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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
3026	WCA Windsor Creek Advisors Bethel, Vermont	$77K	$0	1	0.02%	Maintained
3027	VRM Vectors Research Management New York	$76K	-$23.8K	1	0.02%	Reduced
3028	PCA Providence Capital Advisors Charlotte, North Carolina	$75K	-$20.9K	2	0.02%	Reduced
3029	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$74K	+$10.1K	2	0.03%	Increased
3030	GM GeoWealth Management Chicago, Illinois	$70K	-$7.66K	1	0.01%	Reduced
3031	HR Howe & Rusling Rochester, New York	$68K	+$2.88K	6	0.01%	Increased
3032	AA Addison Advisors Middlebury, Vermont	$66K	+$65.2K	3	0.05%	New
3033	ICM Islay Capital Management Lubbock, Texas	$66K	-$14.2K	3	0.05%	Reduced
3034	KFS Kelly Financial Services Braintree, Massachusetts	$65.9K	-$11.6K	5	0.04%	Reduced
3035	HFS Horizon Financial Services Winston Salem, North Carolina	$63K	$0	1	0.05%	Maintained
3036	PC Permanens Capital New York	$62K	+$25.1K	5	0.01%	Increased
3037	Mesirow Financial Investment Management Chicago, Illinois	$60K	+$18.3K	2	0.15%	Increased
3038	LD Lipe & Dalton Syracuse, New York	$58K	+$52.8K	1	0.03%	New
3039	Homestead Advisers Arlington, Virginia	$57K	+$54.5K	1	0%	New
3040	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$57K	+$58.8K	1	0.04%	New
3041	TCM TD Capital Management Memphis, Tennessee	$57K	$0	1	0.01%	Maintained
3042	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$56K	-$49	1	0.02%	Reduced
3043	FFA Freedman Financial Associates Peabody, Massachusetts	$55K	$0	1	0.04%	Maintained
3044	PWS Paragon Wealth Strategies Jacksonville, Florida	$55K	+$52.7K	3	0.02%	New
3045	WIM Westside Investment Management Santa Monica, California	$54.4K	+$163K	5	0.13%	Increased
3046	DCM Disciplina Capital Management Nashville, Tennessee	$52.8K	+$6.34K	1	0.01%	Increased
3047	Country Trust Bank Bloomington, Illinois	$49K	$0	1	0%	Maintained
3048	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$49K	+$28.6K	2	0.01%	Increased
3049	SGAM Seaport Global Asset Management New York	$48K	+$9.71K	1	0.09%	Increased
3050	NWM Navigation Wealth Management Fort Collins, Colorado	$47K	+$9.37K	2	0.04%	Increased