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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
3001	1L 10Elms LLP Tulsa, Oklahoma	$12K	$0	2	0.01%	Maintained
3002	HIA Highland Investment Advisors Ponte Vedra, Florida	$11.8K	+$19.1K	5	0.01%	New
3003	FMB Field & Main Bank Henderson, Kentucky	$11.7K	$0	1	0%	Maintained
3004	MS Monetary Solutions Dayton, Ohio	$11.3K	$0	1	0.01%	Maintained
3005	VWA VSM Wealth Advisory Hunt Valley, Maryland	$10.9K	+$10.7K	2	0%	New
3006	FF Friedenthal Financial Marlton, New Jersey	$10.6K	+$5.23K	3	0%	Increased
3007	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$10.6K	-$7.84K	11	0%	Reduced
3008	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$10.2K	$0	2	0%	Maintained
3009	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$10.1K	-$5.81K	3	0.01%	Reduced
3010	GK Graney & King Latham, New York	$9.9K	$0	6	0%	Maintained
3011	KRW Kaufman Rossin Wealth Miami, Florida	$9.78K	+$12.7K	1	0%	New
3012	PB Prosperity Bancshares Houston, Texas	$9.74K	+$2.79K	3	0.01%	Increased
3013	VT Volterra Technologies New York	$9.65K	-$2.82M	1	0%	Reduced
3014	BIS BG Investment Services Hagatna, Guam	$9.56K	$0	1	0.01%	Maintained
3015	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$9.5K	-$615K	1	0%	Reduced
3016	FHC First Heartland Consultants Lake St. Louis, Missouri	$9.35K	$0	1	0%	Maintained
3017	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$9.25K	+$7.09K	3	0.01%	Increased
3018	SWA Strategic Wealth Advisors Scottsdale, Arizona	$9K	$0	1	0.01%	Maintained
3019	SNB Security National Bank Omaha, Nebraska	$8.64K	-$20.8K	1	0%	Reduced
3020	Heritage Wealth Advisors Richmond, Virginia	$8.47K	+$1.95K	4	0%	Increased
3021	CNBTD Citizens National Bank Trust Department Meridian, Mississippi	$8.42K	-$20.5K	1	0%	Reduced
3022	NF Napier Financial Braintree, Massachusetts	$8.16K	+$2.21K	4	0%	Increased
3023	HIC Hamrick Investment Counsel Seattle, Washington	$8.06K	-$5.8K	1	0.01%	Reduced
3024	ST Somerset Trust Somerset, Pennsylvania	$8.01K	+$12K	1	0%	New
3025	IA IFS Advisors Overland Park, Kansas	$7.8K	$0	3	0%	Maintained