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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	SWM Sugarloaf Wealth Management Duluth, Georgia	$43.2K	+$713	5	0.01%	Increased
2852	HFS Horizon Financial Services Winston Salem, North Carolina	$43.1K	+$32	3	0.02%	Increased
2853	MMG Monetary Management Group St Louis, Missouri	$42.7K	$0	1	0.01%	Maintained
2854	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$42.6K	$0	3	0.02%	Maintained
2855	KWA Kellett Wealth Advisors Cincinnati, Ohio	$42.6K	+$11.7K	1	0.03%	New
2856	PS Pinney & Scofield Cambridge, Massachusetts	$42.1K	+$41.9K	2	0.03%	New
2857	SMAM Sugar Maple Asset Management Sister Bay, Wisconsin	$41.8K	+$45.8K	4	0.03%	New
2858	AWMNY Arcadia Wealth Management (New York) Smithtown, New York	$41.6K	+$65.6K	1	0.04%	New
2859	TCG Transcendent Capital Group Edmond, Oklahoma	$41.2K	+$8.49K	5	0.02%	Increased
2860	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$41K	-$5.88K	1	0.01%	Reduced
2861	MC Meteora Capital Boca Raton, Florida	$38.9K	-$385K	1	0.01%	Reduced
2862	SIM Studio Investment Management Chicago, Illinois	$38.2K	+$39.1K	1	0.01%	New
2863	Sit Investment Associates Minneapolis, Minnesota	$38K	$0	1	0%	Maintained
2864	HC Hurley Capital New York	$37.9K	+$35.2K	4	0.03%	New
2865	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$37.6K	+$12.5K	7	0.01%	Increased
2866	IHWM Iron Horse Wealth Management Johston, Iowa	$37.5K	-$2.1K	2	0.01%	Reduced
2867	SC Sawyer & Company Boston, Massachusetts	$37K	-$35.9K	1	0.01%	Reduced
2868	USB Union Savings Bank Litchfield, Connecticut	$36.3K	$0	1	0.02%	Maintained
2869	FFA Frazier Financial Advisors Columbus, Ohio	$35.8K	+$19.1K	6	0.03%	Increased
2870	SFA Semmax Financial Advisors Winston Salem, North Carolina	$35.8K	$0	2	0.01%	Maintained
2871	KFI Key Financial Inc West Chester, Pennsylvania	$35.7K	-$8.41K	4	0.01%	Reduced
2872	CA Corrado Advisors Ramsey, New Jersey	$35.6K	$0	1	0.02%	Maintained
2873	ANBT American National Bank & Trust Wichita Falls, Texas	$35.3K	$0	2	0%	Maintained
2874	CCA Criterion Capital Advisors Nashville, Tennessee	$34.8K	$0	1	0.02%	Maintained
2875	RWM Rialto Wealth Management Syracuse, New York	$34.8K	+$34.3K	5	0.01%	New