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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	VIM Veritas Investment Management London, United Kingdom	$285K	$0	1	0.04%	Maintained
1327	BMC Benin Management Corp Wilton, Connecticut	$283K	+$9.15K	1	0.11%	Increased
1328	Voloridge Investment Management Jupiter, Florida	$283K	-$38.1M	1	0.01%	Reduced
1329	WP WealthPLAN Partners Omaha, Nebraska	$282K	-$1.45K	1	0.08%	Reduced
1330	DII Domini Impact Investments New York	$280K	-$952	1	5.74%	Reduced
1331	MCM MV Capital Management Bethesda, Maryland	$280K	-$5.86K	2	0.08%	Reduced
1332	1WA 180 Wealth Advisors Federal Way, Washington	$279K	+$274K	1	0.14%	New
1333	CWM Cornerstone Wealth Management St. Peters, Missouri	$278K	$0	1	0.05%	Maintained
1334	AssetMark Inc Concord, California	$277K	-$44.9K	3	0%	Reduced
1335	BA Birinyi Associates Westport, Connecticut	$276K	+$271K	1	0.12%	New
1336	HIC Holderness Investments Company Greensboro, North Carolina	$276K	+$271K	1	0.14%	New
1337	Nuveen Fund Advisors Chicago, Illinois	$274K	-$183K	1	0.08%	Reduced
1338	FGC Financial Gravity Companies Lakeway, Texas	$273K	+$233K	2	0.31%	New
1339	FP Foundry Partners Minneapolis, Minnesota	$273K	-$16.6K	1	0.01%	Reduced
1340	MNBTD Moody National Bank Trust Division Galveston, Texas	$272K	$0	1	0.01%	Maintained
1341	CC Courier Capital Buffalo, New York	$270K	$0	1	0.03%	Maintained
1342	GLI Guardian Life Insurance New York	$269K	+$78.9K	1	0.06%	Increased
1343	HM Payson & Co Portland, Maine	$269K	+$264K	1	0.01%	New
1344	SACTSONJ Supplemental Annuity Collective Trust (SACT) of New Jersey Trenton, New Jersey	$269K	-$93.2K	1	0.11%	Reduced
1345	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$268K	+$49.5K	2	0.02%	Increased
1346	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$266K	-$19.3K	1	0.03%	Reduced
1347	CA Cambridge Advisors Omaha, Nebraska	$264K	$0	1	0.1%	Maintained
1348	SG StoneX Group New York	$264K	+$278K	1	0.28%	New
1349	Crestwood Advisors Group Boston, Massachusetts	$263K	+$940	1	0.02%	Increased
1350	CAM Concorde Asset Management Ann Arbor, Michigan	$262K	-$608K	1	0.33%	Reduced