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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	DOA D'Orazio & Associates Falls Church, Virginia	$238K	+$33K	2	0.08%	Increased
1702	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$238K	+$14.4K	1	0.07%	Increased
1703	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$238K	+$253K	1	0.33%	New
1704	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$238K	+$9.38K	3	0.11%	Increased
1705	BCA Berman Capital Advisors Atlanta, Georgia	$236K	-$279K	4	0.07%	Reduced
1706	FPS Fieldpoint Private Securities Greenwich, Connecticut	$236K	-$54.7K	2	0.09%	Reduced
1707	NNP Nachman Norwood & Parrott Greenville, South Carolina	$235K	-$35K	1	0.04%	Reduced
1708	SP Symmetry Partners Glastonbury, Connecticut	$234K	-$601K	1	0.05%	Reduced
1709	AIM Axiom Investment Management New York	$232K	-$1.02M	1	0.18%	Reduced
1710	Heritage Wealth Advisors Richmond, Virginia	$232K	-$9.91K	1	0.03%	Reduced
1711	MUS Mitsubishi UFJ Securities Tokyo, Japan	$232K	-$196K	1	1.12%	Reduced
1712	Mission Wealth Management Santa Barbara, California	$231K	+$28.3K	1	0.02%	Increased
1713	CI Chartist Inc Seal Beach, California	$230K	-$7.82K	1	0.15%	Reduced
1714	LHC Little House Capital Braintree, Massachusetts	$230K	+$27K	1	0.17%	Increased
1715	TFCP Twin Focus Capital Partners Boston, Massachusetts	$230K	+$24.8K	1	0.09%	Increased
1716	CBT Central Bank & Trust Lexington, Kentucky	$229K	+$79.1K	1	0.05%	Increased
1717	ACM Adalta Capital Management New York	$228K	+$242K	1	0.15%	New
1718	LA LexAurum Advisors Overland Park, Kansas	$228K	+$38K	1	0.13%	Increased
1719	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$228K	+$211K	1	0.11%	New
1720	PL Parthenon LLC Louisville, Kentucky	$226K	$0	1	0.05%	Maintained
1721	PCM Perkins Capital Management Wayzata, Minnesota	$226K	-$37.7K	1	0.19%	Reduced
1722	PCP Proficio Capital Partners Newton, Massachusetts	$226K	-$139K	1	0.08%	Reduced
1723	AWP Ascent Wealth Partners New Hartford, New York	$225K	-$1.76K	1	0.07%	Reduced
1724	Aptus Capital Advisors Fairhope, Alabama	$224K	$0	1	0.01%	Maintained
1725	MFW Mosaic Family Wealth St. Louis, Missouri	$224K	+$27.5K	1	0.09%	Increased