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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	Maverick Capital Dallas, Texas	$16K	-$89.3M	1	0%	Reduced
2902	TIM Tortoise Investment Management White Plains, New York	$16K	$0	1	0%	Maintained
2903	EIP Ellis Investment Partners Berwyn, Pennsylvania	$15K	-$4.68K	1	0%	Reduced
2904	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$15K	$0	1	0%	Maintained
2905	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$15K	+$15.2K	1	0.01%	New
2906	SA SRH Advisors Salina, Kansas	$14K	+$1.87K	2	0.02%	Increased
2907	APWM Atlas Private Wealth Management Albany, New York	$12K	$0	1	0.01%	Maintained
2908	Krane Funds Advisors New York	$12K	+$12.6K	1	0%	New
2909	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$11K	+$1.17K	2	0%	Increased
2910	LCM LH Capital Markets New York	$11K	+$10.5K	1	0%	New
2911	NCM New Capital Management Houston, Texas	$10K	$0	1	0.01%	Maintained
2912	FPW Flagship Private Wealth Woburn, Massachusetts	$9.2K	-$17.4K	1	0.01%	Reduced
2913	BSG Black Swift Group Boulder, Colorado	$9K	-$496K	1	0%	Reduced
2914	CL COWA LLC Tulsa, Oklahoma	$7K	+$5.85K	1	0%	New
2915	PFA Professional Financial Advisors North Platte, Nebraska	$7K	-$382K	2	0%	Reduced
2916	SFMG Sage Financial Management Group Mclean, Virginia	$7K	+$7.58K	1	0.01%	New
2917	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$7K	+$7.02K	1	0%	New
2918	ARIS Advanced Research Investment Solutions Los Angeles, California	$6K	$0	1	0.01%	Maintained
2919	AW Avion Wealth The Woodlands, Texas	$6K	+$4.85K	1	0%	Increased
2920	MIM Macroview Investment Management Bethesda, Maryland	$6K	+$1.74K	3	0.01%	Increased
2921	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$5K	$0	1	0%	Maintained
2922	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$5K	+$4.18K	1	0%	New
2923	MFA McClarren Financial Advisors State College, Pennsylvania	$5K	+$4.91K	2	0%	Increased
2924	LIM Longfellow Investment Management Boston, Massachusetts	$4K	$0	1	0%	Maintained
2925	SC Sawyer & Company Boston, Massachusetts	$4K	+$3.79K	1	0%	New