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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
1076	WFG Wills Financial Group Richmond, Virginia	$499K	-$861K	1	0.37%	Reduced
1077	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$495K	-$152K	3	0.41%	Reduced
1078	FC FIC Capital New York	$493K	-$16.2K	1	0.19%	Reduced
1079	JIP Jaffetilchin Investment Partners Tampa, Florida	$490K	+$408K	2	0.12%	Increased
1080	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$488K	+$36.8K	1	0.07%	Increased
1081	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$487K	-$588K	1	1.06%	Reduced
1082	BOS Bingham Osborn & Scarborough San Francisco, California	$486K	+$442K	1	0.05%	New
1083	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$486K	-$33.9K	1	0.09%	Reduced
1084	NIC Northwest Investment Counselors Lake Oswego, Oregon	$483K	-$31.2K	1	0.21%	Reduced
1085	PTC Petrus Trust Company Dallas, Texas	$482K	+$7.64K	1	0.11%	Increased
1086	MC Montag & Caldwell Atlanta, Georgia	$480K	-$6.57K	1	0.01%	Reduced
1087	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$474K	$0	1	0.21%	Maintained
1088	YWP YorkBridge Wealth Partners New York	$473K	+$4.48K	2	0.25%	Increased
1089	PG Patten Group Chattanooga, Tennessee	$472K	+$5.46K	2	0.19%	Increased
1090	P8IP Pier 88 Investment Partners San Francisco, California	$472K	+$36.6K	1	0.18%	Increased
1091	AOWM Alpha Omega Wealth Management Richmond, Virginia	$471K	$0	1	0.23%	Maintained
1092	LCS Levin Capital Strategies New York	$469K	+$439K	1	0.01%	New
1093	CT Coastline Trust Providence, Rhode Island	$462K	+$173K	1	0.08%	Increased
1094	Homrich & Berg Atlanta, Georgia	$462K	+$181K	2	0.04%	Increased
1095	Kingsview Wealth Management Grants Pass, Oregon	$462K	+$432K	1	0.2%	New
1096	KA Kovack Advisors Ft. Lauderdale, Florida	$460K	+$28.1K	1	0.15%	Increased
1097	CC Cedar Capital Barrington, Illinois	$459K	+$8.09K	1	0.22%	Increased
1098	NFG Next Financial Group Houston, Texas	$459K	+$51.7K	3	0.13%	Increased
1099	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$453K	$0	1	0.32%	Maintained
1100	Foresters Investment Management New York	$452K	-$20.8K	1	0.01%	Reduced