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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	WEC Winslow Evans & Crocker Boston, Massachusetts	$336K	-$21.5K	3	0.09%	Reduced
1702	RCA Ranch Capital Advisors Sarasota, Florida	$334K	+$66.2K	3	0.27%	Increased
1703	Steel Grove Capital Advisors Memphis, Tennessee	$333K	+$2.6K	1	0.19%	Increased
1704	SMH Sanders Morris Harris Houston, Texas	$332K	$0	1	0.08%	Maintained
1705	LC LCNB Corp Lebanon, Ohio	$331K	$0	1	0.2%	Maintained
1706	SFSIG San Francisco Sentry Investment Group San Francisco, California	$331K	+$65.2K	1	0.15%	Increased
1707	TCV Trust & Wealth Management Richmond, Virginia	$331K	$0	1	0.04%	Maintained
1708	TRUE Private Wealth Advisors Salem, Oregon	$331K	-$48.5K	2	0.05%	Reduced
1709	LexAurum Advisors Overland Park, Kansas	$330K	+$89K	1	0.16%	Increased
1710	SA SoftVest Advisors Abilene, Texas	$330K	+$320K	1	0.19%	New
1711	FCA FLC Capital Advisors Palm Desert, California	$329K	$0	1	0.13%	Maintained
1712	GW & Wade Wellesley, Massachusetts	$329K	+$2.6K	1	0.03%	Increased
1713	CPSC Carl P. Sherr & Co Worcester, Massachusetts	$327K	+$315K	1	0.32%	New
1714	CIBC Bank USA Chicago, Illinois	$327K	-$38.2K	1	0.04%	Reduced
1715	Gladstone Institutional Advisory Palm Beach Gardens, Florida	$327K	-$177K	1	0.08%	Reduced
1716	1W 1776 Wealth Atlanta, Georgia	$325K	+$319K	1	0.28%	New
1717	ACM ADI Capital Management New York	$325K	$0	1	1.86%	Maintained
1718	Beaumont Financial Advisors Needham, Massachusetts	$325K	+$45.2K	1	0.03%	Increased
1719	WKWM Walter & Keenan Wealth Management Souh Bend, Indiana	$325K	$0	1	0.13%	Maintained
1720	CA Cambridge Advisors Omaha, Nebraska	$323K	$0	1	0.1%	Maintained
1721	CJA C-J Advisory San Jose, California	$323K	$0	1	0.19%	Maintained
1722	Qtron Investments Boston, Massachusetts	$323K	-$639K	1	0.19%	Reduced
1723	TGAM TBH Global Asset Management Brentwood, Tennessee	$321K	+$328K	1	0.1%	New
1724	ACM Adalta Capital Management New York	$319K	+$78.2K	1	0.2%	Increased
1725	Lindbrook Capital Calabasas, California	$318K	-$43.4K	4	0.11%	Reduced