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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
2851	KJWM Kiley Juergens Wealth Management Olympia, Washington	$0	-$743K	0	–	Closed
2852	LC Lakehouse Capital Sydney NSW, Australia	$0	-$5.13M	0	–	Closed
2853	LC Legacy CG Plano, Texas	$0	-$2K	0	–	Closed
2854	LWP Legacy Wealth Planning Reno, Nevada	$0	-$21K	0	–	Closed
2855	LSA Lion Street Advisors Austin, Texas	$0	-$318K	0	–	Closed
2856	LFCM Long Focus Capital Management San Juan, Puerto Rico	$0	-$4.69M	0	–	Closed
2857	LRWA Long Run Wealth Advisors Lake Placid, New York	$0	-$1.08M	0	–	Closed
2858	MCM Makena Capital Management Menlo Park, California	$0	-$6.36M	0	–	Closed
2859	MCM Maltese Capital Management New York	$0	-$4.48M	0	–	Closed
2860	MC Manteio Capital Jersey City, New Jersey	$0	-$139K	0	–	Closed
2861	MAM Marquette Asset Management Minneapolis, Minnesota	$0	-$74K	1	0%	Reduced
2862	MFP Meridian Financial Partners Warrenton, Virginia	$0	-$219K	0	–	Closed
2863	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$0	-$1.51M	0	–	Closed
2864	MA Modus Advisors Excelsior, Minnesota	$0	-$737K	0	–	Closed
2865	MAMU Myriad Asset Management US West Palm Beach, Florida	$0	-$5.42M	0	–	Closed
2866	NNPTE Nationale-Nederlanden Powszechne Towarzystwo Emerytalne Warszawa, Poland	$0	-$7.82M	0	–	Closed
2867	NC Nokomis Capital Dallas, Texas	$0	-$321K	0	–	Closed
2868	NC Northcape Capital Sydney, Australia	$0	-$351K	0	–	Closed
2869	NCM Northside Capital Management Hood River, Oregon	$0	-$254K	0	–	Closed
2870	OHIS Oak Harvest Investment Services Houston, Texas	$0	-$513K	0	–	Closed
2871	OAJ Ogorek Anthony Joseph Williamsville, New York	$0	-$18K	0	–	Closed
2872	PCFFS Pacific Center for Financial Services San Ramon, California	$0	$0	1	0%	Maintained
2873	PPWM Paragon Private Wealth Management Lexington, Kentucky	$0	-$416K	0	–	Closed
2874	PWS Paragon Wealth Strategies Jacksonville, Florida	$0	+$396	1	0%	New
2875	PP PDT Partners New York	$0	-$1.3M	0	–	Closed