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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
3226	MCA Maryland Capital Advisors Chester, Maryland	$38K	+$43.3K	1	0.03%	New
3227	TCM TD Capital Management Memphis, Tennessee	$38K	-$649	1	0%	Reduced
3228	IFS Intelligent Financial Strategies Excelsior, Minnesota	$37K	+$42.8K	1	0.03%	New
3229	LPWM Lake Point Wealth Management Rockwall, Texas	$36K	+$6.39K	7	0.02%	Increased
3230	LFA Level Financial Advisors East Amherst, New York	$34K	+$46.8K	3	0.03%	New
3231	FPWM FSB Premier Wealth Management Waterloo, Iowa	$31K	+$35.9K	3	0.01%	New
3232	JRFS James Reed Financial Services Cleveland, Ohio	$31K	+$41.1K	6	0.03%	New
3233	TIM Tortoise Investment Management White Plains, New York	$31K	-$15.1K	3	0.01%	Reduced
3234	FCMT Founders Capital Management (Texas) Houston, Texas	$29K	-$26K	2	0.02%	Reduced
3235	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$28K	+$37.2K	2	0.02%	New
3236	HMS Hanseatic Management Services Albuquerque, New Mexico	$27K	-$708K	1	0.04%	Reduced
3237	BA Bivin & Associates Ponca City, Oklahoma	$26K	+$32.8K	7	0.02%	New
3238	CFP Curran Financial Partners Daniel Island, South Carolina	$26K	+$34.4K	1	0.01%	New
3239	FWM Fortress Wealth Management Culver City, California	$26K	+$34.4K	1	0.02%	New
3240	HFS HBC Financial Services Seattle, Washington	$25K	-$93.8K	3	0.02%	Reduced
3241	MAM McCarthy Asset Management Redwood Shores, California	$25K	-$1K	1	0.02%	Reduced
3242	RBC Roble Belko & Company Sewickley, Pennsylvania	$24K	-$2K	4	0%	Reduced
3243	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$23K	+$14.9K	2	0.03%	Increased
3244	RWA RGT Wealth Advisors Dallas, Texas	$23K	+$26.9K	2	0%	New
3245	MIM Macroview Investment Management Bethesda, Maryland	$22K	-$1.36M	4	0.03%	Reduced
3246	WAM WFA Asset Management Whitefish Bay, Wisconsin	$19.6K	+$20.8K	2	0.01%	New
3247	IHWM Iron Horse Wealth Management Johston, Iowa	$19K	+$4.36K	2	0.01%	Increased
3248	AWM Avondale Wealth Management West Lake Hills, Texas	$18K	-$18.3K	1	0.02%	Reduced
3249	FA Financial Advantage Columbia, Maryland	$18K	$0	1	0.01%	Maintained
3250	SFA Semmax Financial Advisors Winston Salem, North Carolina	$18K	$0	1	0.01%	Maintained