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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
2826	SFA Semmax Financial Advisors Winston Salem, North Carolina	$10K	$0	1	0%	Maintained
2827	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$9K	+$8.37K	2	0%	New
2828	CTC (Chicago Trading Company) Chicago, Illinois	$8.11K	+$7.16K	2	0.01%	New
2829	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$8K	+$7.19K	2	0.01%	New
2830	DI Disciplined Investments Tulsa, Oklahoma	$7K	-$33.2K	2	0%	Reduced
2831	SMA Sage Mountain Advisors Atlanta, Georgia	$7K	+$6.31K	1	0%	New
2832	ARIS Advanced Research Investment Solutions Los Angeles, California	$6K	+$5.18K	1	0.01%	New
2833	Mesirow Financial Investment Management Chicago, Illinois	$5.9K	+$6.46K	1	0.02%	New
2834	BWA Burt Wealth Advisors North Bethesda, Maryland	$5K	$0	1	0%	Maintained
2835	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$5K	$0	1	0%	Maintained
2836	FWP FAS Wealth Partners Leawood, Kansas	$5K	+$4.51K	1	0%	New
2837	RA Resolute Advisors San Francisco, California	$5K	+$4.77K	1	0%	New
2838	IA IFS Advisors Overland Park, Kansas	$4K	+$3.9K	1	0%	New
2839	LIM Longfellow Investment Management Boston, Massachusetts	$4K	+$3.31K	1	0%	New
2840	MIM Macroview Investment Management Bethesda, Maryland	$4K	-$99	1	0.01%	Reduced
2841	PC Permanens Capital New York	$3K	+$390	1	0%	Increased
2842	WIM Westside Investment Management Santa Monica, California	$2.64K	-$264K	2	0.01%	Reduced
2843	CCC Crescent Capital Consulting New Orleans, Louisiana	$2K	+$1.36K	1	0%	New
2844	CIA CSat Investment Advisory Detroit, Michigan	$2K	-$17.5M	1	0%	Reduced
2845	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$2K	+$1.56K	1	0%	New
2846	AW Avion Wealth The Woodlands, Texas	$1K	+$1.04K	1	0%	New
2847	RA Reby Advisors Danbury, Connecticut	$1K	+$879	1	0%	New
2848	BIP Blueprint Investment Partners Greensboro, North Carolina	$227	-$200K	1	0.18%	Reduced
2849	AWM Adams Wealth Management Logan, Utah	$0	-$25K	0	–	Closed
2850	Advisory Alpha Holland, Michigan	$0	-$59K	0	–	Closed