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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
1701	FMP Financial Management Professionals Austin, Texas	$21K	$0	2	0.01%	Maintained
1702	FG FSI Group Cincinnati, Ohio	$21K	+$21.2K	1	0.02%	New
1703	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$20K	$0	1	0.01%	Maintained
1704	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$20K	+$20K	1	0.01%	New
1705	Csenge Advisory Group Clearwater, Florida	$20K	+$22.8K	5	0.01%	New
1706	SouthState Corp Winter Haven, Florida	$20K	+$19.8K	1	0%	New
1707	TC Trilogy Capital Irvine, California	$20K	+$1.43K	3	0%	Increased
1708	TCM TD Capital Management Memphis, Tennessee	$19K	$0	2	0%	Maintained
1709	CFN Cordasco Financial Network Naples, Florida	$18K	$0	1	0.02%	Maintained
1710	PCA Providence Capital Advisors Charlotte, North Carolina	$18K	$0	1	0.01%	Maintained
1711	SIS Sound Income Strategies Ft Lauderdale, Florida	$18K	+$4.32K	2	0.01%	Increased
1712	BA Ballew Advisors Jackson, Mississippi	$17K	-$11.4K	3	0.02%	Reduced
1713	CWSR Chessman Wealth Strategies RIA Dallas, Texas	$17K	+$14.3K	3	0.02%	New
1714	VRM Vectors Research Management New York	$17K	+$17.6K	1	0.01%	New
1715	Capital Guardian Trust Los Angeles, California	$16K	+$15.7K	1	0%	New
1716	CCM Cribstone Capital Management Augusta, Maine	$15K	$0	1	0.01%	Maintained
1717	MWM Mascoma Wealth Management Hanover, New Hampshire	$15K	$0	1	0.01%	Maintained
1718	HR Howe & Rusling Rochester, New York	$14K	+$14.2K	2	0%	New
1719	SHJ Sharkey, Howes & Javer Denver, Colorado	$14K	+$5.2K	1	0.01%	Increased
1720	SFM Signet Financial Management Parsippany, New Jersey	$14K	-$13.4K	1	0%	Reduced
1721	Bogart Wealth LLC Mclean, Virginia	$13K	$0	2	0.01%	Maintained
1722	FWC First Washington Corp Seattle, Washington	$13K	$0	1	0.01%	Maintained
1723	SAM Shamrock Asset Management Dallas, Texas	$12K	+$9.33K	1	0.01%	New
1724	FGAM Financial Gravity Asset Management Lakeway, Texas	$11K	-$4.4K	2	0.01%	Reduced
1725	LF Lee Financial Dallas, Texas	$10K	-$8K	1	0%	Reduced