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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
1576	RA Ruggaard & Associates Hudson, Ohio	$1.5M	+$1.63M	1	0.54%	New
1577	SBF Sara-Bay Financial Sarasota, Florida	$1.5M	+$563K	1	0.4%	Increased
1578	DCU Dara Capital US Miami, Florida	$1.49M	+$489K	5	1.03%	Increased
1579	Kovitz Investment Group Partners Chicago, Illinois	$1.48M	-$10.5M	4	0.03%	Reduced
1580	THC Truffle Hound Capital Bethesda, Maryland	$1.47M	$0	1	0.31%	Maintained
1581	PP Pingora Partners Wilson, Wyoming	$1.46M	+$75.8K	2	0.85%	Increased
1582	RWPA Richard W. Paul & Associates Novi, Michigan	$1.45M	-$1.22M	6	0.44%	Reduced
1583	CICI Capital Investment Counsel Inc Raleigh, North Carolina	$1.45M	-$60K	1	0.16%	Reduced
1584	Atlantic Union Bankshares Glen Allen, Virginia	$1.45M	-$414K	16	0.02%	Reduced
1585	ZI ZEGA Investments Palm Beach Gardens, Florida	$1.45M	-$234K	2	0.15%	Reduced
1586	ICVCFIA IDG China Venture Capital Fund IV Associates Hong Kong	$1.45M	$0	1	0.98%	Maintained
1587	NorthRock Partners Minneapolis, Minnesota	$1.45M	+$133K	5	0.02%	Increased
1588	CFP Curran Financial Partners Daniel Island, South Carolina	$1.45M	+$411K	2	0.22%	Increased
1589	PCA Providence Capital Advisors Charlotte, North Carolina	$1.45M	-$391K	4	0.22%	Reduced
1590	KFA Kapstone Financial Advisors Lebanon, Ohio	$1.44M	+$13.1K	1	0.6%	Increased
1591	EFG Everhart Financial Group Dublin, Ohio	$1.44M	-$126K	5	0.09%	Reduced
1592	AGA Arkos Global Advisors Houston, Texas	$1.44M	+$74.9K	1	0.17%	Increased
1593	DTL Dynamic Technology Lab Singapore	$1.44M	+$1.31M	3	0.32%	Increased
1594	CCC Compass Capital Corp Braintree, Massachusetts	$1.43M	+$373K	3	0.47%	Increased
1595	MCF Advisors Covington, Kentucky	$1.43M	-$350K	15	0.05%	Reduced
1596	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$1.42M	+$1.07M	5	1.12%	Increased
1597	OWA One Wealth Advisors San Francisco, California	$1.42M	-$34.5K	2	0.16%	Reduced
1598	CAM Cidel Asset Management Toronto, Ontario, Ontario, Canada	$1.42M	+$282K	3	0.07%	Increased
1599	SIC SFE Investment Counsel Los Angeles, California	$1.42M	+$355K	1	0.19%	Increased
1600	ACMA Arbor Capital Management (Alaska) Anchorage, Alaska	$1.42M	-$347K	2	1.4%	Reduced