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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
3201	CIM Contravisory Investment Management Norwell, Massachusetts	$60K	-$6.96M	2	0.02%	Reduced
3202	EIP Ellis Investment Partners Berwyn, Pennsylvania	$60K	+$67.6K	4	0.01%	Increased
3203	AW Avion Wealth The Woodlands, Texas	$57K	-$5.66K	4	0.02%	Reduced
3204	ICM Islay Capital Management Lubbock, Texas	$56K	$0	3	0.04%	Maintained
3205	PCA Providence Capital Advisors Charlotte, North Carolina	$56K	+$1.27K	3	0.02%	Increased
3206	AFS Annapolis Financial Services Annapolis, Maryland	$54K	-$21.6K	4	0.02%	Reduced
3207	CAC Core Alternative Capital Peachtree Corners, Georgia	$54K	-$45.7K	2	0.01%	Reduced
3208	FFA Freedman Financial Associates Peabody, Massachusetts	$54K	+$21.6K	1	0.04%	Increased
3209	SMG Spectrum Management Group Indianapolis, Indiana	$54K	-$161K	2	0.01%	Reduced
3210	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$53K	+$43.3K	2	0.01%	Increased
3211	LWP Lumature Wealth Partners Alpharetta, Georgia	$53K	$0	2	0.02%	Maintained
3212	KI Kapitalo Investimentos Sao Paulo, Brazil	$50.5K	$0	1	0.06%	Maintained
3213	BAM Baldrige Asset Management Allentown, Pennsylvania	$50K	-$7.55K	3	0.02%	Reduced
3214	CWM Curi Wealth Management Raleigh, North Carolina	$50K	+$61K	4	0.01%	New
3215	WIM Westside Investment Management Santa Monica, California	$48.9K	+$289K	7	0.11%	Increased
3216	Valmark Advisers Akron, Ohio	$47K	-$231K	1	0%	Reduced
3217	BFG Baron Financial Group Fair Lawn, New Jersey	$47K	$0	2	0.03%	Maintained
3218	W.K. Kellogg Foundation Trust Battle Creek, Michigan	$46K	+$79.9K	1	0%	New
3219	DI Disciplined Investments Tulsa, Oklahoma	$44K	+$29K	5	0.02%	Increased
3220	AIM AHL Investment Management Winter Park, Florida	$43K	+$49.3K	2	0.04%	New
3221	TWM Triton Wealth Management Sun City, Arizona	$43K	-$174K	1	0.02%	Reduced
3222	BAM Bellevue Asset Management Bellevue, Washington	$42K	+$548	5	0.02%	Increased
3223	PC Pecaut & Co Sioux City, Iowa	$40K	$0	1	0.02%	Maintained
3224	GSEP Golden State Equity Partners South Coast Metro, California	$38K	-$285K	1	0.02%	Reduced
3225	LD Lipe & Dalton Syracuse, New York	$38K	$0	1	0.02%	Maintained