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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	CPA Clear Perspective Advisors Aurora, Illinois	$639K	-$63.3K	1	0.53%	Reduced
1327	Belpointe Asset Management Reno, Nevada	$636K	-$1.01M	1	0.16%	Reduced
1328	PFS Physicians Financial Services Raleigh, North Carolina	$634K	+$287K	1	0.46%	Increased
1329	Sheets Smith Wealth Management Winston-Salem, North Carolina	$633K	-$857K	1	0.17%	Reduced
1330	MCM Mork Capital Management Healdsburg, California	$631K	$0	1	0.59%	Maintained
1331	Freestone Capital Holdings Seattle, Washington	$626K	+$324K	1	0.04%	Increased
1332	AGA Accuvest Global Advisors Provo, Utah	$625K	-$535K	1	0.32%	Reduced
1333	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$624K	$0	2	0.37%	Maintained
1334	ACM Allred Capital Management Dallas, Texas	$623K	+$687K	2	0.42%	New
1335	NIC Northwest Investment Counselors Lake Oswego, Oregon	$623K	+$12.5K	1	0.27%	Increased
1336	Horan Capital Management Hunt Valley, Maryland	$616K	-$28.2K	1	0.13%	Reduced
1337	AFC AFT Forsyth & Company West Palm Beach, Florida	$614K	-$143K	1	0.61%	Reduced
1338	Rehmann Capital Advisory Group Lansing, Michigan	$614K	-$295K	4	0.09%	Reduced
1339	Resources Management Corp West Hartford, Connecticut	$610K	-$15.7K	3	0.14%	Reduced
1340	EVM Evelyn V. Moreno	$609K	-$105K	1	0.2%	Reduced
1341	AE Wealth Management Topeka, Kansas	$608K	+$44.5K	2	0.1%	Increased
1342	Guyasuta Investment Advisors Pittsburgh, Pennsylvania	$606K	-$248K	1	0.07%	Reduced
1343	HRT Financial New York	$605K	-$236K	1	0.09%	Reduced
1344	Alpha Omega Wealth Management Richmond, Virginia	$600K	$0	1	0.3%	Maintained
1345	Laurel Wealth Advisors (California) Solana Beach, California	$595K	-$277K	2	0.18%	Reduced
1346	Pacer Advisors Malvern, Pennsylvania	$595K	-$12.5M	2	0.02%	Reduced
1347	BCWM Blue Chip Wealth Management Miami Beach, Florida	$592K	-$125K	1	0.78%	Reduced
1348	Sun Life Financial Toronto, Ontario, Canada	$589K	+$1.92K	1	0.12%	Increased
1349	Savant Capital Rockford, Illinois	$584K	-$4.66K	1	0.12%	Reduced
1350	ASA Armstrong Shaw Associates New Canaan, Connecticut	$580K	$0	1	0.61%	Maintained