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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
1176	SignatureFD Atlanta, Georgia	$74K	+$11K	3	0.01%	Increased
1177	CFA Carroll Financial Associates Charlotte, North Carolina	$68K	-$4.24K	1	0.01%	Reduced
1178	AIM Arcadia Investment Management Kalamazoo, Michigan	$67K	+$31.9K	1	0.02%	Increased
1179	Bartlett & Co Cincinnati, Ohio	$67K	$0	1	0%	Maintained
1180	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$64.4K	-$45.9K	1	0.04%	Reduced
1181	SWA Sutton Wealth Advisors Tampa, Florida	$63.4K	-$19.1K	3	0.06%	Reduced
1182	VCM Versant Capital Management Phoenix, Arizona	$63K	+$88	3	0.04%	Increased
1183	WOC West Oak Capital Westlake Village, California	$63K	+$65.9K	1	0.05%	New
1184	OC Oakworth Capital Birmingham, Alabama	$59K	+$4.78K	2	0.02%	Increased
1185	ADL Asset Dedication LLC San Francisco, California	$57K	-$2K	1	0.04%	Reduced
1186	GAM Gemmer Asset Management Walnut Creek, California	$57K	+$519	4	0.03%	Increased
1187	RFA Reilly Financial Advisors La Mesa, California	$57K	+$15.3K	1	0.01%	Increased
1188	WA WealthTrust-Arizona Scottsdale, Arizona	$57K	$0	1	0.04%	Maintained
1189	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$56K	-$18.7K	2	0.02%	Reduced
1190	MCA Mercer Capital Advisers Little Silver, New Jersey	$55K	$0	1	0.05%	Maintained
1191	PMFA Plante Moran Financial Advisors Southfield, Michigan	$55K	+$5.6K	3	0.04%	Increased
1192	Carson Wealth (CWM LLC) Omaha, Nebraska	$51K	+$497	2	0%	Increased
1193	AA Apriem Advisors Irvine, California	$50K	$0	2	0.02%	Maintained
1194	MUS Mitsubishi UFJ Securities Tokyo, Japan	$50K	+$40.1K	1	0.09%	Increased
1195	AA AlphaMark Advisors Ft. Wright, Kentucky	$48K	-$573	1	0.03%	Reduced
1196	BOS Bingham Osborn & Scarborough San Francisco, California	$48K	$0	1	0.01%	Maintained
1197	NYLT New York Life Trust New York	$47K	-$14.6K	2	0.23%	Reduced
1198	CBT Central Bank & Trust Lexington, Kentucky	$46K	-$9.44K	1	0.01%	Reduced
1199	CI Investments Inc Toronto, Ontario, Canada	$45K	$0	1	0%	Maintained
1200	VIA Vantage Investment Advisors State College, Pennsylvania	$45K	+$2.68K	1	0.02%	Increased