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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
1451	SMA Sage Mountain Advisors Atlanta, Georgia	$1.93M	-$41.5K	3	0.12%	Reduced
1452	SWA Stratos Wealth Advisors Beachwood, Ohio	$1.93M	-$2.81M	5	0.11%	Reduced
1453	Sowell Financial Services North Little Rock, Arkansas	$1.93M	-$13.7K	6	0.06%	Reduced
1454	VFG Victory Financial Group Austin, Texas	$1.93M	+$700K	3	0.2%	Increased
1455	MHS M Holdings Securities Portland, Oregon	$1.92M	-$14.4K	2	0.26%	Reduced
1456	SW SVB Wealth Boston, Massachusetts	$1.92M	-$799K	1	0.12%	Reduced
1457	LCM Lonestar Capital Management San Francisco, California	$1.91M	+$1.95M	1	0.55%	New
1458	SOW State of Wyoming Cheyenne, Wyoming	$1.91M	+$52.2K	17	0.19%	Increased
1459	CIA Cascade Investment Advisors Oregon City, Oregon	$1.91M	+$433K	1	1.04%	Increased
1460	VWM Valley Wealth Managers Paramus, New Jersey	$1.91M	+$177K	3	0.11%	Increased
1461	PWP Principle Wealth Partners Madison, Connecticut	$1.91M	+$231K	3	0.09%	Increased
1462	MLCM M & L Capital Management London, United Kingdom	$1.91M	-$9.75M	1	0.52%	Reduced
1463	AWM Angeles Wealth Management Santa Monica, California	$1.9M	+$608K	3	0.09%	Increased
1464	BW BXM Wealth Englewood, Colorado	$1.9M	+$231K	3	1.03%	Increased
1465	AlphaCore Capital La Jolla, California	$1.89M	+$458K	7	0.03%	Increased
1466	AIM Anchor Investment Management Columbia, South Carolina	$1.89M	+$239K	7	0.14%	Increased
1467	FAM Fairtree Asset Management Bellville, Cape Town, South Africa	$1.88M	+$1.57M	1	0.72%	New
1468	SCP Silverleafe Capital Partners Germantown, Tennessee	$1.87M	$0	1	0.51%	Maintained
1469	NA Navellier & Associates Reno, Nevada	$1.87M	+$271K	2	0.15%	Increased
1470	BWM Bluebird Wealth Management Medfield, Massachusetts	$1.86M	-$530K	2	1.62%	Reduced
1471	TAP Tounjian Advisory Partners Fort Myers, Florida	$1.86M	+$2.26M	4	0.8%	New
1472	SWIG Strategic Wealth Investment Group Louisville, Kentucky	$1.86M	-$1.36K	1	0.23%	Reduced
1473	Daymark Wealth Partners Cincinnati, Ohio	$1.86M	+$269K	6	0.05%	Increased
1474	CRI Colonial River Investments Midlothian, Virginia	$1.86M	-$57.4K	2	0.53%	Reduced
1475	AC Amitell Capital Singapore	$1.85M	+$2.1M	1	1.69%	New