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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	CI Chartist Inc Seal Beach, California	$243K	+$222K	1	0.2%	New
1702	HPWM Highland Private Wealth Management Bellevue, Washington	$243K	+$221K	1	0.08%	New
1703	Mission Wealth Management Santa Barbara, California	$242K	-$17.8K	1	0.03%	Reduced
1704	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$239K	+$238K	1	0.24%	New
1705	FNC First National Corp Rockland, Massachusetts	$239K	+$5.09K	2	0.1%	Increased
1706	SAS Stelac Advisory Services New York	$239K	$0	1	0.12%	Maintained
1707	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$238K	+$217K	1	0.08%	New
1708	WBC West Branch Capital Amherst, Massachusetts	$238K	+$217K	1	0.21%	New
1709	AWM Altavista Wealth Management Asheville, North Carolina	$236K	-$93.9K	1	0.08%	Reduced
1710	TCM Tradition Capital Management Summit, New Jersey	$235K	+$214K	1	0.06%	New
1711	SVWA Sound View Wealth Advisors Savannah, Georgia	$233K	-$14.9K	1	0.07%	Reduced
1712	TLP Trinity Legacy Partners Houston, Texas	$230K	+$210K	1	0.15%	New
1713	XS XR Securities Chicago, Illinois	$228K	+$208K	1	0.03%	New
1714	CPA Capital Planning Advisors Roseville, California	$227K	+$207K	1	0.07%	New
1715	PL Parthenon LLC Louisville, Kentucky	$227K	+$207K	1	0.05%	New
1716	CW Cobiz Wealth Denver, Colorado	$226K	-$27.5K	1	0.04%	Reduced
1717	Scharf Investments Los Gatos, California	$226K	+$206K	1	0.01%	New
1718	SWRP Summit Wealth & Retirement Planning San Ramon, California	$225K	$0	1	0.13%	Maintained
1719	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$221K	+$202K	1	0.04%	New
1720	NSIM North Star Investment Management Chicago, Illinois	$221K	+$47	2	0.03%	Increased
1721	PP Palladium Partners Norfolk, Virginia	$221K	+$201K	1	0.02%	New
1722	Heritage Wealth Advisors Richmond, Virginia	$220K	$0	1	0.04%	Maintained
1723	OWA One Wealth Advisors San Francisco, California	$220K	+$201K	2	0.18%	New
1724	AWP Ascent Wealth Partners New Hartford, New York	$217K	+$197K	1	0.07%	New
1725	CFG Cooper Financial Group Irvine, California	$217K	+$198K	1	0.12%	New