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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
926	USAA United Services Automobile Association San Antonio, Texas	$2.04M	+$233K	2	0.05%	Increased
927	AIM Aigen Investment Management New York	$2.03M	+$1.09M	2	0.38%	Increased
928	VCM Vivaldi Capital Management Chicago, Illinois	$2.03M	+$337	1	0.67%	Increased
929	HT Heritage Trust Oklahoma City, Oklahoma	$2.03M	+$1.11M	1	0.32%	Increased
930	Capital International Los Angeles, California	$2.01M	+$112K	1	0.12%	Increased
931	Miracle Mile Advisors Los Angeles, California	$2M	-$3.88M	3	0.06%	Reduced
932	BIP Bouvel Investment Partners Phoenixville, Pennsylvania	$1.99M	+$26.2K	2	1.08%	Increased
933	KA Kintegral Advisory New York	$1.99M	-$1.35K	2	0.25%	Reduced
934	Gotham Asset Management New York	$1.99M	-$58.5K	5	0.04%	Reduced
935	Sumitomo Life Insurance Tokyo, Japan	$1.98M	-$32.4K	2	0.06%	Reduced
936	CCC Chelsea Counsel Company Los Angeles, California	$1.97M	+$705K	1	1.01%	Increased
937	DWM Drive Wealth Management Lehi, Utah	$1.97M	+$1.26M	4	0.72%	Increased
938	NewEdge Wealth Pittsburgh, Pennsylvania	$1.97M	+$304K	3	0.06%	Increased
939	CCM CAAS Capital Management New York	$1.97M	+$1.76M	1	0.13%	Increased
940	PWP Pursue Wealth Partners Clayton, California	$1.96M	$0	1	1.39%	Maintained
941	CBNLCF Cognios Beta Neutral Large Cap Fund Prairie Village, Kansas	$1.96M	+$226K	1	2.54%	New
942	MM Meridian Management Little Rock, Arkansas	$1.96M	-$1.46M	1	0.64%	Reduced
943	AC Addison Capital Conshohocken, Pennsylvania	$1.95M	-$137K	2	1.52%	Reduced
944	HCA Horan Capital Advisors Cincinnati, Ohio	$1.94M	-$77.9K	1	0.78%	Reduced
945	SAM Shikiar Asset Management New York	$1.94M	-$1.48M	1	0.67%	Reduced
946	RFM Royal Fund Management Lady Lake, Florida	$1.93M	+$389K	2	0.26%	Increased
947	Mount Yale Investment Advisors Denver, Colorado	$1.93M	+$77K	2	0.21%	Increased
948	NIM Nicollet Investment Management Minneapolis, Minnesota	$1.92M	+$9.77K	1	0.86%	Increased
949	JGUA John G. Ullman & Associates Corning, New York	$1.92M	-$182K	1	0.31%	Reduced
950	OWP Old Well Partners Charlotte, North Carolina	$1.92M	-$71.2K	1	1.59%	Reduced