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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
3126	CFS CGC Financial Services Lake Oswego, Oregon	$3.18K	$0	2	0%	Maintained
3127	KB Kimelman & Baird New York	$3.15K	$0	1	0%	Maintained
3128	CFG CKW Financial Group Honolulu, Hawaii	$3K	$0	2	0%	Maintained
3129	SW SlateStone Wealth Jupiter, Florida	$3K	$0	1	0%	Maintained
3130	PWS Peterson Wealth Services South Ogden, Utah	$2.91K	+$959	2	0%	Increased
3131	IAS IMA Advisory Services Denver, Colorado	$2.71K	+$901	3	0%	Increased
3132	PWM Proathlete Wealth Management Boca Raton, Florida	$2.54K	-$3.25K	3	0%	Reduced
3133	WBWA William B. Walkup & Associates Columbia, South Carolina	$2.45K	$0	1	0%	Maintained
3134	CFS Compass Financial Services West Des Moines, Iowa	$2.44K	$0	1	0%	Maintained
3135	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$2.36K	$0	1	0%	Maintained
3136	GFL Granite FO LLC Bedford, New Hampshire	$2.34K	$0	2	0%	Maintained
3137	CIR Clear Investment Research Alpharetta, Georgia	$2.26K	$0	2	0%	Maintained
3138	FDCP Foster Dykema Cabot & Partners Waltham, Massachusetts	$2.24K	$0	1	0%	Maintained
3139	ATC Adirondack Trust Company Saratoga Springs, New York	$2.1K	$0	2	0%	Maintained
3140	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$1.88K	$0	3	0%	Maintained
3141	LIA Luken Investment Analytics Brentwood, Tennessee	$1.86K	$0	1	0%	Maintained
3142	TFG Team Financial Group Temecula, California	$1.8K	+$2.17K	1	0%	New
3143	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$1.77K	+$1.17K	2	0%	Increased
3144	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$1.75K	+$1.17K	1	0%	New
3145	KFGG Keystone Financial Group (Georgia) Atlanta, Georgia	$1.4K	$0	1	0%	Maintained
3146	RF Robinswood Financial Kirkland, Washington	$1.19K	$0	2	0%	Maintained
3147	WCM Winthrop Capital Management Carmel, Indiana	$1K	-$15K	1	0%	Reduced
3148	CW Curio Wealth Annapolis, Maryland	$975	-$15.3K	1	0%	Reduced
3149	1L 10Elms LLP Tulsa, Oklahoma	$934	$0	1	0%	Maintained
3150	GWS Glassman Wealth Services Vienna, Virginia	$914	$0	1	0%	Maintained