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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	GWSA Global Wealth Strategies & Associates Denver, Colorado	$56.2K	+$21.7K	4	0.02%	Increased
2827	MFC Mechanics Financial Corp Mansfield, Ohio	$56.2K	-$11K	2	0.03%	Reduced
2828	DF Dunhill Financial London, United Kingdom	$54.7K	+$15.6K	2	0.03%	Increased
2829	EBA Eagle Bay Advisors New York	$54.6K	-$164K	2	0.03%	Reduced
2830	SIM Synergy Investment Management Altamonte Springs, Florida	$54.5K	+$56.3K	2	0.02%	New
2831	HFS Hopwood Financial Services Reston, Virginia	$54.3K	+$56.5K	3	0.04%	New
2832	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$53.6K	+$46.8K	1	0.04%	Increased
2833	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$53.5K	+$10.8K	2	0.1%	Increased
2834	PC Promus Capital Chicago, Illinois	$53K	+$52.4K	2	0.04%	New
2835	SO Sierra Ocean Ripon, California	$51.7K	+$51.7K	4	0.04%	New
2836	TF Tompkins Financial Ithaca, New York	$51.5K	-$14.1K	3	0%	Reduced
2837	FW Fairway Wealth Independence, Ohio	$51.2K	+$50.4K	1	0.02%	New
2838	PFG Prospect Financial Group Arlington, Virginia	$50.1K	+$50.3K	1	0.06%	New
2839	DC Diametric Capital Boston, Massachusetts	$49.9K	-$696K	1	0.03%	Reduced
2840	TC Tacita Capital Toronto, Ontario, Canada	$49.8K	-$30.1K	2	0.04%	Reduced
2841	TIM Tortoise Investment Management White Plains, New York	$48.9K	$0	2	0.01%	Maintained
2842	WH Whitcomb & Hess Ashland, Ohio	$47.7K	-$32.6K	1	0.01%	Reduced
2843	Country Trust Bank Bloomington, Illinois	$47.5K	$0	2	0%	Maintained
2844	VB Value Base Tel Aviv, Israel	$47K	+$52.3K	1	0.03%	New
2845	Cannell & Spears New York	$46.4K	$0	1	0%	Maintained
2846	AT Arlington Trust Birmingham, Alabama	$46.3K	+$9.3K	2	0.01%	Increased
2847	SVCP Silicon Valley Capital Partners San Jose, California	$45.8K	+$32.3K	2	0.01%	Increased
2848	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$45.6K	-$90.3K	5	0.03%	Reduced
2849	PGAM Princeton Global Asset Management Princeton, New Jersey	$45.1K	-$5.17K	3	0.01%	Reduced
2850	WWA Wingate Wealth Advisors Lexington, Massachusetts	$43.9K	+$44.2K	2	0.04%	New