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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	Meridian Wealth Management Lexington, Kentucky	$220K	+$224K	1	0.17%	New
1127	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$219K	-$110K	2	0%	Reduced
1128	Waverly Advisors Birmingham, Alabama	$218K	+$222K	1	0.08%	New
1129	HCM Howland Capital Management Boston, Massachusetts	$217K	+$221K	1	0.02%	New
1130	SIG Sky Investment Group Hartford, Connecticut	$216K	-$3.02K	1	0.1%	Reduced
1131	FPF FNY Partners Fund New York	$213K	+$207K	2	0.01%	New
1132	LA LVW Advisors Pittsford, New York	$213K	+$7.64K	1	0.07%	Increased
1133	TBA Train Babcock Advisors New York	$211K	+$8.84K	1	0.09%	Increased
1134	CCM CrestPoint Capital Management Four Seasons, Missouri	$210K	-$532K	1	0.11%	Reduced
1135	ZDA Zweig-DiMenna Associates New York	$210K	+$191K	1	0.02%	New
1136	CCT Capital City Trust Tallahassee, Florida	$209K	-$193K	1	0.08%	Reduced
1137	NSB Norway Savings Bank Portland, Maine	$208K	+$212K	1	0.19%	New
1138	AW Alpha Windward Westwood, Massachusetts	$207K	-$416K	1	0.14%	Reduced
1139	LWM LBA Wealth Management Jacksonville, Florida	$206K	-$20.1K	1	0.11%	Reduced
1140	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$205K	$0	1	0.04%	Maintained
1141	WhitTier Trust Company Reno, Nevada	$205K	+$2.93K	2	0.02%	Increased
1142	Close Asset Management London, United Kingdom	$204K	+$208K	1	0.03%	New
1143	Savant Capital Rockford, Illinois	$204K	+$2.01K	1	0.05%	Increased
1144	SIM Strategic Investment Management Arlington, Virginia	$204K	$0	1	0.02%	Maintained
1145	PL Parkwood LLC Cleveland, Ohio	$202K	-$96.6K	1	0.03%	Reduced
1146	PHK Point72 Hong Kong Hong Kong	$202K	-$901K	2	0.2%	Reduced
1147	CC Courier Capital Buffalo, New York	$201K	-$167K	1	0.04%	Reduced
1148	SAM Shikiar Asset Management New York	$201K	$0	1	0.09%	Maintained
1149	State of Alaska Department of Revenue Juneau, Alaska	$201K	+$193K	1	0.02%	New
1150	BW Bison Wealth Atlanta, Georgia	$200K	+$204K	1	0.17%	New