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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	CMP Coston McIsaac & Partners Bar Harbor, Maine	$2K	-$134K	2	0%	Reduced
3302	Beacon Capital Management Inc (Ohio) Dayton, Ohio	$1.89K	-$8.42K	1	0%	Reduced
3303	NWS Nvest Wealth Strategies Powell, Ohio	$1.84K	+$2.26K	1	0%	New
3304	KWA Kellett Wealth Advisors Cincinnati, Ohio	$1.84K	+$3.43K	1	0%	New
3305	WBWA William B. Walkup & Associates Columbia, South Carolina	$1.58K	$0	1	0%	Maintained
3306	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$1.54K	+$19	1	0%	Increased
3307	PP Paladin Partners Hartland, Wisconsin	$1.52K	+$2.25K	1	0%	New
3308	NA Networth Advisors Canonsburg, Pennsylvania	$1.47K	+$1.69K	1	0%	New
3309	RF Robinswood Financial Kirkland, Washington	$1.43K	$0	2	0%	Maintained
3310	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$1.3K	-$106K	1	0%	Reduced
3311	KFGG Keystone Financial Group (Georgia) Atlanta, Georgia	$1.2K	$0	1	0%	Maintained
3312	PRAG Portfolio Resources Advisor Group Coral Gables, Florida	$1.17K	+$1.3K	1	0%	New
3313	WW Winnow Wealth Waco, Texas	$1.12K	-$2.34K	2	0%	Reduced
3314	BIM Breakwater Investment Management Seattle, Washington	$1.02K	-$2.06K	2	0%	Reduced
3315	WCM Winthrop Capital Management Carmel, Indiana	$1K	-$2K	1	0%	Reduced
3316	WA Walsh & Associates Sarasota, Florida	$849	+$943	2	0%	New
3317	MCA Midwest Capital Advisors Grand Rapids, Michigan	$712	+$188	2	0%	Increased
3318	RJA Ross\Johnson & Associates Plymouth, Minnesota	$677	+$429	4	0.01%	Increased
3319	MS Monetary Solutions Dayton, Ohio	$642	+$714	1	0%	New
3320	BA Blueline Advisors Exeter, New Hampshire	$598	+$697	1	0%	New
3321	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$593	+$974	1	0%	New
3322	LGM L1 Global Manager Melbourne,	$587	+$1.34K	1	0%	New
3323	Biltmore Family Office Charlotte, North Carolina	$569	$0	1	0%	Maintained
3324	BGA Battery Global Advisors Boston, Massachusetts	$256	+$1.69K	1	0%	New
3325	RTC Riverview Trust Company Vancouver, Washington	$182	$0	1	0%	Maintained