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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	Choreo LLC Rockford, Illinois	$375K	+$47K	1	0.05%	Increased
1552	Peconic Partners New York	$375K	$0	1	0.08%	Maintained
1553	LHC Little House Capital Braintree, Massachusetts	$373K	+$352K	3	0.28%	New
1554	MAM Meeder Asset Management Dublin, Ohio	$372K	+$201K	3	0.03%	Increased
1555	TIS Tortoise Index Solutions Overland Park, Kansas	$372K	+$349K	2	0.11%	New
1556	IHT Wealth Management Chicago, Illinois	$371K	+$19.7K	1	0.06%	Increased
1557	Accredited Investors Edina, Minnesota	$370K	+$61.5K	1	0.07%	Increased
1558	HRT Financial New York	$370K	-$381K	1	0.06%	Reduced
1559	MFG Monte Financial Group Guilford, Connecticut	$370K	-$5.49K	1	0.32%	Reduced
1560	SAM Selway Asset Management	$370K	+$16.1K	1	0.25%	Increased
1561	CWG Cornerstone Wealth Group Huntersville, North Carolina	$368K	+$304K	1	0.09%	New
1562	PCP Proficio Capital Partners Newton, Massachusetts	$368K	+$242K	3	0.13%	Increased
1563	DMC Drexel Morgan & Co Radnor, Pennsylvania	$366K	$0	1	0.32%	Maintained
1564	FA Fortis Advisors Wayne, Pennsylvania	$366K	$0	2	0.19%	Maintained
1565	RPC Rossmore Private Capital Glastonbury, Connecticut	$366K	-$1.14K	1	0.13%	Reduced
1566	FPCP Fort Point Capital Partners San Francisco, California	$365K	-$168K	1	0.16%	Reduced
1567	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$365K	+$12.3K	1	0.14%	Increased
1568	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$364K	$0	1	0.02%	Maintained
1569	HR Hayden Royal Charlotte, North Carolina	$363K	-$84.5K	1	0.47%	Reduced
1570	Impax Asset Management Group London, United Kingdom	$363K	+$65.5K	1	0.01%	Increased
1571	WEC Winslow Evans & Crocker Boston, Massachusetts	$362K	+$30.7K	4	0.1%	Increased
1572	Ashton Thomas Private Wealth Scottsdale, Arizona	$362K	+$330K	1	0.15%	New
1573	WCWM Willow Creek Wealth Management Sebastopol, California	$360K	$0	1	0.18%	Maintained
1574	HCM HGI Capital Management New York	$358K	$0	1	0.19%	Maintained
1575	LOAMS Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland	$358K	$0	1	0.04%	Maintained