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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
1026	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$337K	$0	2	0.01%	Maintained
1027	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$336K	$0	1	0.06%	Maintained
1028	IB Intrust Bank Wichita, Kansas	$335K	-$33.5K	1	0.13%	Reduced
1029	ACM Aviance Capital Management Sarasota, Florida	$334K	+$313K	1	0.01%	New
1030	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$331K	$0	2	0.07%	Maintained
1031	PL Parkwood LLC Cleveland, Ohio	$329K	-$4.66K	1	0.05%	Reduced
1032	Wilmington Savings Fund Society Wilmington, Delaware	$326K	$0	1	0.02%	Maintained
1033	IWA IBEX Wealth Advisors Bedminster, New Jersey	$325K	+$343K	1	0.18%	New
1034	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$323K	$0	1	0.27%	Maintained
1035	BCM BTC Capital Management Des Moines, Iowa	$321K	+$301K	1	0.07%	New
1036	MC Moors & Cabot Boston, Massachusetts	$321K	+$305K	2	0.05%	New
1037	TH Timber Hill Greenwich, Connecticut	$321K	+$327K	1	0%	New
1038	Avalon Investment & Advisory Houston, Texas	$319K	$0	1	0.01%	Maintained
1039	LSCM LaSalle Street Capital Management Chicago, Illinois	$316K	+$322K	1	0.29%	New
1040	SCM Schnieders Capital Management Pasadena, California	$314K	-$38.4K	1	0.18%	Reduced
1041	SSWM Sheets Smith Wealth Management Winston-Salem, North Carolina	$313K	$0	1	0.09%	Maintained
1042	CI Cavalier Investments Alpharetta, Georgia	$312K	+$292K	1	0.19%	New
1043	WA WFG Advisors Dallas, Texas	$312K	+$11.4K	3	0.08%	Increased
1044	Stratos Wealth Partners Beachwood, Ohio	$307K	+$36.8K	1	0.02%	Increased
1045	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$303K	-$11.5K	1	0.15%	Reduced
1046	HBK Sorce Advisory Erie, Pennsylvania	$301K	-$7.38K	1	0.06%	Reduced
1047	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$300K	-$14.6K	1	0.21%	Reduced
1048	BCM Birmingham Capital Management Birmingham, Alabama	$299K	$0	1	0.13%	Maintained
1049	AIM Assured Investment Management New York	$298K	-$793K	1	0.01%	Reduced
1050	Fiduciary Trust Boston, Massachusetts	$297K	-$77	1	0.01%	Reduced