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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	Exencial Wealth Advisors Oklahoma City, Oklahoma	$450K	+$446K	1	0.12%	New
1427	YWP YorkBridge Wealth Partners New York	$450K	-$45.1K	3	0.24%	Reduced
1428	IFG Advisory Atlanta, Georgia	$449K	-$530K	1	0.11%	Reduced
1429	1WA 180 Wealth Advisors Federal Way, Washington	$448K	$0	1	0.21%	Maintained
1430	BWM BerganKDV Wealth Management Bloomington, Minnesota	$446K	+$35.9K	1	0.1%	Increased
1431	ARMT Amica Retiree Medical Trust Lincoln, Rhode Island	$444K	$0	1	0.42%	Maintained
1432	Buckingham Strategic Wealth Clayton, Missouri	$444K	-$304K	1	0.07%	Reduced
1433	PCG Private Capital Group West Hartford, Connecticut	$444K	+$44K	4	0.1%	Increased
1434	QOP Quinn Opportunity Partners Charlottesville, Virginia	$442K	$0	1	0.06%	Maintained
1435	PWMG Prestige Wealth Management Group Flemington, New Jersey	$437K	+$433K	2	0.32%	New
1436	Integrated Wealth Concepts Waltham, Massachusetts	$436K	+$81.3K	1	0.12%	Increased
1437	CA Cornerstone Advisory Hunt Valley, Maryland	$433K	+$110K	1	0.11%	Increased
1438	F F3Logic Burnsville, Minnesota	$430K	+$538K	1	0.13%	New
1439	PL Parkwood LLC Cleveland, Ohio	$425K	+$421K	1	0.1%	New
1440	CAN Claraphi Advisory Network Aliso Viejo, United States	$423K	-$212K	1	0.32%	Reduced
1441	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$420K	$0	1	0.07%	Maintained
1442	KLCM KG&L Capital Management Saint Francisville, Louisiana	$420K	+$417K	1	0.47%	New
1443	GEA Glen Eagle Advisors Kingston, New Jersey	$415K	+$211K	2	0.35%	Increased
1444	SH SeaTown Holdings Singapore	$414K	-$3.75M	1	0.18%	Reduced
1445	CC Cypress Capital Franklin, Tennessee	$410K	+$455K	1	0.19%	New
1446	AFA Arlington Financial Advisors Santa Barbara, California	$409K	-$480K	1	0.17%	Reduced
1447	JFA Johanson Financial Advisors Campbell, California	$408K	-$9.83K	1	0.27%	Reduced
1448	Fayez Sarofim & Co Houston, Texas	$406K	$0	1	0%	Maintained
1449	GLA Good Life Advisors Reading, Pennsylvania	$406K	-$240K	1	0.13%	Reduced
1450	OAM Oak Asset Management Westlake Village, California	$402K	+$16.7K	1	0.3%	Increased