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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	Vaughan Nelson Investment Management Houston, Texas	$91K	+$83.6K	1	0%	New
3002	ACM Antonetti Capital Management Naples, Florida	$90K	+$98K	2	0.07%	New
3003	ONST Old North State Trust Greensboro, North Carolina	$90K	$0	2	0.08%	Maintained
3004	PCM Perkins Capital Management Wayzata, Minnesota	$90K	-$4.03K	2	0.06%	Reduced
3005	SA SRH Advisors Salina, Kansas	$89K	$0	3	0.11%	Maintained
3006	Homestead Advisers Arlington, Virginia	$85K	+$30.8K	1	0%	Increased
3007	ETI Enterprise Trust & Investment Los Gatos, California	$84K	$0	1	0.03%	Maintained
3008	TW Transform Wealth Greenwood Village, Colorado	$84K	$0	1	0.01%	Maintained
3009	AW Avion Wealth The Woodlands, Texas	$80K	+$36.4K	2	0.02%	Increased
3010	PPWM PFG Private Wealth Management Lutz, Florida	$80K	+$87.6K	3	0.05%	New
3011	HR Howe & Rusling Rochester, New York	$77K	+$13.4K	10	0.01%	Increased
3012	BAM Baldrige Asset Management Allentown, Pennsylvania	$76K	-$1.66K	3	0.03%	Reduced
3013	WIM Westside Investment Management Santa Monica, California	$74.5K	-$33.3K	6	0.17%	Reduced
3014	LWP Lumature Wealth Partners Alpharetta, Georgia	$74K	+$80.1K	2	0.03%	New
3015	FCMT Founders Capital Management (Texas) Houston, Texas	$71K	+$76.6K	2	0.05%	Increased
3016	TCWA Ten Capital Wealth Advisors Spokane, Washington	$68K	-$3.02M	3	0.03%	Reduced
3017	BFG Baron Financial Group Fair Lawn, New Jersey	$67.9K	-$7.09K	2	0.04%	Reduced
3018	PCA Providence Capital Advisors Charlotte, North Carolina	$67K	$0	2	0.02%	Maintained
3019	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$67K	+$1.26K	1	0.03%	Increased
3020	Country Trust Bank Bloomington, Illinois	$66K	+$19.9K	2	0%	Increased
3021	PIA Powell Investment Advisors Miami, Florida	$66K	-$25.3K	1	0.04%	Reduced
3022	KFS Kelly Financial Services Braintree, Massachusetts	$65.4K	+$4.95K	5	0.04%	Increased
3023	ICM Islay Capital Management Lubbock, Texas	$65K	$0	3	0.05%	Maintained
3024	DCM Disciplina Capital Management Nashville, Tennessee	$62.5K	+$16.6K	2	0.01%	Increased
3025	AA Addison Advisors Middlebury, Vermont	$62K	+$2.55K	3	0.05%	Increased