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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
2926	CYG Clean Yield Group Norwich, Vermont	$69.4K	$0	3	0.02%	Maintained
2927	SSWM Strait & Sound Wealth Management San Francisco, California	$69.2K	+$54K	1	0.03%	New
2928	TPW Talon Private Wealth The Villages, Florida	$68.3K	+$75.1K	1	0.01%	New
2929	KIA Kraematon Investment Advisors Braintree, Massachusetts	$67.9K	$0	1	0.06%	Maintained
2930	CFP Comprehensive Financial Planning East Petersburg, Pennsylvania	$67.4K	+$2.74K	4	0.05%	Increased
2931	CT Caldwell Trust Venice, Florida	$66.2K	$0	2	0.01%	Maintained
2932	Chilton Capital Management Houston, Texas	$65.9K	+$13.4K	3	0%	Increased
2933	PP Pacifica Partners Surrey, Canada	$64.9K	$0	3	0.03%	Maintained
2934	DWA Delos Wealth Advisors Dallas, Texas	$64.6K	+$43K	3	0.05%	New
2935	CSC Caldwell Sutter Capital Sausalito, California	$62.9K	-$11.8K	5	0.03%	Reduced
2936	SN Sittner & Nelson Eugene, Oregon	$61.5K	$0	3	0.02%	Maintained
2937	SIP Stoneridge Investment Partners Radnor, Pennsylvania	$61K	-$115K	1	0.05%	Reduced
2938	OCM Orion Capital Management Coronado, California	$60.8K	$0	2	0.02%	Maintained
2939	PWMG Prestige Wealth Management Group Flemington, New Jersey	$59.7K	+$2.45K	5	0.01%	Increased
2940	CWM Centricity Wealth Management Westerville, Ohio	$58.2K	$0	3	0.05%	Maintained
2941	CWM C2C Wealth Management Scottsdale, Arizona	$56.8K	+$24.7K	1	0.05%	Increased
2942	BL BFSG LLC Irvine, California	$56.1K	+$4.11K	5	0.01%	Increased
2943	PGAM Princeton Global Asset Management Princeton, New Jersey	$56K	+$5.68K	3	0.01%	Increased
2944	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$55.9K	$0	5	0.03%	Maintained
2945	PMFA Plante Moran Financial Advisors Southfield, Michigan	$55.1K	-$21.6K	6	0%	Reduced
2946	PCM Perritt Capital Management Chicago, Illinois	$54.7K	+$29.5K	3	0.03%	Increased
2947	MFC Mechanics Financial Corp Mansfield, Ohio	$54.2K	-$1.37K	2	0.02%	Reduced
2948	PA Pineridge Advisors St. Charles, Missouri	$52.8K	$0	4	0.02%	Maintained
2949	SFA Semmax Financial Advisors Winston Salem, North Carolina	$52.4K	+$7.49K	3	0.01%	Increased
2950	VWM Vermillion Wealth Management Rosemount, Minnesota	$50.5K	-$31K	5	0.02%	Reduced