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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
826	LF Lannebo Fonder Stockholm, Sweden	$13.2M	$0	1	1.59%	Maintained
827	Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland	$13.2M	+$1.31M	5	0.26%	Increased
828	SSA South Street Advisors New York	$13.2M	-$206K	1	2.31%	Reduced
829	Spire Wealth Management Mclean, Virginia	$13.1M	-$7.19M	11	0.29%	Reduced
830	CWP CFM Wealth Partners Austin, Texas	$13.1M	+$1.12M	2	2.93%	Increased
831	Brookstone Capital Management Wheaton, Illinois	$13.1M	-$723K	7	0.23%	Reduced
832	Northwestern Mutual Investment Management Company Milwaukee, Wisconsin	$13.1M	-$2.45M	3	0.25%	Reduced
833	DWM Drive Wealth Management Lehi, Utah	$13M	+$15M	2	11.45%	New
834	Eastern Bank Boston, Massachusetts	$12.9M	+$8.02M	1	0.56%	Increased
835	MWM Madison Wealth Management Cincinnati, Ohio	$12.9M	-$187K	1	2.58%	Reduced
836	Boothbay Fund Management New York	$12.9M	-$8.99M	11	0.3%	Reduced
837	UMC UNC Management Company Chapel Hill, North Carolina	$12.9M	+$14.8M	1	9.47%	New
838	Independent Advisor Alliance Charlotte, North Carolina	$12.8M	-$218K	5	0.63%	Reduced
839	Mariner Independent Advisor Network Overland Park, Kansas	$12.8M	-$8.99M	5	0.6%	Reduced
840	HCM Howland Capital Management Boston, Massachusetts	$12.7M	+$3.04M	2	0.65%	Increased
841	WCP Welch Capital Partners Harrison, New York	$12.7M	+$618K	1	2.8%	Increased
842	WC Whitney & Co Rochester, New York	$12.7M	+$215K	1	1.87%	Increased
843	HPIA Hamilton Point Investment Advisors Chapel Hill, North Carolina	$12.7M	+$144K	1	3.03%	Increased
844	UMB Bank Kansas City, Missouri	$12.7M	-$5.79M	6	0.16%	Reduced
845	GAG GM Advisory Group Melville, New York	$12.7M	+$11.2M	3	1.13%	Increased
846	Citizens Financial Group Providence, Rhode Island	$12.6M	+$991K	3	0.42%	Increased
847	RIA Realta Investment Advisors Wilmington, Delaware	$12.6M	-$750K	5	2.77%	Reduced
848	Montag & Associates Atlanta, Georgia	$12.5M	-$1.1M	4	0.62%	Reduced
849	BFIM Beese Fulmer Investment Management Canton, Ohio	$12.5M	-$15.4K	1	1.3%	Reduced
850	SG StepStone Group La Jolla, California	$12.4M	+$613K	2	0.71%	Increased