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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
3101	BCWM Ball & Co Wealth Management Franklin, Tennessee	$6K	$0	1	0.01%	Maintained
3102	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$5.96K	$0	3	0.01%	Maintained
3103	IA Icon Advisers Greenwood Village, Colorado	$5.95K	+$5.48K	1	0%	New
3104	CPA Compass Planning Associates Greenfield, Massachusetts	$5.51K	+$230	1	0.01%	Increased
3105	ACM Anfield Capital Management Irvine, California	$5.33K	-$9	3	0%	Reduced
3106	PK Pflug Koory Omaha, Nebraska	$5.15K	$0	2	0%	Maintained
3107	RCM Ravenstone Capital Management Toronto,	$5.09K	+$4.36K	1	0%	New
3108	WP WealthShield Partners Cary, North Carolina	$5.02K	-$18.4K	1	0%	Reduced
3109	RF Robbins Farley Bedford, New Hampshire	$5.02K	$0	3	0%	Maintained
3110	HWMO Heritage Wealth Management (Ohio) Cincinnati, Ohio	$4.95K	$0	1	0%	Maintained
3111	PS PayPay Securities Tokyo, Japan	$4.91K	-$3.81K	4	0.24%	Reduced
3112	ICM Islay Capital Management Lubbock, Texas	$4.75K	$0	1	0%	Maintained
3113	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$4.7K	-$13.4K	1	0%	Reduced
3114	LWA Lowe Wealth Advisors Columbia, Maryland	$4.68K	$0	1	0%	Maintained
3115	PLU Performa Ltd (US) Charleston, South Carolina	$4.61K	+$1.16K	1	0%	Increased
3116	CB Centennial Bank Conway, Arkansas	$4.46K	+$4.11K	1	0%	New
3117	WOSD WFA of San Diego San Diego, California	$4.46K	+$3.21K	2	0%	New
3118	DF DecisionPoint Financial Mesa, Arizona	$4.38K	+$2.85K	6	0%	Increased
3119	1NWS 1 North Wealth Services Annapolis, Maryland	$4.16K	$0	1	0%	Maintained
3120	CL CVFG LLC Shelbyville, Indiana	$4.12K	+$4.82K	1	0%	New
3121	TCA Trifecta Capital Advisors Northbrook, Illinois	$3.9K	+$468	2	0%	Increased
3122	WestEnd Advisors Charlotte, North Carolina	$3.39K	+$690	2	0%	Increased
3123	FA Fortis Advisors Wayne, Pennsylvania	$3.3K	$0	1	0%	Maintained
3124	GJWM Gilliland Jeter Wealth Management Little Rock, Arkansas	$3.3K	+$3.86K	1	0%	New
3125	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$3.19K	-$3.08K	2	0%	Reduced