65.9K	3	0.07%	New
2806	GW&K Investment Management Boston, Massachusetts	$63K	+$1.09K	2	0%	Increased
2807	AWM Accel Wealth Management Waverly, Iowa	$62.5K	-$51.5K	1	0.02%	Reduced
2808	SOAMC Spirit of America Management Corp Syosset, New York	$62.1K	+$25.4K	1	0.01%	Increased
2809	CWP Concord Wealth Partners Abingdon, Virginia	$62K	-$25.9K	9	0.01%	Reduced
2810	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$61.9K	-$15.9K	1	0.01%	Reduced
2811	CWM Centricity Wealth Management Westerville, Ohio	$61.7K	+$60.7K	3	0.06%	New
2812	IWA Integrity Wealth Advisors Ventura, California	$61.1K	+$62.5K	1	0.04%	New
2813	FPF First Pacific Financial Vancouver, Washington	$60.9K	$0	1	0.01%	Maintained
2814	FWA FSC Wealth Advisors Fishkill, New York	$60.8K	+$34.2K	3	0.04%	Increased
2815	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$60.7K	$0	1	0%	Maintained
2816	LWA Lowe Wealth Advisors Columbia, Maryland	$60.4K	+$62.5K	2	0.03%	New
2817	WPA West Paces Advisors Atlanta, Georgia	$59.5K	+$1.9K	7	0.01%	Increased
2818	EWP Elevation Wealth Partners Santa Rosa, California	$59.1K	+$4.23K	3	0.02%	Increased
2819	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$59K	+$58.6K	5	0.03%	New
2820	DWM Dogwood Wealth Management Lenexa, Kansas	$59K	+$61.4K	3	0.03%	New
2821	NI NCP Inc La Quinta, California	$58.1K	-$8.55K	4	0.03%	Reduced
2822	TLCM Twin Lakes Capital Management Redwood Shores, California	$57.7K	$0	1	0.04%	Maintained
2823	MA Modus Advisors Excelsior, Minnesota	$57.6K	+$55.9K	3	0.02%	New
2824	AW Alteri Wealth Westlake Village, California	$56.8K	+$15.6K	1	0.02%	New
2825	CWM Crowley Wealth Management Wilmington, Delaware	$56.3K	+$55.1K	2	0.05%	New