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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	WCM Wealthcare Capital Management Richmond, Virginia	$93K	+$95.5K	6	0.01%	New
2827	Valmark Advisers Akron, Ohio	$90K	$0	1	0%	Maintained
2828	WCA Windsor Creek Advisors Bethel, Vermont	$89K	-$102K	1	0.02%	Reduced
2829	SWM Sugarloaf Wealth Management Duluth, Georgia	$87K	-$758	4	0.03%	Reduced
2830	VRM Vectors Research Management New York	$86K	+$6.38K	2	0.02%	Increased
2831	Cohen & Steers New York	$85K	+$88.4K	1	0%	New
2832	PCA Providence Capital Advisors Charlotte, North Carolina	$84K	+$87.1K	1	0.03%	New
2833	MAM McCarthy Asset Management Redwood Shores, California	$83K	+$38.4K	3	0.06%	Increased
2834	PP PrairieView Partners St. Paul, Minnesota	$81K	$0	2	0.01%	Maintained
2835	ETI Enterprise Trust & Investment Los Gatos, California	$79K	$0	1	0.04%	Maintained
2836	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$78K	+$34.4K	5	0.01%	Increased
2837	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$75K	+$8.84K	1	0.02%	Increased
2838	KFS Kelly Financial Services Braintree, Massachusetts	$73.1K	+$20.8K	5	0.05%	Increased
2839	SFP Sterling Financial Planning Sparta, New Jersey	$73K	+$50.5K	1	0.05%	Increased
2840	BFG Baron Financial Group Fair Lawn, New Jersey	$72.4K	-$17.7K	2	0.05%	Reduced
2841	ICM Islay Capital Management Lubbock, Texas	$71K	$0	4	0.06%	Maintained
2842	CFFP Center for Financial Planning Southfied, Michigan	$70K	+$45.2K	1	0.02%	Increased
2843	HS HighVista Strategies Boston, Massachusetts	$69K	-$35.4K	1	0.05%	Reduced
2844	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$67K	-$110K	1	0.03%	Reduced
2845	ONST Old North State Trust Greensboro, North Carolina	$67K	+$7.28K	2	0.05%	Increased
2846	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$66K	-$9.5K	3	0.01%	Reduced
2847	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$66K	+$97	1	0.02%	Increased
2848	GM GeoWealth Management Chicago, Illinois	$66K	-$6.82K	1	0.01%	Reduced
2849	CTC (Chicago Trading Company) Chicago, Illinois	$65.3K	+$48.5K	4	0.04%	Increased
2850	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$60K	+$22.6K	3	0.03%	Increased