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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	NFG Norris Financial Group Greenville, South Carolina	$219K	-$77.9K	1	0.15%	Reduced
2902	NFG Northeast Financial Group Tannersville, Pennsylvania	$219K	$0	1	0.14%	Maintained
2903	CCI Credit Capital Investments Livingston, New Jersey	$219K	+$199K	1	0.19%	New
2904	EARNEST Partners Atlanta, Georgia	$219K	$0	3	0%	Maintained
2905	SNB Security National Bank Omaha, Nebraska	$219K	+$198K	1	0.06%	New
2906	SCM Shapiro Capital Management Atlanta, Georgia	$219K	+$198K	1	0%	New
2907	UC Unio Capital Princeton, New Jersey	$219K	+$198K	1	0.1%	New
2908	Merriman Wealth Management Seattle, Washington	$217K	+$197K	1	0.02%	New
2909	RW Rede Wealth Charlottesville, Virginia	$217K	+$171K	1	0.12%	New
2910	EA Ellsworth Advisors Hudson, Ohio	$214K	+$194K	1	0.1%	New
2911	FUBT First United Bank & Trust Oakland, Maryland	$214K	-$97K	1	0.09%	Reduced
2912	JWM Janiczek Wealth Management Denver, Colorado	$214K	+$37.5K	6	0.08%	Increased
2913	BMD Better Money Decisions Santa Fe, New Mexico	$213K	+$3.03K	5	0.19%	Increased
2914	FC Fusion Capital Mt. Pleasant, South Carolina	$212K	+$192K	1	0.13%	New
2915	RWRC R.W. Roge & Company Bohemia, New York	$212K	+$185K	1	0.13%	New
2916	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$212K	+$192K	1	0.07%	New
2917	TC Trilogy Capital Irvine, California	$212K	+$185K	1	0.02%	New
2918	HS Horan Securities Cincinnati, United States	$211K	+$138K	2	0.15%	Increased
2919	KFA Kelleher Financial Advisors New York	$211K	+$191K	1	0.12%	New
2920	Alesco Advisors Pittsford, New York	$210K	+$190K	1	0.01%	New
2921	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$210K	+$215K	1	0.08%	New
2922	PP Pegasus Partners Mequon, Wisconsin	$210K	+$190K	1	0.04%	New
2923	PWM PBMares Wealth Management Williamsburg, Virginia	$209K	+$189K	1	0.11%	New
2924	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$208K	+$188K	1	0.1%	New
2925	CCP Cassia Capital Partners Winston Salem, North Carolina	$208K	+$188K	1	0.16%	New