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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
1426	BWP Balboa Wealth Partners Scottsdale, Arizona	$2.08M	+$28K	4	0.28%	Increased
1427	EA Echo45 Advisors Walnut Creek, California	$2.06M	-$7.52K	1	1.06%	Reduced
1428	WAS Westco Advisory Services Lynbrook, New York	$2.06M	-$89.4K	1	1.24%	Reduced
1429	AWP Ascent Wealth Partners New Hartford, New York	$2.05M	+$67.2K	4	0.21%	Increased
1430	CW Channel Wealth Santa Barbara, California	$2.05M	+$1.44M	1	0.46%	Increased
1431	AIM Aspen Investment Management Grand Rapids, Michigan	$2.04M	-$720K	2	0.55%	Reduced
1432	UAS United Asset Strategies Garden City, New York	$2.04M	-$951K	3	0.14%	Reduced
1433	UMB Bank Kansas City, Missouri	$2.04M	-$3.3M	19	0.03%	Reduced
1434	WLG Williamson Legacy Group Carmel, Indiana	$2.04M	+$1.71M	1	1.01%	New
1435	CI Cigna Investments Bloomfield, Connecticut	$2.04M	-$13.8K	5	0.26%	Reduced
1436	Emerald Mutual Fund Advisers Trust Leola, Pennsylvania	$2.03M	-$1.53M	2	0.07%	Reduced
1437	ACA Arsenal Capital Advisors Conshohocken, Pennsylvania	$2.02M	+$92.6K	1	1.19%	Increased
1438	CUAMC China Universal Asset Management Company Shanghai, China	$2.01M	+$193K	2	0.12%	Increased
1439	EPW Evolve Private Wealth Los Angeles, California	$2M	-$1.22M	4	0.12%	Reduced
1440	EF Evanson Financial Mclean, Virginia	$2M	+$1.88M	2	0.1%	New
1441	HWA HHM Wealth Advisors Chattanooga, Tennessee	$1.99M	+$88.8K	13	0.2%	Increased
1442	AU AlphaGrep UK London,	$1.99M	-$416K	6	0.59%	Reduced
1443	QCM Qsemble Capital Management New York	$1.99M	-$1.87M	3	0.26%	Reduced
1444	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$1.98M	-$497K	6	0.11%	Reduced
1445	LGT Group Foundation Vaduz, Liechtenstein	$1.98M	+$171K	3	0.02%	Increased
1446	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$1.97M	$0	1	0.46%	Maintained
1447	YMRC Yorktown Management & Research Company Forest, Virginia	$1.94M	+$569K	5	1.19%	Increased
1448	ML McAdam LLC Philadelphia, Pennsylvania	$1.94M	+$336K	4	0.07%	Increased
1449	HS HighVista Strategies Boston, Massachusetts	$1.94M	-$652K	1	0.44%	Reduced
1450	DFC DB Fitzpatrick & Co Boise, Idaho	$1.94M	-$24.4K	2	1.56%	Reduced