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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
2951	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$18.8K	+$324	7	0.01%	Increased
2952	HFM Hartford Financial Management Hartford, Connecticut	$18.8K	$0	2	0%	Maintained
2953	SC Sawyer & Company Boston, Massachusetts	$18.8K	$0	1	0.01%	Maintained
2954	HFG Harborfront Financial Group Ludington, Michigan	$18.7K	+$22.2K	5	0.07%	New
2955	HFS Hughes Financial Services Herndon, Virginia	$18.7K	+$4.75K	15	0%	Increased
2956	PS PayPay Securities Tokyo, Japan	$18.5K	+$8.7K	5	0.45%	Increased
2957	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$18K	-$213K	1	0%	Reduced
2958	HIMS Hager Investment Management Services New London, New Hampshire	$17.8K	+$1.76K	3	0.01%	Increased
2959	PPWM Paragon Private Wealth Management Lexington, Kentucky	$17.5K	$0	1	0%	Maintained
2960	PGAM Princeton Global Asset Management Princeton, New Jersey	$17.3K	-$8.11K	2	0%	Reduced
2961	Simplify Asset Management Las Vegas, Nevada	$17.1K	-$24.5K	1	0%	Reduced
2962	NECFA New England Capital Financial Advisors Meriden, Connecticut	$16.6K	$0	2	0%	Maintained
2963	DF Dunhill Financial London, United Kingdom	$16.6K	-$643	9	0%	Reduced
2964	FFA Frazier Financial Advisors Columbus, Ohio	$16.5K	-$3.46K	3	0.01%	Reduced
2965	PWA Principia Wealth Advisory Dallas, Texas	$16.3K	+$139	6	0.01%	Increased
2966	HB Horizon Bancorp Michigan City, Indiana	$16K	-$190K	1	0.01%	Reduced
2967	MWM Mascoma Wealth Management Hanover, New Hampshire	$15.9K	+$4.31K	5	0%	Increased
2968	Manning & Napier Advisors Fairport, New York	$15.8K	+$5.08K	4	0%	Increased
2969	PS Pinney & Scofield Cambridge, Massachusetts	$15.6K	+$45	2	0.01%	Increased
2970	FWP Falcon Wealth Planning Ontario, California	$15.4K	$0	1	0%	Maintained
2971	HIM Harbour Investment Management Edmonds, Washington	$15.4K	+$18.3K	1	0.01%	New
2972	DRP Decker Retirement Planning Levi, Utah	$15.3K	-$8.37K	2	0.01%	Reduced
2973	PIP Philadelphia Investment Partners Voorhees, New Jersey	$15.3K	-$181	1	0.01%	Reduced
2974	LC Luminist Capital Grand Rapids, Michigan	$15K	+$14.9K	3	0.02%	New
2975	MM Main Management San Francisco, California	$15K	$0	1	0%	Maintained