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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
1876	Evercore Wealth Management New York	$821K	-$77K	2	0.01%	Reduced
1877	GIM Guild Investment Management Los Angeles, California	$821K	+$1.22M	1	0.56%	New
1878	EW Elyxium Wealth San Mateo, California	$818K	+$810K	2	0.09%	New
1879	ACL Applied Capital LLC Hollywood, Florida	$816K	-$1.95K	2	0.33%	Reduced
1880	WTA Washington Trust Advisors Wellesley, Massachusetts	$810K	-$703K	6	0.06%	Reduced
1881	Meiji Yasuda Life Insurance Tokyo, Japan	$808K	-$53.7K	2	0.03%	Reduced
1882	TF Trek Financial Scottsdale, Arizona	$807K	+$142K	2	0.04%	Increased
1883	BPW BLVD Private Wealth Prospect, Kentucky	$805K	-$204	1	0.6%	Reduced
1884	PGF Plan Group Financial Oklahoma City, Oklahoma	$805K	+$323K	3	0.17%	Increased
1885	CG CFO4Life Group Coppell, Texas	$803K	-$272K	4	0.11%	Reduced
1886	PLFS Provident Living Financial Services Lehi, Utah	$795K	+$191K	2	0.78%	Increased
1887	PP Paloma Partners Greenwich, Connecticut	$794K	+$718K	1	0.06%	New
1888	CCC Chelsea Counsel Company Los Angeles, California	$792K	-$60.2K	3	0.34%	Reduced
1889	FCM Fieldview Capital Management Niles, Michigan	$787K	-$73.8K	3	0.22%	Reduced
1890	PIA Powell Investment Advisors Miami, Florida	$784K	-$197K	4	0.25%	Reduced
1891	EWM Elite Wealth Management Kirkland, Washington	$780K	-$16.1K	1	0.23%	Reduced
1892	SC Scratch Capital Boise, Idaho	$779K	+$248K	1	0.39%	Increased
1893	PWM Purus Wealth Management Newport Beach, California	$777K	-$8.14K	1	0.21%	Reduced
1894	FL FreeGulliver LLC New Orleans, Louisiana	$775K	+$760K	1	0.27%	New
1895	Betterment LLC New York	$775K	+$647K	3	0%	Increased
1896	EFMH E Fund Management (HK) Central, Hong Kong	$774K	-$165K	18	0.26%	Reduced
1897	MAM Maytree Asset Management Hong Kong	$772K	+$648K	1	0.5%	New
1898	LCGC Legacy Capital Group California Los Gatos, California	$771K	+$877K	1	0.23%	New
1899	OC Optima Capital Beaverton, Oregon	$770K	-$39.1K	1	0.3%	Reduced
1900	WFA Wellspring Financial Advisors Cleveland, Ohio	$769K	$0	1	0.05%	Maintained