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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
701	PFU Parus Finance (UK) London, United Kingdom	$6.29M	-$77.6K	1	2%	Reduced
702	CG Cutler Group San Francisco, California	$6.28M	+$2.72M	4	0.65%	Increased
703	Veritable Wilmington, Delaware	$6.24M	+$322K	1	0.13%	Increased
704	Sarasin & Partners London, United Kingdom	$6.24M	+$76.3K	1	0.12%	Increased
705	AP Appleton Partners Boston, Massachusetts	$6.21M	+$36.9K	1	0.82%	Increased
706	KFS Kurt F. Somerville	$6.21M	+$842K	1	1.23%	Increased
707	Banque Pictet & Cie Geneva 73, Switzerland	$6.2M	-$1.51M	2	0.12%	Reduced
708	FEG Financial Enhancement Group Anderson, Indiana	$6.17M	+$5.62M	1	1.88%	New
709	Regents of the University of California Oakland, California	$6.13M	$0	1	14.43%	Maintained
710	IFWM Institute for Wealth Management Denver, Colorado	$6.09M	+$1.01M	2	1.32%	Increased
711	Capital Advisors Inc Tulsa, Oklahoma	$6.05M	-$6.69M	1	0.65%	Reduced
712	Salem Investment Counselors Winston Salem, North Carolina	$6.01M	-$29.6K	2	0.61%	Reduced
713	RIA RPG Investment Advisory Pleasanton, California	$6M	-$2.19M	2	1.4%	Reduced
714	CWM Cordatus Wealth Management Newtown, Pennsylvania	$5.99M	+$5.61M	2	3.29%	New
715	Aequim Alternative Investments Mill Valley, California	$5.99M	+$1.61M	1	2.14%	Increased
716	TCOV Trust Company of Vermont Brattleboro, Vermont	$5.95M	-$35.2K	2	0.51%	Reduced
717	SIG Sargent Investment Group Bethesda, Maryland	$5.93M	+$449K	2	2.86%	Increased
718	TCM Twin Capital Management Mcmurray, Pennsylvania	$5.9M	-$10.4K	1	0.29%	Reduced
719	CWA Asset Management Group Naples, Florida	$5.89M	+$150K	2	1.14%	Increased
720	Mariner Overland Park, Kansas	$5.87M	+$3.27M	3	0.08%	Increased
721	MIA MainStreet Investment Advisors Chicago, Illinois	$5.87M	-$128K	1	0.83%	Reduced
722	FHB First Hawaiian Bank Honolulu, Hawaii	$5.85M	+$4.14M	3	0.31%	Increased
723	Carson Wealth (CWM LLC) Omaha, Nebraska	$5.84M	+$1.37M	9	0.05%	Increased
724	OI Oakbrook Investments Lisle, Illinois	$5.82M	+$939	3	0.35%	Increased
725	RMSCM R.M. Sincerbeaux Capital Management New York	$5.82M	$0	1	4.69%	Maintained