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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	NC NewSquare Capital Newtown Square, Pennsylvania	$141K	-$226K	1	0.03%	Reduced
1827	CCM Cutler Capital Management Worcester, Massachusetts	$139K	-$324	1	0.06%	Reduced
1828	ICP Indus Capital Partners New York	$137K	-$1.69M	1	0.02%	Reduced
1829	WOC West Oak Capital Westlake Village, California	$137K	-$5.54K	1	0.08%	Reduced
1830	MF Manchester Financial Westlake Village, California	$133K	+$128K	2	0.06%	New
1831	EWA Evolution Wealth Advisors Aventura, Florida	$131K	-$188K	2	0.06%	Reduced
1832	CWA Clarus Wealth Advisors Peoria, Arizona	$130K	-$141K	3	0.09%	Reduced
1833	Hillsdale Investment Management Toronto, Ontario, Canada	$128K	$0	1	0.01%	Maintained
1834	EWM Edge Wealth Management New York	$126K	$0	2	0.03%	Maintained
1835	AC Avestar Capital New York	$123K	-$44.7K	3	0.08%	Reduced
1836	HP Hikari Power Tokyo, Japan	$121K	+$173K	1	0.01%	New
1837	MAM Marquette Asset Management Minneapolis, Minnesota	$121K	$0	1	0.04%	Maintained
1838	SWRP Summit Wealth & Retirement Planning San Ramon, California	$121K	$0	1	0.07%	Maintained
1839	VCM Versant Capital Management Phoenix, Arizona	$120K	-$49.6K	5	0.05%	Reduced
1840	OIA Optimum Investment Advisors Chicago, Illinois	$119K	$0	2	0.04%	Maintained
1841	CPA Cowen Prime Advisors New York	$118K	$0	1	0.06%	Maintained
1842	ACS Archford Capital Strategies Swansea, Illinois	$112K	$0	1	0.04%	Maintained
1843	HI Human Investing Lake Oswego, Oregon	$112K	$0	1	0.04%	Maintained
1844	SAM Sectoral Asset Management Montreal, Quebec, Canada	$111K	$0	1	0.01%	Maintained
1845	SBL Sargent Bickham Lagudis Boulder, Colorado	$110K	$0	4	0.01%	Maintained
1846	JFA JNBA Financial Advisors Bloomington, Minnesota	$109K	+$30.3K	2	0.02%	Increased
1847	ME McIlrath & Eck Arlington, Washington	$103K	$0	2	0.06%	Maintained
1848	FPFS First Personal Financial Services Charlotte, North Carolina	$102K	-$735	2	0.03%	Reduced
1849	GAM Gemmer Asset Management Walnut Creek, California	$102K	-$30K	4	0.03%	Reduced
1850	MCF Advisors Covington, Kentucky	$101K	$0	2	0.02%	Maintained