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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
1751	SAM Sompo Asset Management Tokyo, Japan	$204K	+$186K	1	0.06%	New
1752	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$203K	+$185K	1	0.16%	New
1753	CBFP Cedar Brook Financial Partners Cleveland, Ohio	$202K	+$184K	1	0.1%	New
1754	HCP Holt Capital Partners Fort Worth, Texas	$202K	+$185K	1	0.06%	New
1755	TCM Teza Capital Management Chicago, Illinois	$202K	-$1.98M	1	0.11%	Reduced
1756	GA GFS Advisors Houston, Texas	$201K	-$49.4K	1	0.06%	Reduced
1757	KPW Kore Private Wealth New York	$201K	-$3.86M	3	0.05%	Reduced
1758	NWA New World Advisors Hingham, Massachusetts	$201K	+$183K	1	0.14%	New
1759	Harel Insurance Investments & Financial Services Ramat Gan, Israel	$195K	-$124K	3	0.01%	Reduced
1760	PHK Point72 Hong Kong Hong Kong	$195K	-$301K	2	0.08%	Reduced
1761	JCM Jacobi Capital Management Pittston, Pennsylvania	$193K	+$9.47K	2	0.05%	Increased
1762	CYG Clean Yield Group Norwich, Vermont	$191K	+$32.9K	1	0.08%	Increased
1763	M Mirova Paris, France	$191K	-$1.32M	2	0.1%	Reduced
1764	OC Oakworth Capital Birmingham, Alabama	$190K	+$3.32K	2	0.04%	Increased
1765	IWP Icon Wealth Partners Houston, Texas	$186K	+$5.95K	2	0.07%	Increased
1766	FWM Focused Wealth Management Newburgh, New York	$182K	+$16.7K	3	0.06%	Increased
1767	OSIA O'Shares Investment Advisers Boston, Massachusetts	$181K	-$30.7K	1	0.03%	Reduced
1768	CF Centaurus Financial Anaheim, California	$180K	-$973K	1	0.03%	Reduced
1769	SWP Strategic Wealth Partners Independence, Ohio	$179K	+$18.9K	2	0.08%	Increased
1770	AWM AllSquare Wealth Management Albany, New York	$170K	+$75.7K	1	0.13%	Increased
1771	GWS Glassman Wealth Services Vienna, Virginia	$170K	+$55.5K	5	0.07%	Increased
1772	Allworth Financial Folsom, California	$168K	-$607	2	0.01%	Reduced
1773	EWM Endurance Wealth Management Providence, Rhode Island	$168K	-$14.2K	1	0.03%	Reduced
1774	FRA Front Row Advisors Tiburon, California	$168K	+$5.3K	3	0.13%	Increased
1775	VCM Versant Capital Management Phoenix, Arizona	$168K	-$20.4K	5	0.07%	Reduced