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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
651	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$8K	-$2.26K	1	0%	Reduced
652	JIC Joel Isaacson & Co New York	$8K	+$7.2K	1	0%	New
653	LFR Lehman Financial Resources Media, Pennsylvania	$8K	$0	1	0%	Maintained
654	Avior Wealth Management Omaha, Nebraska	$7K	+$6.91K	1	0.01%	New
655	KT Kanaly Trust Houston, Texas	$7K	+$2.59K	1	0%	Increased
656	HI Hudock Inc Williamsport, Pennsylvania	$6K	$0	1	0%	Maintained
657	NSIM North Star Investment Management Chicago, Illinois	$6K	$0	1	0%	Maintained
658	IWMPD Integrated Wealth Management (Palm Desert) Palm Desert, California	$5K	-$132K	2	0%	Reduced
659	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$5K	$0	1	0%	Maintained
660	GWA Genesis Wealth Advisors Braintree, Massachusetts	$4.04K	+$3.87K	1	0%	New
661	ACS Archford Capital Strategies Swansea, Illinois	$4K	-$833	1	0%	Reduced
662	Capital Guardian Trust Los Angeles, California	$4K	-$16.2K	1	0%	Reduced
663	FAM Formidable Asset Management Cincinnati, Ohio	$4K	$0	1	0%	Maintained
664	VNA Valley National Advisers Bethlehem, Pennsylvania	$4K	$0	1	0%	Maintained
665	Bessemer Group Woodbridge, New Jersey	$3K	+$56	1	0%	Increased
666	LWA Lenox Wealth Advisors New York	$3K	$0	1	0%	Maintained
667	MIM Macroview Investment Management Bethesda, Maryland	$3K	$0	1	0%	Maintained
668	RWM Rezny Wealth Management Fort Myers, Florida	$3K	+$3.29K	1	0%	New
669	WEC Winslow Evans & Crocker Boston, Massachusetts	$2.71K	$0	1	0%	Maintained
670	CAM ClariVest Asset Management San Diego, California	$2K	$0	1	0%	Maintained
671	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$2K	$0	1	0%	Maintained
672	DOA D'Orazio & Associates Falls Church, Virginia	$2K	$0	1	0%	Maintained
673	HCMT Highland Capital Management (Tennessee) Memphis, Tennessee	$2K	+$1.65K	1	0%	New
674	MUFG Americas New York	$2K	+$1.58K	1	0%	New
675	RCG Ruggie Capital Group Tavares, Florida	$2K	$0	1	0%	Maintained