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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	SMC Smith, Moore & Co Clayton, Missouri	$283K	-$280K	1	0.08%	Reduced
1552	GLI Guardian Life Insurance New York	$282K	+$1.92K	1	0.05%	Increased
1553	LC Lindbrook Capital Calabasas, California	$280K	+$308K	4	0.14%	New
1554	Peconic Partners New York	$280K	+$106K	1	0.07%	Increased
1555	SBSB Sullivan, Bruyette, Speros & Blaney Mclean, Virginia	$280K	-$23.7K	1	0.02%	Reduced
1556	TCM Tufton Capital Management Hunt Valley, Maryland	$280K	-$140K	1	0.07%	Reduced
1557	SWRP Summit Wealth & Retirement Planning San Ramon, California	$279K	+$310K	1	0.21%	New
1558	TTWM TCV Trust & Wealth Management Richmond, Virginia	$278K	$0	1	0.04%	Maintained
1559	Burney Company Reston, Virginia	$277K	+$60.4K	1	0.02%	Increased
1560	TCA Teewinot Capital Advisers New York	$277K	$0	1	0.12%	Maintained
1561	JWM JGP Wealth Management Bend, Oregon	$276K	+$8.33K	1	0.11%	Increased
1562	AWM Altavista Wealth Management Asheville, North Carolina	$275K	$0	1	0.11%	Maintained
1563	NB Nicolet Bankshares Green Bay, Wisconsin	$275K	+$11.7K	1	0.13%	Increased
1564	CCM Community Capital Management Plantation, Florida	$273K	+$270K	1	0.4%	New
1565	Sequoia Financial Advisors Akron, Ohio	$272K	-$252K	1	0.03%	Reduced
1566	Crestwood Advisors Group Boston, Massachusetts	$271K	-$8.74K	1	0.02%	Reduced
1567	HCM Highlander Capital Management Short Hills, New Jersey	$271K	-$145K	2	0.18%	Reduced
1568	FIM Freedom Investment Management Hartford, Connecticut	$270K	-$164K	1	0.02%	Reduced
1569	WCWM Willow Creek Wealth Management Sebastopol, California	$270K	+$339K	1	0.14%	New
1570	CFA Carroll Financial Associates Charlotte, North Carolina	$268K	+$6.37K	2	0.03%	Increased
1571	LC LCNB Corp Lebanon, Ohio	$268K	$0	1	0.22%	Maintained
1572	WEC Winslow Evans & Crocker Boston, Massachusetts	$268K	-$412K	3	0.09%	Reduced
1573	LCP Legacy Capital Partners Milwaukee, Wisconsin	$267K	-$22.9K	1	0.14%	Reduced
1574	AAM Augustine Asset Management Jacksonville, Florida	$266K	$0	1	0.18%	Maintained
1575	BI Bramshill Investments Naples, Florida	$265K	$0	1	0.04%	Maintained