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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
1526	Qube Research & Technologies (QRT) London, United Kingdom	$132K	-$835K	1	0.08%	Reduced
1527	Allworth Financial Folsom, California	$131K	+$28.5K	2	0.01%	Increased
1528	QAM QCI Asset Management Pittsford, New York	$131K	$0	1	0.01%	Maintained
1529	FWM Focused Wealth Management Newburgh, New York	$128K	-$690	3	0.04%	Reduced
1530	BRC Bell Rock Capital Rehoboth Beach, Delaware	$122K	$0	1	0.06%	Maintained
1531	TW Transform Wealth Greenwood Village, Colorado	$120K	$0	1	0.02%	Maintained
1532	AIM Arcadia Investment Management Kalamazoo, Michigan	$119K	$0	1	0.03%	Maintained
1533	FCB First Command Bank Fort Worth, Texas	$117K	$0	1	0.03%	Maintained
1534	FCFS First Command Financial Services Fort Worth, Texas	$117K	$0	1	0%	Maintained
1535	OC Oakworth Capital Birmingham, Alabama	$115K	-$2.63K	1	0.02%	Reduced
1536	AIM Advantage Investment Management Cedar Rapids, Iowa	$114K	-$503K	2	0.08%	Reduced
1537	Squarepoint New York	$112K	-$2.96M	1	0%	Reduced
1538	ACS Archford Capital Strategies Swansea, Illinois	$111K	+$49.8K	2	0.04%	Increased
1539	AC Avestar Capital New York	$110K	+$7.41K	4	0.07%	Increased
1540	SWP Strategic Wealth Partners Independence, Ohio	$109K	-$12K	1	0.06%	Reduced
1541	WAS Winch Advisory Services Appleton, Wisconsin	$109K	+$4.78K	1	0.06%	Increased
1542	AA AlphaMark Advisors Ft. Wright, Kentucky	$106K	$0	1	0.04%	Maintained
1543	PMFA Plante Moran Financial Advisors Southfield, Michigan	$104K	-$31.1K	5	0.05%	Reduced
1544	CAL Capital Advisors Ltd Shaker Heights, Ohio	$103K	+$49.3K	2	0.03%	Increased
1545	SBL Sargent Bickham Lagudis Boulder, Colorado	$102K	-$48.2K	4	0.01%	Reduced
1546	CHC City Holding Co Charleston, West Virginia	$98K	$0	1	0.03%	Maintained
1547	KJWM Kiley Juergens Wealth Management Olympia, Washington	$96K	+$91.6K	3	0.09%	New
1548	IAS IMA Advisory Services Denver, Colorado	$95K	-$1.3M	2	0.04%	Reduced
1549	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$94K	-$18.8K	2	0.11%	Reduced
1550	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$92K	$0	2	0.07%	Maintained