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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
1301	QCMC Quantum Capital Management (California) San Francisco, California	$385K	-$240K	1	0.09%	Reduced
1302	FLI Family Legacy Inc Greenville, South Carolina	$382K	+$19K	1	0.35%	Increased
1303	AE Wealth Management Topeka, Kansas	$381K	-$14K	1	0.03%	Reduced
1304	LWS Lucia Wealth Services San Diego, California	$381K	+$398K	1	0.12%	New
1305	AAP Ardsley Advisory Partners Stamford, Connecticut	$379K	+$397K	1	0.06%	New
1306	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$379K	$0	1	0.06%	Maintained
1307	KIG Kessler Investment Group Columbus, Indiana	$378K	-$185K	1	0.48%	Reduced
1308	BAM Boyar Asset Management New York	$373K	-$7.93K	1	0.27%	Reduced
1309	BSPF British Steel Pension Fund London, United Kingdom	$373K	$0	1	0.04%	Maintained
1310	BIA Bigelow Investment Advisors Portland, Maine	$370K	+$4.76K	1	0.25%	Increased
1311	SP Successful Portfolios Clearwater, Florida	$368K	-$3.41K	1	0.45%	Reduced
1312	GBA Garrison Bradford & Associates New York	$366K	$0	1	0.31%	Maintained
1313	Moneta Group Investment Advisors St Louis, Missouri	$365K	-$515K	1	0.05%	Reduced
1314	PM Parametrica Management Wanchai, Hong Kong	$365K	+$382K	1	0.45%	New
1315	SCM Stonepine Capital Management Bend, Oregon	$365K	+$362K	1	0.2%	New
1316	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$364K	+$13.9K	1	0.12%	Increased
1317	BWM BerganKDV Wealth Management Bloomington, Minnesota	$359K	-$50.4K	1	0.1%	Reduced
1318	SV Sturgeon Ventures London, United Kingdom	$359K	+$375K	1	0.16%	New
1319	LCP Legacy Capital Partners Milwaukee, Wisconsin	$358K	+$13.9K	1	0.18%	Increased
1320	BCA Berman Capital Advisors Atlanta, Georgia	$357K	+$125K	1	0.14%	Increased
1321	NewEdge Advisors New Orleans, Louisiana	$356K	+$376K	1	0.04%	New
1322	SignatureFD Atlanta, Georgia	$355K	+$68.8K	4	0.04%	Increased
1323	WP WealthPLAN Partners Omaha, Nebraska	$355K	+$68.1K	1	0.08%	Increased
1324	CRWM Castle Rock Wealth Management Walnut Creek, California	$353K	+$369K	1	0.58%	New
1325	AWA ARS Wealth Advisors St. Petersburg, Florida	$352K	-$71K	1	0.13%	Reduced