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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	CFG Cooper Financial Group Irvine, California	$239K	$0	1	0.12%	Maintained
1727	R.M. Davis Inc Portland, Maine	$239K	+$8.31K	1	0.01%	Increased
1728	FIM Fruth Investment Management Houston, Texas	$238K	$0	1	0.1%	Maintained
1729	JIP Jaffetilchin Investment Partners Tampa, Florida	$238K	-$435K	2	0.06%	Reduced
1730	LHC Little House Capital Braintree, Massachusetts	$238K	-$166K	1	0.16%	Reduced
1731	NSIM North Star Investment Management Chicago, Illinois	$238K	-$5K	1	0.03%	Reduced
1732	OWA One Wealth Advisors San Francisco, California	$238K	-$4.99K	1	0.2%	Reduced
1733	POIA Pin Oak Investment Advisors Houston, Texas	$236K	+$4.19K	2	0.18%	Increased
1734	LC Lavaca Capital Houston, Texas	$234K	-$314K	1	0.18%	Reduced
1735	VWM Venturi Wealth Management Austin, Texas	$234K	+$226K	1	0.03%	New
1736	JCM Jacobi Capital Management Pittston, Pennsylvania	$233K	+$25.5K	2	0.05%	Increased
1737	DOA D'Orazio & Associates Falls Church, Virginia	$231K	$0	2	0.07%	Maintained
1738	RB Rodgers Brothers Harmony, Pennsylvania	$231K	$0	1	0.06%	Maintained
1739	BWM BigSur Wealth Management Miami, Florida	$230K	$0	1	0.16%	Maintained
1740	AP Arlington Partners Birmingham, Alabama	$229K	$0	1	0.1%	Maintained
1741	FA Fortis Advisors Wayne, Pennsylvania	$229K	-$158K	1	0.11%	Reduced
1742	JT Jump Trading Chicago, Illinois	$229K	-$657K	1	0.01%	Reduced
1743	TFCP Twin Focus Capital Partners Boston, Massachusetts	$229K	+$222K	1	0.1%	New
1744	CCP Cyrus Capital Partners New York	$228K	-$265K	1	0.03%	Reduced
1745	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$227K	-$443	1	0.2%	Reduced
1746	KPW Kore Private Wealth New York	$227K	+$5.96K	1	0.05%	Increased
1747	SAM SP Asset Management Cupertino, California	$227K	$0	1	0.06%	Maintained
1748	Mission Wealth Management Santa Barbara, California	$226K	-$39.5K	1	0.03%	Reduced
1749	UH Unigestion Holding Geneva, Switzerland	$226K	-$78.2K	1	0.01%	Reduced
1750	IMC Chicago Chicago, Illinois	$225K	+$322K	1	0%	New