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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	Brinker Capital Investments Berwyn, Pennsylvania	$110K	-$115K	2	0%	Reduced
1802	MAM Marquette Asset Management Minneapolis, Minnesota	$109K	$0	1	0.04%	Maintained
1803	OIA Optimum Investment Advisors Chicago, Illinois	$108K	+$4.96K	2	0.03%	Increased
1804	CPA Cowen Prime Advisors New York	$107K	$0	1	0.06%	Maintained
1805	SWRP Summit Wealth & Retirement Planning San Ramon, California	$107K	-$12.1K	1	0.06%	Reduced
1806	SWP Strategic Wealth Partners Independence, Ohio	$104K	+$72.8K	2	0.53%	Increased
1807	LCS Levin Capital Strategies New York	$103K	$0	1	0.01%	Maintained
1808	RCM Radcliffe Capital Management Bala Cynwyd, Pennsylvania	$102K	$0	1	0.02%	Maintained
1809	HI Human Investing Lake Oswego, Oregon	$101K	$0	1	0.04%	Maintained
1810	SBL Sargent Bickham Lagudis Boulder, Colorado	$96K	$0	4	0.01%	Maintained
1811	QCMA Quad Capital Management Advisors New York	$94K	-$55.4K	1	0.05%	New
1812	RWM Raffa Wealth Management Washington, District of Columbia	$93.3K	+$98.5K	2	0.03%	Increased
1813	MCF Advisors Covington, Kentucky	$91K	$0	2	0.01%	Maintained
1814	RWG Regal Wealth Group Seal Beach, California	$91K	$0	2	0.06%	Maintained
1815	BWM Baystate Wealth Management Boston, Massachusetts	$88K	+$121	2	0.01%	Increased
1816	LI Leap Investments Chicago, Illinois	$87K	-$86K	0	–	Closed
1817	Algert Global San Francisco, California	$86K	+$22.5K	1	0.03%	Increased
1818	CAC Certified Advisory Corp Altamonte Springs, Florida	$86K	+$26.4K	3	0.03%	Increased
1819	TCI Wealth Advisors Tucson, Arizona	$86K	+$478	6	0.04%	Increased
1820	NPP New Potomac Partners Bethesda, Maryland	$85K	$0	1	0.09%	Maintained
1821	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$84K	-$3.52K	3	0.02%	Reduced
1822	FG FSI Group Cincinnati, Ohio	$83K	-$2.42M	1	0.11%	Reduced
1823	VCM Vigilant Capital Management Portland, Maine	$83K	$0	1	0.01%	Maintained
1824	FCA FinTrust Capital Advisors Greenville, South Carolina	$82K	-$662K	2	0.03%	Reduced
1825	Simon Quick Advisors Morristown, New Jersey	$82K	+$85.5K	1	0.04%	Increased