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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	ONST Old North State Trust Greensboro, North Carolina	$102K	+$26.4K	2	0.08%	Increased
3002	CP Covalent Partners Concord, Massachusetts	$101K	+$104K	1	0.09%	New
3003	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$99K	+$21.3K	6	0.01%	Increased
3004	CM CM Management Gulf Breeze, Florida	$99K	+$93.8K	1	0.07%	New
3005	EIP Easterly Investment Partners Beverly, Massachusetts	$98K	+$98.6K	1	0.01%	New
3006	HS HighVista Strategies Boston, Massachusetts	$98K	+$45.7K	1	0.07%	Increased
3007	PIA Powell Investment Advisors Miami, Florida	$98K	$0	1	0.06%	Maintained
3008	SA SRH Advisors Salina, Kansas	$98K	+$80.2K	3	0.12%	Increased
3009	CFFP Center for Financial Planning Southfied, Michigan	$97K	+$11.7K	2	0.02%	Increased
3010	PL Portland Ltd Grand Cayman, Cayman Islands	$94.6K	+$97.1K	1	86.43%	New
3011	FMP Financial Management Professionals Austin, Texas	$89K	+$50.4K	6	0.02%	Increased
3012	OR Olympiad Research Stamford, Connecticut	$89K	+$138K	1	0.03%	New
3013	CTC (Chicago Trading Company) Chicago, Illinois	$88.9K	+$16.9K	2	0.05%	Increased
3014	BCFD Boit C.F. David	$87K	+$79.2K	1	0.07%	New
3015	PP PrairieView Partners St. Paul, Minnesota	$87K	-$2.68K	4	0.01%	Reduced
3016	SFP Sterling Financial Planning Sparta, New Jersey	$87K	$0	1	0.06%	Maintained
3017	TW Transform Wealth Greenwood Village, Colorado	$87K	$0	1	0.01%	Maintained
3018	ETI Enterprise Trust & Investment Los Gatos, California	$85K	$0	1	0.03%	Maintained
3019	Jacobs Levy Equity Management Florham Park, New Jersey	$85K	-$766K	1	0%	Reduced
3020	BAM Baldrige Asset Management Allentown, Pennsylvania	$83K	+$77.5K	4	0.04%	New
3021	Valmark Advisers Akron, Ohio	$81K	$0	1	0%	Maintained
3022	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$80K	-$264	1	0.03%	Reduced
3023	BFG Baron Financial Group Fair Lawn, New Jersey	$78.9K	-$2.64K	2	0.05%	Reduced
3024	CAC Core Alternative Capital Peachtree Corners, Georgia	$78K	-$74.2K	1	0.02%	Reduced
3025	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$77.4K	+$71.8K	3	0.03%	New