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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
2976	APWA Atlas Private Wealth Advisors Matawan, New Jersey	$135K	-$4.54K	3	0.07%	Reduced
2977	HFA HC Financial Advisors Lafayette, California	$133K	$0	1	0.08%	Maintained
2978	SPWG Sage Private Wealth Group Oakbrook Terrace, Illinois	$131K	+$1.99K	1	0.18%	Increased
2979	CAC Core Alternative Capital Peachtree Corners, Georgia	$130K	+$65.3K	1	0.03%	Increased
2980	SWM Selective Wealth Management Forest, Virginia	$127K	+$93.9K	3	0.07%	Increased
2981	TF TimeScale Financial Danvers, Massachusetts	$124K	$0	2	0.03%	Maintained
2982	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$122K	+$32.3K	1	0.04%	Increased
2983	IWP IAG Wealth Partners Waukesha, Wisconsin	$120K	+$12.6K	2	0.04%	Increased
2984	LF Lee Financial Dallas, Texas	$118K	+$2.79K	4	0.02%	Increased
2985	TLFA True Link Financial Advisors San Francisco, California	$117K	$0	1	0.02%	Maintained
2986	GG Gleason Group Prospect, Kentucky	$112K	$0	2	0.04%	Maintained
2987	PP PrairieView Partners St. Paul, Minnesota	$108K	+$28.4K	4	0.02%	Increased
2988	CFFP Center for Financial Planning Southfied, Michigan	$104K	+$19.2K	2	0.03%	Increased
2989	LSV Asset Management Chicago, Illinois	$104K	$0	1	0%	Maintained
2990	EIP Easterly Investment Partners Beverly, Massachusetts	$101K	$0	1	0.01%	Maintained
2991	RCM Robinson Capital Management Grosse Pointe Farms, Michigan	$101K	+$100K	1	0.09%	New
2992	AFS Annapolis Financial Services Annapolis, Maryland	$99K	-$60K	5	0.03%	Reduced
2993	CFN Cordasco Financial Network Naples, Florida	$98K	+$18.8K	4	0.07%	Increased
2994	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$97K	+$7.78K	7	0.01%	Increased
2995	CTC (Chicago Trading Company) Chicago, Illinois	$96.2K	+$15.2K	4	0.05%	Increased
2996	HS HighVista Strategies Boston, Massachusetts	$95K	$0	1	0.06%	Maintained
2997	OR Olympiad Research Stamford, Connecticut	$95K	+$2.33K	1	0.03%	Increased
2998	DIM DC Investments Management Mclean, Virginia	$93K	+$124K	1	0.17%	New
2999	SFP Sterling Financial Planning Sparta, New Jersey	$93K	+$15.7K	2	0.06%	Increased
3000	CP Covalent Partners Concord, Massachusetts	$91K	$0	1	0.15%	Maintained