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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
1326	EWS Evergreen Wealth Solutions Williamsport, Pennsylvania	$2.67M	+$2.43M	2	0.14%	Increased
1327	BOK Financial Tulsa, Oklahoma	$2.66M	+$1.09M	10	0.04%	Increased
1328	Modera Wealth Management Westwood, New Jersey	$2.65M	-$126K	2	0.03%	Reduced
1329	HWM Hohimer Wealth Management Seattle, Washington	$2.65M	+$101K	1	0.26%	Increased
1330	Employees Retirement System of Texas Austin, Texas	$2.65M	+$184K	2	0.02%	Increased
1331	FRM Fox Run Management Greenwich, Connecticut	$2.64M	+$2.51M	2	0.44%	New
1332	Ashton Thomas Private Wealth Scottsdale, Arizona	$2.64M	+$116K	10	0.05%	Increased
1333	PBCM Point Break Capital Management Miami, Florida	$2.63M	+$2.43M	1	2.87%	New
1334	MIG Mariner Investment Group Harrison, New York	$2.62M	+$2.21M	3	0.57%	Increased
1335	CCP Carmel Capital Partners San Diego, California	$2.62M	+$792K	1	0.86%	Increased
1336	VCP Verus Capital Partners Scottsdale, Arizona	$2.62M	+$1.12M	4	0.14%	Increased
1337	YWM Yoder Wealth Management Walnut Creek, California	$2.62M	$0	1	1.02%	Maintained
1338	HCM Hollencrest Capital Management Newport Beach, California	$2.61M	-$177K	23	0.17%	Reduced
1339	AIP Almanack Investment Partners Wayne, Pennsylvania	$2.6M	+$2.78M	9	0.33%	Increased
1340	EA Emerald Advisors Bellevue, Washington	$2.6M	+$132K	2	0.33%	Increased
1341	RBC Romano Brothers & Co Evanston, Illinois	$2.6M	-$20.9K	1	0.26%	Reduced
1342	LAM LECAP Asset Management London, United Kingdom	$2.59M	+$1.7M	2	1.11%	Increased
1343	MC Martin & Co Knoxville, Tennessee	$2.57M	+$12.1K	1	0.4%	Increased
1344	Sagespring Wealth Partners Franklin, Tennessee	$2.57M	+$200K	4	0.04%	Increased
1345	SP Stablepoint Partners Braintree, Massachusetts	$2.57M	-$161K	2	0.36%	Reduced
1346	USPCM Union Square Park Capital Management New York	$2.55M	+$597K	2	0.92%	Increased
1347	Needham Investment Management New York	$2.55M	-$1.63M	1	0.08%	Reduced
1348	Larson Financial Group St Louis, Missouri	$2.55M	-$279K	34	0.07%	Reduced
1349	CreativeOne Wealth Overland Park, Kansas	$2.54M	+$140K	8	0.05%	Increased
1350	IP Intellectus Partners San Francisco, California	$2.54M	-$93.8K	3	0.44%	Reduced