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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
3301	LPP Life Planning Partners Jacksonville, Florida	$4K	+$4.98K	1	0%	New
3302	LIM Longfellow Investment Management Boston, Massachusetts	$4K	$0	1	0%	Maintained
3303	BWS BCR Wealth Strategies Vestavia, Alabama	$3K	+$3.47K	2	0%	New
3304	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$3K	+$3.64K	1	0%	New
3305	LFG Leverty Financial Group Hudson, Wisconsin	$3K	+$4.33K	1	0%	New
3306	MCF Advisors Covington, Kentucky	$3K	-$543K	1	0.06%	Reduced
3307	YAL Your Advocates Ltd Houston, Texas	$3K	+$6.61K	1	0%	New
3308	DWA Delos Wealth Advisors Dallas, Texas	$2K	$0	1	0%	Maintained
3309	EW Element Wealth Ridgeland, Mississippi	$2K	$0	1	0%	Maintained
3310	EA Evolution Advisers Richmond, Virginia	$2K	+$2.38K	1	0%	New
3311	GIA Goodwin Investment Advisory Woodstock, Georgia	$2K	+$2.69K	2	0%	New
3312	HCM Horrell Capital Management Little Rock, Arkansas	$2K	-$2K	2	0%	Reduced
3313	SL Savior LLC Wellesley Hills, Massachusetts	$2K	+$3.69K	1	0%	New
3314	SFS Security Financial Services Fort Wayne, Indiana	$2K	+$2.16K	1	0%	New
3315	LAS Lloyd Advisory Services Suwanee, Georgia	$1K	+$145	2	0%	Increased
3316	PCFFS Pacific Center for Financial Services San Ramon, California	$1K	$0	1	0%	Maintained
3317	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$647	+$623	1	0%	New
3318	MP McDonald Partners Cleveland, Ohio	$647	-$363K	1	0%	Reduced
3319	3CP 3G Capital Partners New York	$0	-$21.6M	0	–	Closed
3320	APG Abacus Planning Group Columbia, South Carolina	$0	-$243K	0	–	Closed
3321	AWP Abacus Wealth Partners Santa Monica, California	$0	-$240K	0	–	Closed
3322	APGDR Absoluto Partners Gestao de Recursos Leblon, Rio De Janeiro, Rj, Brazil	$0	-$7.85M	0	–	Closed
3323	APW Acima Private Wealth Richmond, Virginia	$0	-$26K	0	–	Closed
3324	AL ADE LLC Baltimore, Maryland	$0	-$153K	0	–	Closed
3325	ATC Adirondack Trust Company Saratoga Springs, New York	$0	$0	1	0%	Maintained