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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
676	Synovus Financial Columbus, Georgia	$2K	-$795K	1	0%	Reduced
677	TFO Tarbox Family Office Newport Beach, California	$2K	$0	1	0%	Maintained
678	UFA US Financial Advisors Braintree, Massachusetts	$2K	+$1.53K	1	0%	New
679	WA WFG Advisors Dallas, Texas	$2K	+$1.6K	1	0%	New
680	FCCM First City Capital Management Savannah, Georgia	$1.63K	+$1.56K	1	0%	New
681	AC Alexandria Capital Arlington, Virginia	$1K	+$617	1	0%	New
682	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$1K	+$1.07K	1	0%	New
683	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$1K	+$694	1	0%	New
684	MCM MV Capital Management Bethesda, Maryland	$1K	-$1.15K	1	0%	Reduced
685	Quadrant Capital Group Cincinnati, Ohio	$1K	+$1.15K	1	0%	New
686	TCI Wealth Advisors Tucson, Arizona	$1K	$0	1	0%	Maintained
687	AL AJO LP Philadelphia, Pennsylvania	$0	-$1.08M	0	–	Closed
688	ACM Alethea Capital Management Mercer Island, Washington	$0	-$948K	0	–	Closed
689	AC Alpenglow Capital San Carlos, California	$0	-$4.6M	0	–	Closed
690	AW Alpha Windward Westwood, Massachusetts	$0	-$483K	0	–	Closed
691	ACM Americafirst Capital Management Roseville, California	$0	-$511K	0	–	Closed
692	ARMC American Research & Management Company Marion, Massachusetts	$0	$0	1	0%	Maintained
693	Banque Pictet & Cie Geneva 73, Switzerland	$0	-$411K	0	–	Closed
694	BP Boston Provident Englewood, New Jersey	$0	-$399K	0	–	Closed
695	BVF Inc San Francisco, California	$0	-$1.07M	0	–	Closed
696	CFA Carroll Financial Associates Charlotte, North Carolina	$0	+$288	1	0%	New
697	CCM Catapult Capital Management New York	$0	-$755K	0	–	Closed
698	CCM Coe Capital Management Highland Park, Illinois	$0	-$674K	0	–	Closed
699	CFSG Community Financial Services Group Newport, Vermont	$0	-$5K	0	–	Closed
700	Deerfield Management New York	$0	-$1.44M	0	–	Closed