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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
1801	WCG Weaver Consulting Group Huntington Beach, California	$951K	+$451K	3	0.19%	Increased
1802	NFG Northbridge Financial Group Tampa, Florida	$951K	+$203K	3	0.36%	Increased
1803	PIM Platinum Investment Management Sydney Australia 2000, Australia	$950K	+$879K	1	0.23%	New
1804	WAM Weatherly Asset Management Del Mar, California	$943K	-$242K	1	0.07%	Reduced
1805	PIM Provident Investment Management Novi, Michigan	$942K	+$1.18K	1	0.09%	Increased
1806	KOCAA Knights of Columbus Asset Advisors New Haven, Connecticut	$942K	+$1.57M	1	0.05%	New
1807	PWG Portside Wealth Group Provo, Utah	$941K	-$281K	2	0.11%	Reduced
1808	FCC Florin Court Capital London, United Kingdom	$939K	+$926K	1	1.53%	New
1809	UIM Unified Investment Management Atlanta, Georgia	$939K	-$286K	1	0.87%	Reduced
1810	TH Transmarket Holdings Chicago, Illinois	$937K	$0	1	0.69%	Maintained
1811	IWA Icon Wealth Advisors Houston, Texas	$936K	+$228K	4	0.06%	Increased
1812	MassMutual Private Wealth & Trust Windsor, Connecticut	$935K	-$4.71M	22	0.02%	Reduced
1813	KA Kintegral Advisory New York	$933K	$0	1	0.08%	Maintained
1814	HCM HMS Capital Management Nashville, Tennessee	$933K	-$26.2K	2	0.35%	Reduced
1815	BWM Bosman Wealth Management Redlands, California	$931K	-$848K	2	0.58%	Reduced
1816	CA Claro Advisors Boston, Massachusetts	$930K	+$24.2K	3	0.1%	Increased
1817	SouthState Corp Winter Haven, Florida	$928K	-$1.79M	6	0.04%	Reduced
1818	OpenArc Corporate Advisory Atlanta, Georgia	$928K	-$107K	3	0.01%	Reduced
1819	APW Aventura Private Wealth Aventura, Florida	$927K	+$112K	12	0.28%	Increased
1820	LDB Lee, Danner & Bass Nashville, Tennessee	$921K	+$364	2	0.05%	Increased
1821	POIA Pin Oak Investment Advisors Houston, Texas	$921K	+$17.1K	7	0.66%	Increased
1822	EL Essex LLC Deer Park, Illinois	$919K	+$121K	2	0.14%	Increased
1823	SIM Spark Investment Management New York	$918K	+$242K	3	1.79%	Increased
1824	LA LM Advisors San Diego, California	$915K	+$984K	2	0.11%	Increased
1825	Wilmington Savings Fund Society Wilmington, Delaware	$913K	-$31.9M	9	0.02%	Reduced