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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	FIG Fortress Investment Group New York	$265K	$0	1	0.01%	Maintained
2827	KIG Kessler Investment Group Columbus, Indiana	$265K	+$39.2K	4	0.19%	Increased
2828	ESBC E.S. Barr & Co Lexington, Kentucky	$264K	-$18.2K	1	0.02%	Reduced
2829	GP Girard Partners King Of Prussia, Pennsylvania	$264K	-$30.8K	1	0.03%	Reduced
2830	Howard Capital Management Roswell, Georgia	$264K	-$601K	1	0.04%	Reduced
2831	AWC Abundance Wealth Counselors State College, Pennsylvania	$263K	$0	1	0.15%	Maintained
2832	IC Inscription Capital Houston, Texas	$262K	-$710K	1	0.08%	Reduced
2833	MAG Mayfair Advisory Group Birmingham, Alabama	$262K	$0	1	0.4%	Maintained
2834	W Wealthquest Cincinnati, Ohio	$262K	$0	1	0.04%	Maintained
2835	HWMG Hurlow Wealth Management Group Bloomington, Indiana	$261K	$0	1	0.16%	Maintained
2836	OWA Outlook Wealth Advisors Shenandoah, Texas	$261K	-$1.4M	1	0.09%	Reduced
2837	XF XML Financial Bethesda, Maryland	$261K	+$65.3K	1	0.03%	Increased
2838	CRIG Charter Research & Investment Group Southport, Connecticut	$260K	+$7.94K	1	0.22%	Increased
2839	NCM Noesis Capital Mangement Boca Raton, Florida	$260K	+$289K	1	0.05%	New
2840	SMG Spectrum Management Group Indianapolis, Indiana	$260K	-$1.25M	3	0.04%	Reduced
2841	V VeraBank Henderson, Texas	$260K	$0	1	0.15%	Maintained
2842	LWM Liberty Wealth Management Oakland, California	$258K	+$121K	5	0.09%	Increased
2843	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$257K	+$1.09K	5	0.15%	Increased
2844	PEA Pacific Edge Advisors Corona Del Mar, California	$257K	$0	1	0.13%	Maintained
2845	PGA Portland Global Advisors Portland, Maine	$257K	+$851	1	0.05%	Increased
2846	AAMA Advanced Asset Management Advisors Dublin, Ohio	$256K	$0	1	0.05%	Maintained
2847	DW Domani Wealth Lancaster, Pennsylvania	$255K	$0	1	0.05%	Maintained
2848	COF Capital One Financial Mclean, Virginia	$254K	-$8.79K	1	0.03%	Reduced
2849	SA Sicart Associates New York	$254K	-$546K	1	0.07%	Reduced
2850	APW Aurora Private Wealth Rockaway, New Jersey	$253K	-$774K	1	0.1%	Reduced