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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
1676	Advent Capital Management New York	$164K	-$238K	1	0%	Reduced
1677	MFW Mosaic Family Wealth St. Louis, Missouri	$162K	$0	1	0.07%	Maintained
1678	Simon Quick Advisors Morristown, New Jersey	$159K	-$17.1K	1	0.06%	Reduced
1679	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$157K	+$61.4K	2	0.12%	Increased
1680	CC Claybrook Capital Wellesley, Massachusetts	$152K	+$151K	2	0.04%	New
1681	WDL Well Done LLC Holland, Michigan	$152K	+$151K	2	0.04%	New
1682	OC Oakworth Capital Birmingham, Alabama	$150K	+$33.3K	1	0.03%	Increased
1683	UA Unison Advisors Washington, District of Columbia	$150K	$0	1	0.12%	Maintained
1684	MAM Meeder Asset Management Dublin, Ohio	$149K	-$340K	2	0.01%	Reduced
1685	EWM Endurance Wealth Management Providence, Rhode Island	$148K	-$35.4K	1	0.03%	Reduced
1686	IWP Icon Wealth Partners Houston, Texas	$145K	+$144K	1	0.07%	New
1687	JCM Jacobi Capital Management Pittston, Pennsylvania	$145K	-$42.9K	2	0.04%	Reduced
1688	Jupiter Investment Management London, United Kingdom	$145K	+$184K	1	0%	New
1689	GAM Gemmer Asset Management Walnut Creek, California	$139K	+$68.8K	4	0.04%	Increased
1690	SWP Strategic Wealth Partners Independence, Ohio	$138K	+$17.4K	2	0.07%	Increased
1691	LWA Lenox Wealth Advisors New York	$134K	+$86K	1	0.03%	Increased
1692	QT Quantamental Technologies White Plains, New York	$134K	+$133K	1	0.08%	New
1693	BSPF British Steel Pension Fund London, United Kingdom	$132K	+$125K	1	0.02%	New
1694	QAM QCI Asset Management Pittsford, New York	$132K	$0	1	0.01%	Maintained
1695	FRA Front Row Advisors Tiburon, California	$131K	-$1.01K	3	0.11%	Reduced
1696	FWM Focused Wealth Management Newburgh, New York	$130K	+$11.6K	3	0.04%	Increased
1697	CWM Catamount Wealth Management Westport, Connecticut	$129K	+$39.5K	2	0.09%	Increased
1698	Allworth Financial Folsom, California	$128K	-$2.47K	2	0.01%	Reduced
1699	IMC Chicago Chicago, Illinois	$127K	+$141K	1	0%	New
1700	WCM Whitener Capital Management Rocky Mount, North Carolina	$127K	+$7.66K	2	0.09%	Increased