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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
1726	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$9K	+$8.81K	1	0%	New
1727	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$8K	$0	1	0.01%	Maintained
1728	HS Horan Securities Cincinnati, United States	$8K	+$8.72K	1	0.01%	Increased
1729	LFG LifePlan Financial Group Dayton, Ohio	$8K	$0	1	0%	Maintained
1730	OAJ Ogorek Anthony Joseph Williamsville, New York	$7K	$0	1	0.01%	Maintained
1731	PSC Prentiss Smith & Co Brattleboro, Vermont	$7K	$0	1	0%	Maintained
1732	PO Private Ocean San Rafael, California	$7K	$0	1	0%	Maintained
1733	Avior Wealth Management Omaha, Nebraska	$6K	$0	1	0%	Maintained
1734	CFA Capstone Financial Advisors Downers Grove, Illinois	$6K	$0	1	0%	Maintained
1735	LWA Lowe Wealth Advisors Columbia, Maryland	$6K	+$6.08K	1	0%	New
1736	O'Shaughnessy Asset Management Stamford, Connecticut	$6K	$0	1	0%	Maintained
1737	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$5K	+$5.3K	1	0%	New
1738	TD Ameritrade Investment Management Omaha, Nebraska	$5K	+$1.23K	1	0%	Increased
1739	Country Trust Bank Bloomington, Illinois	$4K	$0	1	0%	Maintained
1740	MCM Mainstay Capital Management Grand Blanc, Michigan	$4K	$0	2	0%	Maintained
1741	TIM Tortoise Investment Management White Plains, New York	$4K	$0	1	0%	Maintained
1742	MIM Macroview Investment Management Bethesda, Maryland	$3K	+$2.91K	1	0.01%	New
1743	OFW Omnia Family Wealth Aventura, Florida	$3K	$0	1	0%	Maintained
1744	PG Proffitt & Goodson Knoxville, Tennessee	$3K	+$2.73K	1	0%	New
1745	QCIG Quad-Cities Investment Group Davenport, Iowa	$2K	-$10.5K	2	0%	Reduced
1746	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
1747	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$2K	$0	1	0%	Maintained
1748	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$1K	+$528	1	0%	New
1749	CIR Clear Investment Research Alpharetta, Georgia	$1K	+$704	1	0%	New
1750	GWA Guidant Wealth Advisors Palatine, Illinois	$1K	$0	1	0%	Maintained