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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	FIM Freedom Investment Management Hartford, Connecticut	$77K	+$18K	1	0.01%	Increased
1877	CA Crewe Advisors Salt Lake City, Utah	$73K	$0	1	0.02%	Maintained
1878	LCM Leisure Capital Management Costa Mesa, California	$73K	-$380K	1	0.06%	Reduced
1879	UA Unison Advisors Washington, District of Columbia	$71K	+$3.59K	1	0.05%	Increased
1880	OFS OneAscent Financial Services Birmingham, Alabama	$70K	+$99.5K	1	0.05%	New
1881	Balentine LLC Atlanta, Georgia	$69K	+$26K	4	0%	Increased
1882	CAC Certified Advisory Corp Altamonte Springs, Florida	$69K	$0	3	0.03%	Maintained
1883	VNA Valley National Advisers Bethlehem, Pennsylvania	$69K	$0	4	0.02%	Maintained
1884	Destination Wealth Management Walnut Creek, California	$68K	-$27.1K	2	0%	Reduced
1885	SCA Stonebridge Capital Advisors St Paul, Minnesota	$66K	+$64.5K	2	0.01%	New
1886	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$63K	$0	1	0.03%	Maintained
1887	PO Private Ocean San Rafael, California	$63K	-$5.43K	2	0.02%	Reduced
1888	CPP Crow Point Partners Boston, Massachusetts	$60K	$0	1	0.01%	Maintained
1889	PK Pflug Koory Omaha, Nebraska	$58K	$0	2	0.04%	Maintained
1890	SIM Sonora Investment Management Tucson, Arizona	$58K	+$3.49K	2	0.01%	Increased
1891	TFO Tarbox Family Office Newport Beach, California	$58K	+$618	2	0.02%	Increased
1892	WCG Weaver Consulting Group Huntington Beach, California	$58K	-$2.09K	3	0.03%	Reduced
1893	PTC Petrus Trust Company Dallas, Texas	$56K	+$80.6K	1	0.01%	New
1894	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$55K	$0	1	0.03%	Maintained
1895	NCM Nelson Capital Management Menlo Park, California	$53K	+$23.2K	1	0.01%	Increased
1896	TIM Tortoise Investment Management White Plains, New York	$53K	+$44.3K	1	0.01%	Increased
1897	BFS Baskin Financial Services Toronto, Ontario, Canada	$50K	$0	1	0.01%	Maintained
1898	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$47K	$0	2	0%	Maintained
1899	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$46K	$0	2	0.03%	Maintained
1900	BWP BSW Wealth Partners Boulder, Colorado	$46K	+$44.2K	1	0.02%	New