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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	LPWM Lake Point Wealth Management Rockwall, Texas	$9K	+$10.2K	3	0%	New
1852	ST Somerset Trust Somerset, Pennsylvania	$9K	+$8.1K	1	0.01%	Increased
1853	PH Pinnacle Holdings Tulsa, Oklahoma	$8.41K	+$8.33K	1	0%	New
1854	SGS Sterling Global Strategies Carlsbad, California	$8.41K	+$8.33K	1	0.04%	New
1855	Avior Wealth Management Omaha, Nebraska	$8K	+$3.53K	2	0%	Increased
1856	LFG LifePlan Financial Group Dayton, Ohio	$8K	$0	1	0.01%	Maintained
1857	SHJ Sharkey, Howes & Javer Denver, Colorado	$8K	-$4.91K	1	0.01%	Reduced
1858	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$7K	$0	1	0.01%	Maintained
1859	MIM Macroview Investment Management Bethesda, Maryland	$6K	+$3.17K	1	0.02%	Increased
1860	OMERS Administration Corp Toronto, Ontario, Canada	$6K	-$571K	1	0%	Reduced
1861	OFW Omnia Family Wealth Aventura, Florida	$6K	+$2.75K	1	0%	Increased
1862	PO Private Ocean San Rafael, California	$6K	$0	1	0%	Maintained
1863	1NWS 1 North Wealth Services Annapolis, Maryland	$5K	+$4.66K	1	0%	New
1864	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$5K	+$5.45K	2	0.01%	New
1865	KL KWMG LLC Overland Park, Kansas	$5K	+$5K	1	0%	New
1866	CX Institutional Auburn, Indiana	$4K	+$4.41K	1	0%	New
1867	SFA Semmax Financial Advisors Winston Salem, North Carolina	$4K	+$3.58K	1	0%	New
1868	TIM Tortoise Investment Management White Plains, New York	$4K	$0	1	0%	Maintained
1869	Country Trust Bank Bloomington, Illinois	$3K	-$583	1	0%	Reduced
1870	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$3K	-$66K	1	0%	Reduced
1871	PG Proffitt & Goodson Knoxville, Tennessee	$3K	$0	1	0%	Maintained
1872	QCIG Quad-Cities Investment Group Davenport, Iowa	$3K	+$1.4K	2	0%	Increased
1873	NCM New Capital Management Houston, Texas	$2K	+$3.11K	1	0%	New
1874	NWM Northwest Wealth Management Spencer, Iowa	$2K	-$33.3K	2	0%	Reduced
1875	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained