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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
3076	CCC Crescent Capital Consulting New Orleans, Louisiana	$9K	+$5.11K	3	0%	Increased
3077	EIP Ellis Investment Partners Berwyn, Pennsylvania	$9K	+$4.55K	2	0%	Increased
3078	IRC Investors Research Corp Atlanta, Georgia	$9K	$0	3	0%	Maintained
3079	MFA McClarren Financial Advisors State College, Pennsylvania	$9K	-$2.41K	3	0.01%	Reduced
3080	LWP Laurel Wealth Planning Edina, Minnesota	$8K	$0	1	0.01%	Maintained
3081	CC Corsicana & Co Corsicana, Texas	$7K	$0	1	0%	Maintained
3082	SAM Strategic Asset Management Rochester, Minnesota	$7K	+$6.79K	2	0.01%	New
3083	LIM Longfellow Investment Management Boston, Massachusetts	$5K	$0	1	0%	Maintained
3084	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$5K	$0	2	0%	Maintained
3085	FWM Filbrandt Wealth Management Middleton, Wisconsin	$3K	+$3.69K	1	0%	New
3086	HCM Horrell Capital Management Little Rock, Arkansas	$3K	$0	1	0%	Maintained
3087	SJIM St. Johns Investment Management Jacksonville, Florida	$3K	$0	1	0%	Maintained
3088	TAM Tucker Asset Management Littleton, Colorado	$2.24K	$0	1	0%	Maintained
3089	DWA Delos Wealth Advisors Dallas, Texas	$2K	$0	1	0%	Maintained
3090	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$2K	$0	1	0%	Maintained
3091	EW Element Wealth Ridgeland, Mississippi	$2K	+$562	1	0%	Increased
3092	ATC Adirondack Trust Company Saratoga Springs, New York	$1K	$0	1	0%	Maintained
3093	LAS Lloyd Advisory Services Suwanee, Georgia	$1K	-$43.7K	1	0%	Reduced
3094	RF Robbins Farley Bedford, New Hampshire	$1K	+$1.1K	1	0%	New
3095	MG MilWealth Group Milwaukee, Wisconsin	$240	+$257	1	0%	New
3096	6M 6 Meridian Wichita, Kansas	$0	-$2.05M	0	–	Closed
3097	AWM Absher Wealth Management Chapel Hill, North Carolina	$0	-$506K	0	–	Closed
3098	ACWM Adams Chetwood Wealth Management Durham, North Carolina	$0	-$207K	0	–	Closed
3099	Advent Capital Management New York	$0	-$853K	0	–	Closed
3100	AP Advisors Preferred Rockville, Maryland	$0	-$1.63M	0	–	Closed