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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	RA Ransom Advisory Providence, Rhode Island	$6.21K	$0	1	0%	Maintained
3002	CFG CKW Financial Group Honolulu, Hawaii	$6K	$0	2	0%	Maintained
3003	ACM Anfield Capital Management Irvine, California	$5.97K	+$5.88K	1	0%	New
3004	CAM Clarity Asset Management Ames, Iowa	$5.95K	+$5.74K	1	0%	New
3005	ICM Islay Capital Management Lubbock, Texas	$5.95K	$0	1	0%	Maintained
3006	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$5.55K	-$256	1	0%	Reduced
3007	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$5.55K	$0	1	0%	Maintained
3008	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$5.21K	$0	2	0%	Maintained
3009	KG Kieckhefer Group Mequon, Wisconsin	$5.01K	+$4.1K	1	0%	New
3010	PIS POM Investment Strategies Raleigh, North Carolina	$4.96K	+$241	2	0%	Increased
3011	NFG Norris Financial Group Greenville, South Carolina	$4.45K	-$10K	1	0%	Reduced
3012	BCWM Ball & Co Wealth Management Franklin, Tennessee	$4K	+$4.54K	1	0%	New
3013	MFA McClarren Financial Advisors State College, Pennsylvania	$4K	-$73K	1	0.01%	Reduced
3014	SWC Spectrum Wealth Counsel Indianapolis, Indiana	$3.85K	$0	2	0%	Maintained
3015	ATC Adirondack Trust Company Saratoga Springs, New York	$3.79K	$0	2	0%	Maintained
3016	WP WealthShield Partners Cary, North Carolina	$3.71K	+$3.54K	1	0%	New
3017	WW Winnow Wealth Waco, Texas	$3.69K	+$3.94K	3	0%	New
3018	TCA Trifecta Capital Advisors Northbrook, Illinois	$3.67K	$0	1	0%	Maintained
3019	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$3.5K	$0	1	0%	Maintained
3020	HIMS Hager Investment Management Services New London, New Hampshire	$3.4K	+$3.28K	1	0%	New
3021	FC Family CFO Los Altos, California	$3.23K	+$3.12K	1	0%	New
3022	CFS Compass Financial Services West Des Moines, Iowa	$3.13K	+$2.56K	1	0%	New
3023	CPL Capital & Planning LLC Jonesboro, Georgia	$2.9K	+$2.74K	2	0%	New
3024	GFL Granite FO LLC Bedford, New Hampshire	$2.81K	$0	2	0%	Maintained
3025	CAC Core Alternative Capital Peachtree Corners, Georgia	$2.73K	$0	2	0%	Maintained