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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	CAC Certified Advisory Corp Altamonte Springs, Florida	$71K	$0	3	0.03%	Maintained
1852	JFA JNBA Financial Advisors Bloomington, Minnesota	$71K	+$2.56K	2	0.02%	Increased
1853	MWC MBM Wealth Consultants Chesterfield, Missouri	$71K	$0	1	0.06%	Maintained
1854	AIA Alera Investment Advisors Deerfield, Illinois	$70K	+$9.22K	3	0.03%	Increased
1855	FIG Fortress Investment Group New York	$70K	$0	1	0.01%	Maintained
1856	ONST Old North State Trust Greensboro, North Carolina	$70K	+$12.3K	1	0.05%	Increased
1857	CAL Capital Advisors Ltd Shaker Heights, Ohio	$67K	$0	1	0.02%	Maintained
1858	PO Private Ocean San Rafael, California	$66K	+$55K	2	0.02%	Increased
1859	BFC Bedel Financial Consulting Indianapolis, Indiana	$65K	$0	1	0.04%	Maintained
1860	LWM Liberty Wealth Management Oakland, California	$65K	+$2.94K	2	0.05%	Increased
1861	VNA Valley National Advisers Bethlehem, Pennsylvania	$63K	$0	4	0.02%	Maintained
1862	BFS Baskin Financial Services Toronto, Ontario, Canada	$61K	$0	1	0.01%	Maintained
1863	WAS WESPAC Advisors SoCal Pasadena, California	$59K	+$9.57K	2	0.03%	Increased
1864	Algert Global San Francisco, California	$58K	+$54.1K	1	0.03%	New
1865	WCG Weaver Consulting Group Huntington Beach, California	$58K	+$54.6K	3	0.02%	New
1866	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$57K	$0	1	0.03%	Maintained
1867	IRC Investors Research Corp Atlanta, Georgia	$55K	+$67.6K	1	0.03%	New
1868	CB CNB Bank Clearfield, Pennsylvania	$53K	+$28.4K	1	0.03%	Increased
1869	PK Pflug Koory Omaha, Nebraska	$53K	$0	2	0.04%	Maintained
1870	BMM Buffington Mohr McNeal Boise, Idaho	$52K	+$47.3K	1	0.02%	New
1871	TFO Tarbox Family Office Newport Beach, California	$52K	+$6.63K	1	0.02%	Increased
1872	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$50K	+$4.73K	1	0.03%	Increased
1873	SIM Sonora Investment Management Tucson, Arizona	$49K	+$9.47K	1	0.01%	Increased
1874	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$47K	$0	2	0%	Maintained
1875	WWM Willingdon Wealth Management Huntersville, North Carolina	$47K	+$2.94K	1	0.01%	Increased