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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
851	SWM SVA Wealth Management Madison, Wisconsin	$3.86M	+$178K	1	0.37%	Increased
852	CT Clearstead Trust Portland, Maine	$3.84M	+$329K	2	3.21%	Increased
853	JWBC J.W. Burns & Co Dewitt, New York	$3.82M	+$326K	1	0.93%	Increased
854	Dakota Wealth Management Palm Beach Gardens, Florida	$3.79M	+$2.72M	2	0.75%	Increased
855	BCB Brian C. Broderick	$3.77M	+$661K	1	1.35%	Increased
856	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$3.77M	-$76.5K	1	1.35%	Reduced
857	SW SlateStone Wealth Jupiter, Florida	$3.76M	+$1.65M	2	1.15%	Increased
858	MC Maplelane Capital New York	$3.75M	+$3.62M	1	0.1%	New
859	TAM Telemark Asset Management Boston, Massachusetts	$3.75M	+$3.62M	1	0.47%	New
860	Advisory Services Network Atlanta, Georgia	$3.74M	-$1.19M	7	0.26%	Reduced
861	NIM Nicollet Investment Management Minneapolis, Minnesota	$3.74M	+$200K	1	2.46%	Increased
862	BUB BBVA USA Bancshares Houston, Texas	$3.73M	+$46K	2	0.23%	Increased
863	TF Tompkins Financial Ithaca, New York	$3.73M	+$119K	2	0.71%	Increased
864	MM Meridian Management Little Rock, Arkansas	$3.72M	-$45.9K	1	1.84%	Reduced
865	Bridgewater Associates Westport, Connecticut	$3.71M	-$14.2M	1	0.02%	Reduced
866	Focus Financial Network Minneapolis, Minnesota	$3.7M	+$3.47M	2	0.59%	New
867	Old National Bancorp Evansville, Indiana	$3.7M	-$1.16M	1	0.19%	Reduced
868	FC Ferris Capital Marlborough, Massachusetts	$3.69M	$0	1	1.36%	Maintained
869	Conning Inc Hartford, Connecticut	$3.65M	+$19.9K	1	0.11%	Increased
870	BSG Black Swift Group Boulder, Colorado	$3.64M	+$3.32M	2	5.11%	New
871	Glenview Trust Louisville, Kentucky	$3.62M	+$3.3M	1	0.23%	New
872	APA American Portfolios Advisors Holbrook, New York	$3.61M	+$176K	5	0.34%	Increased
873	BHA Beech Hill Advisors New York	$3.6M	-$258K	1	2.22%	Reduced
874	DTL Dynamic Technology Lab Singapore	$3.6M	-$1.4M	3	0.59%	Reduced
875	Municipal Employees' Retirement System of Michigan Lansing, Michigan	$3.6M	-$1.95M	4	0.24%	Reduced