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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
1776	BHC Bull Harbor Capital Bethesda, Maryland	$991K	-$36.2K	2	0.19%	Reduced
1777	RC Rahlfs Capital Lake Kiowa, Texas	$985K	$0	3	0.72%	Maintained
1778	RMC Ring Mountain Capital Tiburon, California	$985K	-$340K	1	0.41%	Reduced
1779	TCOV Trust Company of Vermont Brattleboro, Vermont	$981K	+$1.03M	7	0.04%	New
1780	SL Summitry LLC Foster City, California	$978K	-$87.5K	3	0.03%	Reduced
1781	KOC Koss-Olinger Consulting Gainesville, Florida	$977K	-$1.02M	1	0.08%	Reduced
1782	MWP Meredith Wealth Planning Maryville, Illinois	$975K	+$257K	2	0.23%	Increased
1783	NICM Neo Ivy Capital Management New York	$972K	-$48.9K	2	0.22%	Reduced
1784	LP LB Partners Charlottesville, Virginia	$972K	+$114K	1	0.66%	Increased
1785	SAM Southeastern Asset Management Memphis, Tennessee	$970K	$0	1	0.05%	Maintained
1786	WSCM Wellington Shields Capital Management New York	$968K	-$3.65M	1	0.12%	Reduced
1787	PCM Palouse Capital Management Spokane, Washington	$968K	-$198K	1	0.6%	Reduced
1788	SL Sentinus LLC Oak Brook, Illinois	$967K	+$458K	2	0.08%	Increased
1789	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$965K	-$179K	9	0.04%	Reduced
1790	Groupama Asset Management Paris, France	$964K	-$19.9K	2	0.01%	Reduced
1791	SCS Capital Management Boston, Massachusetts	$963K	+$469K	7	0.01%	Increased
1792	Csenge Advisory Group Clearwater, Florida	$962K	+$471K	2	0.04%	Increased
1793	Regions Financial Corp Birmingham, Alabama	$958K	+$264K	3	0.01%	Increased
1794	Dynasty Wealth Management St. Petersburg, Florida	$958K	-$1.04M	1	0.01%	Reduced
1795	UIA Ulland Investment Advisors Minneapolis, Minnesota	$957K	+$187K	1	0.71%	Increased
1796	UWP Uniting Wealth Partners Mission, Kansas	$956K	-$167K	2	0.19%	Reduced
1797	RF Rossby Financial Melbourne, Florida	$955K	-$207K	17	0.17%	Reduced
1798	EFS Essex Financial Services Essex, Connecticut	$952K	-$392K	3	0.05%	Reduced
1799	CA Crewe Advisors Salt Lake City, Utah	$952K	+$343K	13	0.07%	Increased
1800	LFA Legacy Financial Advisors Covington, Kentucky	$951K	-$302K	3	0.12%	Reduced