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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
1476	GSWM Greenup Street Wealth Management Ann Arbor, Michigan	$1.84M	-$150K	1	0.22%	Reduced
1477	WAM Weinberger Asset Management Los Angeles, California	$1.84M	$0	1	0.59%	Maintained
1478	MWM Meadowbrook Wealth Management Garden City, New York	$1.83M	+$142K	1	1.98%	Increased
1479	BCM Bienville Capital Management New York	$1.83M	-$13M	1	0.24%	Reduced
1480	Mather Group Chicago, Illinois	$1.83M	+$458K	13	0.02%	Increased
1481	SSG Summit Securities Group New York	$1.83M	+$593K	8	0.18%	Increased
1482	QPWM Quadrant Private Wealth Management Center Valley, Pennsylvania	$1.83M	-$315K	3	0.41%	Reduced
1483	1WA 180 Wealth Advisors Federal Way, Washington	$1.82M	+$307K	4	0.18%	Increased
1484	BAM Blueshift Asset Management Red Bank, New Jersey	$1.82M	+$1.34M	6	0.42%	Increased
1485	VFO Virtus Family Office El Paso, Texas	$1.82M	+$301K	1	1.44%	Increased
1486	BCA Bay Colony Advisors Concord, Massachusetts	$1.81M	+$278K	3	0.2%	Increased
1487	SOS Silver Oak Securities Jackson, Tennessee	$1.81M	+$60.1K	3	0.11%	Increased
1488	Empirical Wealth Management Seattle, Washington	$1.81M	+$566K	3	0.03%	Increased
1489	FIG FSA Investment Group Pensacola, Florida	$1.81M	+$1.09M	1	0.59%	Increased
1490	AWC Abundance Wealth Counselors State College, Pennsylvania	$1.8M	+$918K	3	0.12%	Increased
1491	CDMG Creek Drive Management Group San Francisco, California	$1.79M	-$12.9M	1	0.87%	Reduced
1492	QPBE Quintet Private Bank (Europe) Luxembourg	$1.78M	-$96.5K	4	0.11%	Reduced
1493	TCM Traynor Capital Management Malvern, Pennsylvania	$1.78M	-$113K	8	0.08%	Reduced
1494	FRA Frank Rimerman Advisors Palo Alto, California	$1.78M	-$1.68M	4	0.1%	Reduced
1495	WWM Walser Wealth Management Tampa, Florida	$1.78M	-$126K	3	0.74%	Reduced
1496	Gabelli Funds Rye, New York	$1.77M	+$1.62M	2	0.01%	Increased
1497	WW Windle Wealth Oklahoma City, Oklahoma	$1.77M	+$903	1	0.71%	Increased
1498	LF LifePlan Financial Mankato, Minnesota	$1.77M	+$205K	1	1.24%	Increased
1499	GP GLR Partners Columbia, Maryland	$1.77M	-$103K	1	0.82%	Reduced
1500	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$1.77M	+$2.01M	1	0.1%	New