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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
1826	AA Argent Advisors Monroe, Louisiana	$913K	$0	1	0.23%	Maintained
1827	Bradley Foster & Sargent Hartford, Connecticut	$912K	-$35K	2	0.01%	Reduced
1828	CFG Certior Financial Group King Of Prussia, Pennsylvania	$911K	-$210K	1	0.5%	Reduced
1829	GC Globeflex Capital San Diego, California	$911K	$0	1	0.12%	Maintained
1830	CCM Candelo Capital Management New York	$907K	+$781K	1	0.56%	New
1831	TWM TriaGen Wealth Management Calabasas, California	$906K	+$756K	1	0.23%	New
1832	QFP Quantum Financial Partners Overland Park, Kansas	$903K	+$754K	1	0.46%	New
1833	AP Anchyra Partners Atlanta, Georgia	$902K	+$590K	2	0.22%	Increased
1834	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$901K	-$196K	15	0.05%	Reduced
1835	Sumitomo Life Insurance Tokyo, Japan	$901K	-$44.5K	1	0.01%	Reduced
1836	Fiduciary Trust Boston, Massachusetts	$895K	-$59K	2	0.01%	Reduced
1837	FLC Fifth Lane Capital Austin, Texas	$893K	-$1.61M	1	54.75%	Reduced
1838	CFA Capstone Financial Advisors Downers Grove, Illinois	$892K	-$985K	3	0.04%	Reduced
1839	SFC Strategic Financial Concepts San Antonio, Texas	$887K	+$436K	1	0.26%	Increased
1840	FCB First County Bank Stamford, Connecticut	$887K	-$180K	1	0.42%	Reduced
1841	Quotient Wealth Partners Dallas, Texas	$885K	+$246K	3	0.02%	Increased
1842	ACM Aster Capital Management Dubai, United Arab Emirates	$884K	+$763K	5	0.19%	Increased
1843	ECM EMC Capital Management Houston, Texas	$883K	+$780K	2	0.35%	New
1844	BC Bridgefront Capital Austin, Texas	$883K	-$1.18M	4	0.23%	Reduced
1845	KCM KRS Capital Management Bloomfield, Michigan	$881K	+$51.5K	2	0.41%	Increased
1846	LWM LeConte Wealth Management Maryville, Tennessee	$877K	+$107K	2	0.48%	Increased
1847	BFA Beaumont Financial Advisors Needham, Massachusetts	$877K	+$26.9K	1	0.06%	Increased
1848	Koshinski Asset Management Decatur, Illinois	$870K	-$385K	3	0.05%	Reduced
1849	HA Helium Advisors Everett, Washington	$869K	$0	1	0.72%	Maintained
1850	SPWM Straight Path Wealth Management Jenison, Michigan	$867K	$0	1	0.2%	Maintained