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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
1226	DSN D. Scott Neal Lexington, Kentucky	$16K	$0	1	0.01%	Maintained
1227	CWM Catamount Wealth Management Westport, Connecticut	$14K	$0	1	0.01%	Maintained
1228	WA WealthTrust-Arizona Scottsdale, Arizona	$13K	-$47.6K	1	0.01%	Reduced
1229	DPA Delphi Private Advisors San Diego, California	$12K	-$6.6K	2	0.02%	Reduced
1230	EWM Elite Wealth Management Kirkland, Washington	$12K	+$11.9K	2	0.02%	New
1231	GWS Glassman Wealth Services Vienna, Virginia	$12K	+$3.44K	2	0.01%	Increased
1232	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$12K	+$5.19K	1	0.01%	Increased
1233	Pathstone Family Office Englewood, New Jersey	$11K	+$3.57K	2	0.01%	Increased
1234	IWC Integrated Wealth Counsel Carmel, California	$10K	+$11K	1	0.02%	New
1235	VCM Vigilant Capital Management Portland, Maine	$9K	$0	1	0%	Maintained
1236	AC Alexandria Capital Arlington, Virginia	$8K	+$346	1	0%	Increased
1237	CCM Cribstone Capital Management Augusta, Maine	$8K	$0	1	0%	Maintained
1238	WIC Woodmont Investment Counsel Nashville, Tennessee	$8K	+$7.69K	1	0%	New
1239	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$7K	$0	1	0%	Maintained
1240	SIM Sonora Investment Management Tucson, Arizona	$6.54K	$0	2	0%	Maintained
1241	CB Community Bank Dewitt, New York	$6K	+$5.38K	1	0%	New
1242	LNB Ledyard National Bank	$5K	-$117K	1	0%	Reduced
1243	SHJ Sharkey, Howes & Javer Denver, Colorado	$5K	$0	1	0%	Maintained
1244	Capital Analysts LLC Fort Washington, Pennsylvania	$4.1K	+$3.84K	1	0%	New
1245	CA CapWealth Advisors Franklin, Tennessee	$4K	$0	1	0%	Maintained
1246	ECM Exchange Capital Management Ann Arbor, Michigan	$4K	$0	1	0%	Maintained
1247	HCM Herndon Capital Management Atlanta, Georgia	$4K	$0	1	0%	Maintained
1248	TFA Transamerica Financial Advisors St. Petersburg, Florida	$4K	-$612	2	0%	Reduced
1249	VNA Valley National Advisers Bethlehem, Pennsylvania	$4K	+$1.72K	2	0%	Increased
1250	WAS WESPAC Advisors SoCal Pasadena, California	$3.11K	+$2.72K	1	0%	New