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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
2901	CC Copos Capital Luxembourg,	$29K	+$24.2K	1	0%	New
2902	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$28.7K	+$10.6K	11	0.01%	Increased
2903	DWP Destiny Wealth Partners Tavares, Florida	$28.3K	-$240K	1	0%	Reduced
2904	MCI MRP Capital Investments Alpharetta, Georgia	$28.3K	-$5.8K	2	0.02%	Reduced
2905	SMBT Southern Michigan Bank & Trust Coldwater, Michigan	$28.1K	-$113K	2	0.01%	Reduced
2906	TFM TFC Financial Management Boston, Massachusetts	$27.9K	+$41	8	0%	Increased
2907	BH Burk Holdings Tulsa, Oklahoma	$27.8K	+$6.82K	4	0.01%	Increased
2908	KP Kitching Partners Conshohocken, Pennsylvania	$27.8K	$0	1	0.02%	Maintained
2909	MCM Marathon Capital Management Hunt Valley, Maryland	$27K	$0	1	0.01%	Maintained
2910	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$27K	+$6.55K	1	0.04%	Increased
2911	TIAA Trust, National Association Charlotte, North Carolina	$26.7K	-$39.7K	1	0%	Reduced
2912	KFI Key Financial Inc West Chester, Pennsylvania	$26.1K	-$9.03K	6	0%	Reduced
2913	EP Elkhorn Partners Omaha, Nebraska	$25.9K	+$18.5K	1	0.02%	Increased
2914	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$25.2K	+$903	2	0%	Increased
2915	IWM IMG Wealth Management Jacksonville, Florida	$25K	-$3.64K	4	0.01%	Reduced
2916	Tenor Capital Management New York	$25K	-$4.54M	1	0%	Reduced
2917	MFC Mechanics Financial Corp Mansfield, Ohio	$25K	$0	2	0.01%	Maintained
2918	SIM Sims Investment Management Cincinnati, Ohio	$24.8K	+$26.6K	4	0.01%	New
2919	AI ArchPoint Investors Coral Gables, Florida	$24.3K	$0	1	0.01%	Maintained
2920	MWM McAlvany Wealth Management Durango, Colorado	$24.3K	+$23.8K	1	0.02%	New
2921	SRCM Signature Resources Capital Management Newport Beach, California	$24.2K	+$543	6	0.01%	Increased
2922	PP PFS Partners Mine Hill, New Jersey	$24K	-$10.3K	4	0.01%	Reduced
2923	GCP Gill Capital Partners Denver, Colorado	$23.8K	$0	6	0.01%	Maintained
2924	AP Atwood & Palmer Kansas City, Missouri	$23.7K	-$555	1	0%	Reduced
2925	KSB Kennebec Savings Bank Augusta, Maine	$23.5K	-$385K	1	0.02%	Reduced