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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
1551	FP Foundry Partners Minneapolis, Minnesota	$207K	-$26.1K	1	0.01%	Reduced
1552	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$207K	+$205K	1	0.12%	New
1553	HWA HCR Wealth Advisors Los Angeles, California	$206K	+$207K	1	0.07%	New
1554	LIC Lodestar Investment Counsel Chicago, Illinois	$206K	+$207K	1	0.02%	New
1555	WA1 Wimmer Associates 1 Pasadena, California	$206K	+$207K	1	0.17%	New
1556	OWA One Wealth Advisors San Francisco, California	$201K	$0	2	0.15%	Maintained
1557	DOA D'Orazio & Associates Falls Church, Virginia	$199K	$0	2	0.07%	Maintained
1558	AP Arlington Partners Birmingham, Alabama	$198K	+$154K	1	0.14%	New
1559	MUS Mitsubishi UFJ Securities Tokyo, Japan	$197K	$0	1	0.63%	Maintained
1560	EWM Endurance Wealth Management Providence, Rhode Island	$192K	-$251K	1	0.03%	Reduced
1561	SAM Sectoral Asset Management Montreal, Quebec, Canada	$192K	+$182K	1	0.02%	New
1562	Heritage Wealth Advisors Richmond, Virginia	$186K	+$187K	1	0.04%	New
1563	UA Unison Advisors Washington, District of Columbia	$186K	+$4.71K	1	0.13%	Increased
1564	Krilogy Financial St. Louis, Missouri	$184K	+$175K	2	0.04%	New
1565	Simon Quick Advisors Morristown, New Jersey	$184K	-$89.7K	1	0.07%	Reduced
1566	C Cerebellum San Francisco, California	$182K	-$4.75K	1	0.29%	Reduced
1567	NSIM North Star Investment Management Chicago, Illinois	$180K	-$254	3	0.02%	Reduced
1568	CF Centaurus Financial Anaheim, California	$178K	-$211K	1	0.03%	Reduced
1569	GC Grace Capital Quincy, Massachusetts	$178K	$0	1	0.07%	Maintained
1570	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$177K	-$12K	3	0.06%	Reduced
1571	OGC Oak Grove Capital North Hampton, New Hampshire	$176K	+$176K	1	0.15%	New
1572	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$175K	+$188K	2	0.09%	New
1573	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$174K	+$22.6K	1	0.01%	Increased
1574	Prime Capital Investment Advisors Overland Park, Kansas	$172K	-$212K	1	0.05%	Reduced
1575	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$171K	+$27.7K	1	0.07%	Increased