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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
1126	CCM Collar Capital Management Appleton, Wisconsin	$4.46M	-$93.5K	3	2.63%	Reduced
1127	TW Titan Wealth St Peter Port,	$4.45M	+$1.92M	1	1.65%	Increased
1128	Bleakley Financial Group Fairfield, New Jersey	$4.43M	+$513K	5	0.06%	Increased
1129	Western Wealth Management Golden, Colorado	$4.4M	-$54.1K	10	0.14%	Reduced
1130	CAM Claret Asset Management Montreal, Quebec, Canada	$4.4M	-$66.9K	1	0.47%	Reduced
1131	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$4.4M	+$866K	5	0.08%	Increased
1132	LSPW Lake Street Private Wealth Chicago, Illinois	$4.39M	+$64.2K	1	0.5%	Increased
1133	SH SLT Holdings Scottsdale, Arizona	$4.38M	-$129K	7	2.73%	Reduced
1134	Callan Family Office Radnor, Pennsylvania	$4.37M	+$171K	8	0.09%	Increased
1135	ISWM Independent Solutions Wealth Management Williamsville, New York	$4.32M	-$109K	1	0.56%	Reduced
1136	IHT Wealth Management Chicago, Illinois	$4.32M	-$1.32M	9	0.09%	Reduced
1137	Savvy Advisors Inc New York	$4.32M	+$1.53M	8	0.09%	Increased
1138	DR Davis Rea Toronto, Ontario, Canada	$4.32M	+$4.55M	1	1.23%	New
1139	BBA Baader Bank Aktiengesellschaft Unterschleissheim, Germany	$4.32M	-$3.59M	4	0.33%	Reduced
1140	AWM Accurate Wealth Management Wesley Chapel, Florida	$4.31M	+$84.7K	5	0.41%	Increased
1141	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$4.3M	+$4.19M	5	0.08%	Increased
1142	JB Capital Wethersfield, Connecticut	$4.29M	+$384K	2	0.15%	Increased
1143	BCA Bayshore Capital Advisors Tampa, Florida	$4.28M	$0	1	2%	Maintained
1144	CWA Canvas Wealth Advisors Shawnee, Kansas	$4.28M	+$158K	1	0.6%	Increased
1145	BIM Barton Investment Management West Conshohocken, Pennsylvania	$4.28M	-$344K	1	0.58%	Reduced
1146	GWSA Global Wealth Strategies & Associates Denver, Colorado	$4.28M	+$135K	1	0.81%	Increased
1147	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$4.27M	+$187K	2	4.19%	Increased
1148	BOH Bank of Hawaii Honolulu, Hawaii	$4.2M	+$1.85M	3	0.21%	Increased
1149	SFO Stenger Family Office Naperville, Illinois	$4.2M	+$156K	1	0.67%	Increased
1150	SCS Syquant Capital SAS Paris, France	$4.2M	-$2.96M	2	0.94%	Reduced