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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
1401	Asset Dedication LLC San Francisco, California	$487K	-$9.8K	3	0.2%	Reduced
1402	Point72 Hong Kong Hong Kong	$486K	+$38K	5	0.23%	Increased
1403	Segall Bryant & Hamill Chicago, Illinois	$486K	-$162K	1	0.01%	Reduced
1404	RIM Regent Investment Management Louisville, Kentucky	$485K	+$39.1K	1	0.18%	Increased
1405	Boston Financial Management Boston, Massachusetts	$484K	-$63.8K	1	0.03%	Reduced
1406	Landsberg Bennett & Dubbaneh Punta Gorda, Florida	$481K	+$497K	2	0.18%	New
1407	RWA Ropes Wealth Advisors Boston, Massachusetts	$479K	-$43.3K	1	0.14%	Reduced
1408	AlphaStar Capital Management Cornelius, North Carolina	$478K	+$59.8K	1	0.15%	Increased
1409	AFNAS American Financial Network Advisory Services Calabasas, California	$478K	-$54.8K	1	0.34%	Reduced
1410	C Cerebellum San Francisco, California	$476K	+$381K	2	0.33%	Increased
1411	TA TFG Advisers Auburn Hills, Michigan	$467K	+$463K	1	0.39%	New
1412	Balasa Dinverno & Foltz	$466K	-$431K	1	0.06%	Reduced
1413	Howland Capital Management Boston, Massachusetts	$465K	$0	1	0.04%	Maintained
1414	Calamos Wealth Management Naperville, Illinois	$464K	+$460K	1	0.07%	New
1415	Carson Wealth (CWM LLC) Omaha, Nebraska	$464K	+$189K	4	0.01%	Increased
1416	Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$464K	+$514K	3	0.27%	New
1417	NERM New England Research & Management Chicago, Illinois	$463K	-$410K	1	0.36%	Reduced
1418	LCM Leisure Capital Management Costa Mesa, California	$461K	+$27.4K	1	0.43%	Increased
1419	CMT Capital Markets Trading Frankfurt, Germany	$460K	+$579K	1	0.01%	New
1420	DII Domini Impact Investments New York	$457K	+$14.8K	1	9.21%	Increased
1421	Sky Investment Group Hartford, Connecticut	$457K	-$3.16K	1	0.19%	Reduced
1422	Fort Point Capital Partners San Francisco, California	$455K	+$114K	2	0.18%	Increased
1423	FCM Flinton Capital Management Philadelphia, Pennsylvania	$452K	$0	2	0.02%	Maintained
1424	Montag & Associates Atlanta, Georgia	$452K	-$59.1K	1	0.05%	Reduced
1425	Lake Street Advisors Group Portsmouth, New Hampshire	$451K	+$7.41K	1	0.05%	Increased