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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	CL CVFG LLC Shelbyville, Indiana	$3.35K	$0	1	0%	Maintained
3227	SIP Sellwood Investment Partners Portland, Oregon	$3.22K	+$3.38K	1	0%	New
3228	CFS CGC Financial Services Lake Oswego, Oregon	$3.15K	$0	2	0%	Maintained
3229	KB Kimelman & Baird New York	$3.04K	$0	1	0%	Maintained
3230	CFG CKW Financial Group Honolulu, Hawaii	$3K	$0	2	0%	Maintained
3231	SW SlateStone Wealth Jupiter, Florida	$3K	$0	1	0%	Maintained
3232	WCM Winthrop Capital Management Carmel, Indiana	$3K	+$1.7K	2	0%	Increased
3233	CFS Compass Financial Services West Des Moines, Iowa	$2.73K	$0	1	0%	Maintained
3234	FA Fortis Advisors Wayne, Pennsylvania	$2.68K	$0	1	0%	Maintained
3235	GJWM Gilliland Jeter Wealth Management Little Rock, Arkansas	$2.68K	$0	1	0%	Maintained
3236	WBWA William B. Walkup & Associates Columbia, South Carolina	$2.36K	$0	1	0%	Maintained
3237	GFL Granite FO LLC Bedford, New Hampshire	$2.3K	$0	2	0%	Maintained
3238	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$2.27K	$0	1	0%	Maintained
3239	CIR Clear Investment Research Alpharetta, Georgia	$1.98K	$0	2	0%	Maintained
3240	RPA Redwood Park Advisors Redwood City, California	$1.84K	+$1.35K	2	0%	New
3241	TCB Texas Capital Bancshares Dallas, Texas	$1.75K	+$1.81K	2	0%	New
3242	LIA Luken Investment Analytics Brentwood, Tennessee	$1.68K	$0	1	0%	Maintained
3243	RF Robinswood Financial Kirkland, Washington	$1.65K	$0	2	0%	Maintained
3244	KFGG Keystone Financial Group (Georgia) Atlanta, Georgia	$1.64K	$0	1	0%	Maintained
3245	UFPG United Financial Planning Group Hauppauge, New York	$1.56K	+$1.69K	1	0%	New
3246	LC Luminist Capital Grand Rapids, Michigan	$1.46K	+$1.47K	1	0%	New
3247	MCA Midwest Capital Advisors Grand Rapids, Michigan	$1.19K	+$1.17K	1	0%	New
3248	GWS Glassman Wealth Services Vienna, Virginia	$1.07K	$0	1	0%	Maintained
3249	PIS POM Investment Strategies Raleigh, North Carolina	$1.01K	+$975	1	0%	Increased
3250	CAC Core Alternative Capital Peachtree Corners, Georgia	$810	$0	2	0%	Maintained