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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	CCM Crossvault Capital Management San Antonio, Texas	$373K	+$470K	1	0.21%	New
1477	CL CSS LLC Chicago, Illinois	$370K	+$405K	1	0.02%	New
1478	HR Hayden Royal Charlotte, North Carolina	$369K	+$366K	1	0.19%	New
1479	One Capital Management Westlake Village, California	$366K	-$6.25K	1	0.07%	Reduced
1480	AIA Arrow Investment Advisors Laurel, Maryland	$364K	-$30.2K	1	0.14%	Reduced
1481	FA Fortis Advisors Wayne, Pennsylvania	$364K	+$62.9K	2	0.22%	Increased
1482	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$364K	+$205K	1	0.02%	Increased
1483	LCM Lucha Capital Management San Francisco, California	$362K	-$10M	1	0.12%	Reduced
1484	ER Enlightenment Research Miami, Florida	$357K	+$433K	2	0.44%	New
1485	NIA Northstar Investment Advisors Denver, Colorado	$355K	+$351K	1	0.08%	New
1486	HCM Hilton Capital Management Garden City, New York	$351K	$0	1	0.06%	Maintained
1487	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$350K	+$17.6K	3	0.17%	Increased
1488	MFP Meridian Financial Partners Warrenton, Virginia	$349K	+$345K	1	0.47%	New
1489	TWI Thomas White International Chicago, Illinois	$348K	$0	1	0.07%	Maintained
1490	SCM Symons Capital Management Pittsburgh, Pennsylvania	$345K	-$73.7K	1	0.14%	Reduced
1491	BOS Bank of Stockton Stockton, California	$344K	$0	1	0.21%	Maintained
1492	CCT Capital City Trust Tallahassee, Florida	$343K	+$15K	1	0.16%	Increased
1493	WA WBH Advisory Baltimore, Maryland	$343K	+$90.2K	1	0.08%	Increased
1494	BAC Boys Arnold & Co Asheville, North Carolina	$340K	+$117K	1	0.06%	Increased
1495	DCM DAFNA Capital Management Los Angeles, California	$340K	+$129K	1	0.17%	Increased
1496	EP Wealth Advisors Torrance, California	$340K	-$14.4K	1	0.03%	Reduced
1497	GAG GM Advisory Group Melville, New York	$339K	+$12K	1	0.13%	Increased
1498	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$339K	+$110K	3	0.07%	Increased
1499	AC Alexandria Capital Arlington, Virginia	$336K	-$416	1	0.05%	Reduced
1500	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$336K	-$250K	1	0.07%	Reduced