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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	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$2K	$0	1	0%	Maintained
1877	TFA Transamerica Financial Advisors St. Petersburg, Florida	$2K	+$83	2	0%	Increased
1878	CIR Clear Investment Research Alpharetta, Georgia	$1K	$0	1	0%	Maintained
1879	SAM Shamrock Asset Management Dallas, Texas	$1K	-$7.7K	1	0%	Reduced
1880	AP Advisors Preferred Rockville, Maryland	$0	-$298K	0	–	Closed
1881	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$0	-$1K	0	–	Closed
1882	AU Algebris (UK) London, United Kingdom	$0	-$9.39M	0	–	Closed
1883	Algert Global San Francisco, California	$0	-$63K	0	–	Closed
1884	Alphadyne Asset Management New York	$0	-$253K	0	–	Closed
1885	AP Arlington Partners Birmingham, Alabama	$0	-$198K	0	–	Closed
1886	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$0	$0	1	0%	Maintained
1887	ACA Atlas Capital Advisors Jackson, Wyoming	$0	-$346K	0	–	Closed
1888	ACM Axel Capital Management New York	$0	-$5.27M	0	–	Closed
1889	BA Ballew Advisors Jackson, Mississippi	$0	-$17K	0	–	Closed
1890	BCM Barometer Capital Management Toronto, Ontario, Canada	$0	-$9.82M	0	–	Closed
1891	BCM BBT Capital Management Fort Worth, Texas	$0	-$399K	0	–	Closed
1892	BWA BDO Wealth Advisors Jacksonville, Florida	$0	-$5.07M	1	0%	Reduced
1893	BL BFSG LLC Irvine, California	$0	-$490K	0	–	Closed
1894	BSG Black Swift Group Boulder, Colorado	$0	-$498K	0	–	Closed
1895	BRF B. Riley Financial Los Angeles, California	$0	-$404K	0	–	Closed
1896	BWP BSW Wealth Partners Boulder, Colorado	$0	-$322K	0	–	Closed
1897	CCM Cadence Capital Management Boston, Massachusetts	$0	-$215K	0	–	Closed
1898	CI Caerus Investors New York	$0	-$3.89M	0	–	Closed
1899	Capital Guardian Trust Los Angeles, California	$0	-$16K	0	–	Closed
1900	Capital Markets Trading (UK) London, United Kingdom	$0	-$1.84M	0	–	Closed