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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
1251	Carson Wealth (CWM LLC) Omaha, Nebraska	$64K	-$1.97K	2	0%	Reduced
1252	FMA FNY Managed Accounts New York	$61K	+$57.3K	2	0.19%	New
1253	Pathstone Family Office Englewood, New Jersey	$61K	+$59.3K	3	0.03%	New
1254	DSC Duncker Streett & Co St. Louis, Missouri	$60K	+$23.8K	1	0.02%	Increased
1255	VIA Vantage Investment Advisors State College, Pennsylvania	$60K	-$20.7K	1	0.02%	Reduced
1256	LWM Lenox Wealth Management Cincinnati, Ohio	$59K	-$41.2K	1	0.04%	Reduced
1257	TF Tompkins Financial Ithaca, New York	$59K	$0	1	0.02%	Maintained
1258	VCM Versant Capital Management Phoenix, Arizona	$58K	-$1.73K	3	0.03%	Reduced
1259	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$58K	+$4.12K	2	0.07%	Increased
1260	PMFA Plante Moran Financial Advisors Southfield, Michigan	$57K	+$1.08K	3	0.03%	Increased
1261	VanEck Associates New York	$57K	+$20.5K	1	0%	Increased
1262	AA AlphaMark Advisors Ft. Wright, Kentucky	$55K	$0	1	0.03%	Maintained
1263	PCP Proficio Capital Partners Newton, Massachusetts	$53K	+$29.3K	4	0.02%	Increased
1264	SBL Sargent Bickham Lagudis Boulder, Colorado	$53K	-$808	3	0.01%	Reduced
1265	FWM Focused Wealth Management Newburgh, New York	$52K	-$1.67K	3	0.02%	Reduced
1266	MIC MU Investments Company Tokyo, Japan	$52K	-$9.29K	1	0.04%	Reduced
1267	CBT Central Bank & Trust Lexington, Kentucky	$51K	-$4.89K	2	0.01%	Reduced
1268	PB Pinnacle Bancorp Beatrice, Nebraska	$51K	+$50.1K	1	0.04%	New
1269	SAM Solaris Asset Management New York	$51K	$0	1	0.03%	Maintained
1270	CHC City Holding Co Charleston, West Virginia	$50K	$0	1	0.02%	Maintained
1271	TW Transform Wealth Greenwood Village, Colorado	$49K	+$48.8K	1	0.02%	New
1272	RFM Royal Fund Management Lady Lake, Florida	$48K	$0	1	0.02%	Maintained
1273	FCB First Command Bank Fort Worth, Texas	$46K	+$5.15K	1	0.03%	Increased
1274	FCFS First Command Financial Services Fort Worth, Texas	$46K	+$5.15K	1	0.03%	Increased
1275	Harvest Fund Management Beijing, China	$45K	-$34K	1	0.01%	Reduced