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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
2876	SWP SIMA Wealth Partners North Chesterfield, Virginia	$37.6K	$0	1	0.03%	Maintained
2877	CCA Coign Capital Advisors Draper, Utah	$36.4K	$0	1	0.02%	Maintained
2878	KWA Kellett Wealth Advisors Cincinnati, Ohio	$36.4K	+$32.3K	1	0.02%	New
2879	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$36.4K	+$32.3K	1	0%	New
2880	OCM Orion Capital Management Coronado, California	$36.1K	$0	3	0.01%	Maintained
2881	CSC Caldwell Sutter Capital Sausalito, California	$35.9K	$0	6	0.01%	Maintained
2882	PMFA Plante Moran Financial Advisors Southfield, Michigan	$35.9K	+$34.5K	9	0%	Increased
2883	BAM Bellevue Asset Management Bellevue, Washington	$35.7K	$0	4	0.02%	Maintained
2884	WCMNY Westchester Capital Management (New York) Valhalla, New York	$35K	+$67K	1	0%	New
2885	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$34.7K	+$485	4	0.01%	Increased
2886	BTC Bank & Trust Company Litchfield, Illinois	$34K	-$16.1K	1	0.02%	Reduced
2887	CYG Clean Yield Group Norwich, Vermont	$33.6K	-$4.21K	2	0.01%	Reduced
2888	MB MidFirst Bank Oklahoma City, Oklahoma	$33.5K	-$16.5K	4	0%	Reduced
2889	HFS Horizon Financial Services Winston Salem, North Carolina	$33.4K	+$17.2K	3	0.01%	Increased
2890	WAG Wiser Advisor Group Phoenix, Arizona	$33.3K	-$1.22K	2	0.04%	Reduced
2891	JFA JNBA Financial Advisors Bloomington, Minnesota	$33.3K	$0	4	0%	Maintained
2892	AWMNY Arcadia Wealth Management (New York) Smithtown, New York	$32.8K	$0	1	0.02%	Maintained
2893	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$32.6K	+$118	6	0.01%	Increased
2894	MFA Millington Financial Advisors Naperville, Illinois	$32.2K	$0	1	0.01%	Maintained
2895	AI Atomic Invest New York	$32K	+$26.3K	1	0%	New
2896	JSAM J. Safra Asset Management New York	$31.7K	-$17.2K	4	0%	Reduced
2897	CH CDKV Holdings Denver, Colorado	$31.5K	$0	2	0.02%	Maintained
2898	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$31K	+$29.4K	1	0.02%	Increased
2899	PPC Park Place Capital Homewood, Alabama	$30.1K	-$23.2K	6	0%	Reduced
2900	HPBT Hickory Point Bank & Trust Decatur, Illinois	$29.8K	+$18.2K	1	0.02%	Increased