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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
1651	MFW Meristem Family Wealth Minnetonka, Minnesota	$206K	+$204K	1	0.08%	New
1652	CBU CIBC Bank USA Chicago, Illinois	$205K	+$204K	1	0.03%	New
1653	LC Lavaca Capital Houston, Texas	$205K	+$224K	2	0.2%	New
1654	Miracle Mile Advisors Los Angeles, California	$204K	+$202K	1	0.02%	New
1655	FA Fagan Associates Troy, New York	$203K	+$201K	1	0.1%	New
1656	LC Lourd Capital Beverly Hills, California	$203K	+$2.17K	1	0.02%	Increased
1657	Intact Investment Management Montreal, Quebec, Canada	$202K	+$200K	1	0.01%	New
1658	SVWA Sound View Wealth Advisors Savannah, Georgia	$202K	+$200K	1	0.07%	New
1659	VAM Visionary Asset Management Houston, Texas	$202K	+$200K	1	0.08%	New
1660	TL TrueWealth LLC Atlanta, Georgia	$197K	+$42	3	0.1%	Increased
1661	EP Edgestream Partners Princeton, New Jersey	$192K	+$213K	1	0.03%	New
1662	FNC First National Corp Rockland, Massachusetts	$190K	+$188K	1	0.09%	New
1663	HH HWG Holdings Houston, Texas	$186K	-$3.77M	2	0.39%	Reduced
1664	PAM Paradigm Asset Management New York	$181K	+$30.9K	1	0.06%	Increased
1665	NSIM North Star Investment Management Chicago, Illinois	$179K	+$9.59K	3	0.02%	Increased
1666	Heritage Wealth Advisors Richmond, Virginia	$178K	$0	1	0.03%	Maintained
1667	MNBTD Moody National Bank Trust Division Galveston, Texas	$177K	+$63.5K	2	0.01%	Increased
1668	CA Claro Advisors Boston, Massachusetts	$173K	+$160K	3	0.14%	New
1669	DOA D'Orazio & Associates Falls Church, Virginia	$171K	$0	2	0.06%	Maintained
1670	FVWA Foster Victor Wealth Advisors Greenville, South Carolina	$169K	+$213K	1	0.16%	New
1671	BBA Baker Bros. Advisors New York	$168K	$0	1	0%	Maintained
1672	GC Grace Capital Quincy, Massachusetts	$168K	$0	1	0.08%	Maintained
1673	SPM Symmetry Peak Management Radnor, Pennsylvania	$168K	-$1.08M	1	0.1%	Reduced
1674	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$167K	+$12.8K	3	0.06%	Increased
1675	VCM Versant Capital Management Phoenix, Arizona	$166K	-$7.63K	5	0.08%	Reduced