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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	DC DeDora Capital Napa, California	$223K	+$238K	1	0.15%	New
1727	SL Signition LP New York	$223K	-$2.42M	1	0.9%	Reduced
1728	UH Unigestion Holding Geneva, Switzerland	$223K	$0	1	0.01%	Maintained
1729	GP Girard Partners King Of Prussia, Pennsylvania	$222K	-$105K	1	0.04%	Reduced
1730	CCMD Cypress Capital Management (Delaware) Greenville, Delaware	$221K	$0	1	0.04%	Maintained
1731	NWA New World Advisors Hingham, Massachusetts	$221K	+$22K	1	0.15%	Increased
1732	TI TTP Investments San Jose, California	$220K	-$14.8K	1	0.24%	Reduced
1733	CFG Cooper Financial Group Irvine, California	$219K	+$2.64K	1	0.1%	Increased
1734	Haverford Trust Company Radnor, Pennsylvania	$217K	+$231K	1	0%	New
1735	Crawford Investment Counsel Atlanta, Georgia	$216K	+$230K	1	0.01%	New
1736	AWM Altavista Wealth Management Asheville, North Carolina	$215K	-$5.51K	1	0.07%	Reduced
1737	FIM Fruth Investment Management Houston, Texas	$215K	$0	1	0.09%	Maintained
1738	OWA One Wealth Advisors San Francisco, California	$215K	$0	1	0.19%	Maintained
1739	POIA Pin Oak Investment Advisors Houston, Texas	$214K	-$330	2	0.18%	Reduced
1740	First Merchants Corp Muncie, Indiana	$213K	-$10.5K	1	0.02%	Reduced
1741	PWA Physician Wealth Advisors Midvale, Utah	$213K	+$225K	1	0.1%	New
1742	CPA Capital Planning Advisors Roseville, California	$212K	-$15.1K	1	0.06%	Reduced
1743	KPW Kore Private Wealth New York	$212K	+$9.36K	1	0.05%	Increased
1744	PWMG Prestige Wealth Management Group Flemington, New Jersey	$209K	+$4.96K	2	0.12%	Increased
1745	LOAMU Lombard Odier Asset Management (USA) New York	$208K	+$163K	1	0.02%	New
1746	AP Arlington Partners Birmingham, Alabama	$207K	$0	1	0.13%	Maintained
1747	BWM BigSur Wealth Management Miami, Florida	$207K	$0	1	0.14%	Maintained
1748	FA Fortis Advisors Wayne, Pennsylvania	$207K	$0	1	0.1%	Maintained
1749	FRM Fox Run Management Greenwich, Connecticut	$207K	-$290K	1	0.19%	Reduced
1750	OC Oakworth Capital Birmingham, Alabama	$206K	+$8.39K	2	0.04%	Increased