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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	AFS Annapolis Financial Services Annapolis, Maryland	$174K	-$3.15K	5	0.06%	Reduced
2952	PK Pflug Koory Omaha, Nebraska	$174K	$0	2	0.09%	Maintained
2953	SWG Summit Wealth Group White River Junction, Vermont	$172K	-$11.9K	1	0.26%	Reduced
2954	FCM Firestone Capital Management Coral Gables, Florida	$171K	-$81.6K	4	0.06%	Reduced
2955	PGAM Princeton Global Asset Management Princeton, New Jersey	$169K	$0	1	0.05%	Maintained
2956	CIM Corbyn Investment Management Lutherville, Maryland	$168K	+$169K	1	0.06%	New
2957	AL ADE LLC Baltimore, Maryland	$167K	+$1.29K	3	0.15%	Increased
2958	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$167K	+$45.4K	3	0.02%	Increased
2959	JFA JNBA Financial Advisors Bloomington, Minnesota	$167K	+$1.13K	3	0.02%	Increased
2960	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$164K	-$87.5K	3	0.11%	Reduced
2961	LWM Liberty Wealth Management Oakland, California	$163K	+$37.4K	5	0.06%	Increased
2962	LCM Landscape Capital Management Englewood, New Jersey	$157K	+$157K	1	0.02%	New
2963	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$156K	+$110K	3	0.08%	Increased
2964	Thompson Siegel & Walmsley Richmond, Virginia	$155K	-$27K	2	0%	Reduced
2965	SL Savior LLC Wellesley Hills, Massachusetts	$153K	-$19.1K	5	0.13%	Reduced
2966	Peconic Partners New York	$152K	+$156K	1	0.02%	New
2967	HFA HC Financial Advisors Lafayette, California	$149K	$0	1	0.09%	Maintained
2968	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$146K	+$77.3K	4	0.07%	Increased
2969	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$145K	-$15.6K	1	0.2%	Reduced
2970	HFS HBC Financial Services Seattle, Washington	$144K	+$50K	3	0.1%	Increased
2971	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$144K	$0	2	0.09%	Maintained
2972	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$137K	+$130K	4	0.05%	New
2973	TF TimeScale Financial Danvers, Massachusetts	$137K	-$13.6K	2	0.03%	Reduced
2974	RG Retirement Group San Diego, California	$135K	-$584K	6	0.06%	Reduced
2975	BBL Beck Bode LLC Dedham, Massachusetts	$133K	+$122K	2	0.04%	New