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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
3151	CAC Core Alternative Capital Peachtree Corners, Georgia	$886	$0	2	0%	Maintained
3152	SJIM St. Johns Investment Management Jacksonville, Florida	$820	-$411	1	0%	Reduced
3153	DSC Duncker Streett & Co St. Louis, Missouri	$808	+$729	1	0%	New
3154	WCM Westend Capital Management Sausalito, California	$743	-$11.7K	1	0%	Reduced
3155	MAM Marquette Asset Management Minneapolis, Minnesota	$701	$0	1	0%	Maintained
3156	CW Cooksen Wealth The Woodlands, Texas	$612	+$487	1	0%	New
3157	BFO Biltmore Family Office Charlotte, North Carolina	$571	$0	1	0%	Maintained
3158	RJA Ross\Johnson & Associates Plymouth, Minnesota	$499	$0	2	0.01%	Maintained
3159	PMIM Prudent Man Investment Management Louisville, Colorado	$340	$0	1	0%	Maintained
3160	TVWM Tower View Wealth Management Shorewood, Wisconsin	$340	$0	1	0%	Maintained
3161	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$216	$0	1	0%	Maintained
3162	PIS POM Investment Strategies Raleigh, North Carolina	$82	-$1.04K	1	0%	Reduced
3163	DEM Disciplined Equity Management Neptune Beach, Florida	$55	+$65	1	0%	New
3164	CWP Clark Wealth Partners O'fallon, Illinois	$19	-$3.26K	1	0%	Reduced
3165	2C 272 Capital Dallas, Texas	$0	-$218K	0	–	Closed
3166	AWM Accel Wealth Management Waverly, Iowa	$0	-$25.9K	0	–	Closed
3167	AIM Acropolis Investment Management St. Louis, Missouri	$0	-$103K	0	–	Closed
3168	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$0	-$383K	0	–	Closed
3169	Advent Capital Management New York	$0	-$373K	0	–	Closed
3170	ARC Advisor Resource Council Dallas, Texas	$0	-$5.8M	0	–	Closed
3171	AW Affinity Wealth Canton, Ohio	$0	-$2.12K	0	–	Closed
3172	AIM Aigen Investment Management New York	$0	-$2.17M	0	–	Closed
3173	Allstate Corporation Northbrook, Illinois	$0	-$8.29M	0	–	Closed
3174	ACM Alpha Capital Management Austin, Texas	$0	-$325K	0	–	Closed
3175	AW Alteri Wealth Westlake Village, California	$0	-$19.8K	0	–	Closed