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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	Moneta Group Investment Advisors St Louis, Missouri	$265K	-$80.5K	1	0.05%	Reduced
1127	MSR Main Street Research Lakeville, Connecticut	$263K	$0	1	0.05%	Maintained
1128	SWM Segment Wealth Management Houston, Texas	$263K	-$37.7K	1	0.09%	Reduced
1129	BBA BLB&B Advisors Montgomeryville, Pennsylvania	$259K	+$9.96K	1	0.04%	Increased
1130	LIM Leavell Investment Management Mobile, Alabama	$259K	+$12.6K	1	0.03%	Increased
1131	QIM Quest Investment Management Lake Oswego, Oregon	$258K	$0	1	0.04%	Maintained
1132	MCM Manchester Capital Management Manchester, Vermont	$256K	-$12.6K	1	0.04%	Reduced
1133	Quadrant Capital Group Cincinnati, Ohio	$256K	+$8.25K	4	0.11%	Increased
1134	Smithfield Trust Pittsburgh, Pennsylvania	$255K	-$33.5K	1	0.04%	Reduced
1135	PRHC P.R. Herzig & Co Roslyn Heights, New York	$254K	+$247K	1	0.49%	New
1136	WB Webster Bank Waterbury, Connecticut	$253K	-$12.6K	2	0.04%	Reduced
1137	Capital Investment Advisors Atlanta, Georgia	$252K	-$42K	1	0.02%	Reduced
1138	AWM Altavista Wealth Management Asheville, North Carolina	$251K	-$89.7K	1	0.13%	Reduced
1139	CO Caldwell & Orkin Norcross, Georgia	$251K	+$227K	1	0.14%	New
1140	GLA Good Life Advisors Reading, Pennsylvania	$248K	+$241K	1	0.12%	New
1141	LWM LBA Wealth Management Jacksonville, Florida	$247K	+$20.9K	1	0.13%	Increased
1142	Choreo LLC Rockford, Illinois	$245K	-$659K	2	0.04%	Reduced
1143	IWA IBEX Wealth Advisors Bedminster, New Jersey	$245K	-$3K	1	0.15%	Reduced
1144	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$242K	+$250K	1	0.63%	New
1145	FHC First Heartland Consultants Lake St. Louis, Missouri	$242K	-$10.5K	1	0.07%	Reduced
1146	LCP Legacy Capital Partners Milwaukee, Wisconsin	$241K	+$234K	1	0.14%	New
1147	MAM Meeder Asset Management Dublin, Ohio	$241K	-$219K	2	0.02%	Reduced
1148	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$240K	$0	2	0.01%	Maintained
1149	CI Cavalier Investments Alpharetta, Georgia	$239K	-$18.8K	1	0.13%	Reduced
1150	HCM Howland Capital Management Boston, Massachusetts	$238K	+$1K	1	0.02%	Increased