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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
1851	Bahl & Gaynor Cincinnati, Ohio	$866K	$0	1	0%	Maintained
1852	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$864K	+$166K	1	0.18%	Increased
1853	VCA Verdence Capital Advisors Hunt Valley, Maryland	$857K	-$711K	4	0.05%	Reduced
1854	SP SmartHarvest Portfolios Poulsbo, Washington	$857K	+$522K	5	0.28%	Increased
1855	GCA Genesee Capital Advisors Auburn, New York	$856K	+$973K	1	0.27%	New
1856	DWM DKM Wealth Management Stockton, California	$849K	+$31.4K	4	0.55%	Increased
1857	WG Wellington Group Indianapolis, Indiana	$848K	+$318K	1	0.22%	Increased
1858	DP DDD Partners Bellevue, Washington	$847K	+$309K	2	0.05%	Increased
1859	ACG Aventail Capital Group New York	$845K	-$153K	1	0.05%	Reduced
1860	SWA SFMG Wealth Advisors Plano, Texas	$845K	-$91.2K	4	0.05%	Reduced
1861	AWM Act Wealth Management Plano, Texas	$843K	+$98.4K	3	0.25%	Increased
1862	RWA Rooted Wealth Advisors Bourbonnais, Illinois	$841K	+$433K	1	0.21%	Increased
1863	CA Cornerstone Advisory Hunt Valley, Maryland	$840K	+$451K	2	0.07%	Increased
1864	WIM Westside Investment Management Santa Monica, California	$839K	-$41K	12	0.11%	Reduced
1865	BHPW Box Hill Private Wealth Scottsdale, Arizona	$838K	+$870K	1	0.67%	New
1866	SAM Seelaus Asset Management Chatham, New Jersey	$837K	+$441K	2	0.59%	Increased
1867	FG Formula Growth Montreal, Quebec, Canada	$837K	+$309K	2	0.29%	Increased
1868	CD Chapin Davis Baltimore, Maryland	$834K	-$591K	2	0.15%	Reduced
1869	JC JCSD Capital Walnut Creek, California	$832K	+$134K	1	1.21%	Increased
1870	PCA Purkiss Capital Advisors Ridgefield, Connecticut	$831K	+$1.03M	1	0.32%	New
1871	GP Gallo Partners Bloomfield, New Jersey	$830K	+$723K	2	1.84%	New
1872	TIA Traphagen Investment Advisors Oradell, New Jersey	$827K	+$148K	2	0.06%	Increased
1873	MA MBA Advisors Hermitage, Pennsylvania	$826K	+$504K	4	0.28%	Increased
1874	IFG Advisory Atlanta, Georgia	$822K	+$906K	20	0.03%	Increased
1875	BAM Brickwood Asset Management London, United Kingdom	$822K	+$12.6K	1	0.59%	Increased