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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	PFG Putney Financial Group San Rafael, California	$29.6K	-$5.96K	2	0.03%	Reduced
3002	TDC Thompson Davis & Co Richmond, Virginia	$29.6K	-$469K	2	0.02%	Reduced
3003	GGI Godsey & Gibb Inc Richmond, Virginia	$27.4K	$0	3	0%	Maintained
3004	TC Trust Company Manhattan, Kansas	$26.4K	-$274	4	0%	Reduced
3005	LB Legacy Bridge West Des Moines, Iowa	$25.7K	+$14.6K	1	0.01%	Increased
3006	RTL Red Tortoise LLC Atlanta, Georgia	$25.7K	+$8.07K	4	0.01%	Increased
3007	SRCM Signature Resources Capital Management Newport Beach, California	$25.6K	$0	1	0.02%	Maintained
3008	SC Solstein Capital Menlo Park, California	$25.3K	$0	1	0.01%	Maintained
3009	HFS Hughes Financial Services Herndon, Virginia	$25.2K	-$18.7K	6	0%	Reduced
3010	NECFA New England Capital Financial Advisors Meriden, Connecticut	$24.4K	+$3.79K	3	0.01%	Increased
3011	FLFS Family Legacy Financial Solutions Cary, North Carolina	$24.4K	+$19.3K	3	0.02%	New
3012	CWM Crowley Wealth Management Wilmington, Delaware	$24.1K	-$21.9K	4	0.02%	Reduced
3013	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$24.1K	+$13.8K	4	0.02%	Increased
3014	WTFG Wood Tarver Financial Group Boise, Idaho	$24K	-$6.5K	4	0.01%	Reduced
3015	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$23.9K	+$10.9K	2	0.01%	Increased
3016	Antipodes Partners Royal Exchange, Australia	$23.7K	+$13.9K	1	0%	New
3017	MSWA Marshall & Sterling Wealth Advisors Poughkeepsie, New York	$23.5K	+$7.85K	6	0.02%	Increased
3018	CCMI Creative Capital Management Investments San Diego, California	$23.5K	$0	1	0.01%	Maintained
3019	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$23.2K	-$299K	1	0%	Reduced
3020	SC Swan Capital Pensacola, Florida	$23.2K	+$5.17K	11	0.01%	Increased
3021	LAM LOM Asset Management Hamilton,	$23K	+$19.8K	1	0.01%	New
3022	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$23K	+$407	3	0.01%	Increased
3023	FNWA Financial Network Wealth Advisors Murray, Utah	$22.9K	+$5.95K	6	0.03%	Increased
3024	Country Trust Bank Bloomington, Illinois	$22.8K	+$8.49K	2	0%	Increased
3025	AAG Accordant Advisory Group Annapolis, Maryland	$22.3K	$0	1	0.02%	Maintained