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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	6CM 683 Capital Management New York	$268K	$0	1	0.02%	Maintained
1702	Heritage Wealth Advisors Richmond, Virginia	$268K	+$24.1K	1	0.04%	Increased
1703	EPA Element Pointe Advisors Miami, Florida	$267K	+$33.3K	1	0.15%	Increased
1704	HPWM Highland Private Wealth Management Bellevue, Washington	$267K	$0	1	0.08%	Maintained
1705	TL TrueWealth LLC Atlanta, Georgia	$267K	+$16	3	0.12%	Increased
1706	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$265K	-$10.6K	3	0.11%	Reduced
1707	CI Chartist Inc Seal Beach, California	$263K	-$5.32K	1	0.17%	Reduced
1708	Caption Management Oklahoma City, Oklahoma	$257K	-$2.35M	1	0.01%	Reduced
1709	Forvis Mazars Wealth Advisors Springfield, Missouri	$256K	-$22.5K	1	0.02%	Reduced
1710	GCAC Guardian Capital Advisors (Canada) Toronto, Ontario, Canada	$256K	+$241K	1	0.03%	New
1711	PFA Paradigm Financial Advisors Des Peres, Missouri	$256K	$0	1	0.09%	Maintained
1712	AWP Ascent Wealth Partners New Hartford, New York	$251K	+$11.4K	1	0.08%	Increased
1713	CPA Capital Planning Advisors Roseville, California	$250K	$0	1	0.07%	Maintained
1714	PL Parthenon LLC Louisville, Kentucky	$250K	$0	1	0.05%	Maintained
1715	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$248K	-$31K	1	0.07%	Reduced
1716	MNBTD Moody National Bank Trust Division Galveston, Texas	$248K	-$39K	1	0.01%	Reduced
1717	Aptus Capital Advisors Fairhope, Alabama	$247K	+$8.87K	1	0.03%	Increased
1718	First Merchants Corp Muncie, Indiana	$247K	+$17.3K	1	0.04%	Increased
1719	Associated Banc-Corp Green Bay, Wisconsin	$246K	+$239K	1	0.01%	New
1720	Miracle Mile Advisors Los Angeles, California	$246K	-$42.1K	1	0.02%	Reduced
1721	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$244K	$0	1	0.04%	Maintained
1722	AWM Altavista Wealth Management Asheville, North Carolina	$243K	-$16.6K	1	0.08%	Reduced
1723	Brinker Capital Investments Berwyn, Pennsylvania	$243K	-$30.2K	2	0.01%	Reduced
1724	PP Palladium Partners Norfolk, Virginia	$243K	$0	1	0.02%	Maintained
1725	NL NWAM LLC Mercer Island, Washington	$242K	-$141K	1	0.05%	Reduced