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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	USB Union Savings Bank Litchfield, Connecticut	$11K	-$7.88K	1	0.01%	Reduced
3077	HAP Harbor Asset Planning Belmont, Massachusetts	$11K	+$8.69K	1	0.01%	New
3078	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$11K	$0	1	0%	Maintained
3079	NRWA North Ridge Wealth Advisors Beaverton, Oregon	$9.95K	$0	1	0.01%	Maintained
3080	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$9.85K	+$8.44K	1	0%	New
3081	HIA HFM Investment Advisors Glassboro, New Jersey	$9.66K	+$3.47K	4	0%	Increased
3082	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$9.57K	+$4.29K	4	0%	Increased
3083	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$9.51K	$0	1	0%	Maintained
3084	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$9.34K	+$4.67K	4	0%	Increased
3085	RFS Richardson Financial Services Medway, Massachusetts	$9.34K	$0	1	0.01%	Maintained
3086	NCM Northwest Capital Management Lake Oswego, Oregon	$9.22K	$0	1	0.01%	Maintained
3087	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$9.14K	$0	1	0%	Maintained
3088	RA Ransom Advisory Providence, Rhode Island	$8.76K	$0	1	0%	Maintained
3089	B Birchbrook Bangor, Maine	$8.57K	-$6.79K	1	0%	Reduced
3090	HIW Holos Integrated Wealth Kennett Square, Pennsylvania	$8.29K	$0	2	0.01%	Maintained
3091	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$8.26K	-$3.18M	1	0%	Reduced
3092	DRP Decker Retirement Planning Levi, Utah	$8.09K	-$7.95K	1	0%	Reduced
3093	CB Community Bank Dewitt, New York	$7.66K	$0	1	0%	Maintained
3094	1M 1248 Management Kansas City, Missouri	$7.56K	-$9.68K	1	0%	Reduced
3095	CAWM Capital A Wealth Management New Castle, Pennsylvania	$7.52K	-$31.1K	2	0.08%	Reduced
3096	SHM Sagard Holdings Management Toronto, Ontario, Canada	$7.51K	+$6.92K	1	0.02%	New
3097	GWS Greykasell Wealth Strategies Danville, California	$7.43K	-$33	1	0%	Reduced
3098	SWM Stark Wealth Management Bethlehem, Pennsylvania	$7.38K	+$7.37K	1	0.01%	New
3099	WAM WFA Asset Management Whitefish Bay, Wisconsin	$7.11K	$0	1	0%	Maintained
3100	MWA Miller Wealth Advisors Ridgeway, Colorado	$6.61K	$0	2	0%	Maintained