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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	RA Rational Advisors Huntington, New York	$746K	-$388K	2	0.35%	Reduced
1127	PCM Portolan Capital Management Boston, Massachusetts	$744K	-$1.68M	1	0.08%	Reduced
1128	TCM Traynor Capital Management Malvern, Pennsylvania	$744K	-$86.8K	1	0.3%	Reduced
1129	PWP Private Wealth Partners Mill Valley, California	$740K	+$309K	1	0.13%	Increased
1130	Thompson Siegel & Walmsley Richmond, Virginia	$740K	-$234K	1	0.01%	Reduced
1131	WI WBI Investments Red Bank, New Jersey	$734K	+$261K	1	0.04%	Increased
1132	Circle Wealth Management Summit, New Jersey	$732K	$0	1	0.26%	Maintained
1133	CSA Cottage Street Advisors Marion, Massachusetts	$728K	+$761K	1	0.44%	New
1134	SIA SeaBridge Investment Advisors Summit, New Jersey	$721K	+$3.97K	1	0.16%	Increased
1135	MAM Meeder Asset Management Dublin, Ohio	$719K	-$1.39M	1	0.07%	Reduced
1136	TU TDAM USA Toronto, Ontario, Canada	$719K	-$1.91M	1	0.04%	Reduced
1137	CPA Clear Perspective Advisors Aurora, Illinois	$718K	+$317K	2	0.54%	Increased
1138	AIP Almanack Investment Partners Wayne, Pennsylvania	$717K	-$17.1K	1	0.28%	Reduced
1139	AFP Ausdal Financial Partners Davenport, Iowa	$713K	+$228K	2	0.25%	Increased
1140	Caprock Group Boise, Idaho	$713K	+$232K	2	0.15%	Increased
1141	SM SG3 Management Dorado, Puerto Rico	$710K	+$754K	1	0.29%	New
1142	Smithfield Trust Pittsburgh, Pennsylvania	$709K	+$51.5K	3	0.09%	Increased
1143	BCP Berkeley Capital Partners Milton, Georgia	$705K	-$32K	1	0.41%	Reduced
1144	Capital International Los Angeles, California	$703K	+$735K	1	0.13%	New
1145	CK Cohen Klingenstein New York	$698K	$0	1	0.1%	Maintained
1146	NIM Northeast Investment Management Boston, Massachusetts	$696K	+$395K	2	0.06%	Increased
1147	Summit Trail Advisors New York	$685K	+$239K	2	0.12%	Increased
1148	EVM Evelyn V. Moreno	$684K	-$49.6K	1	0.21%	Reduced
1149	HCM Horan Capital Management Hunt Valley, Maryland	$683K	+$344K	1	0.15%	Increased
1150	IFG Advisory Atlanta, Georgia	$680K	-$40.7K	2	0.15%	Reduced