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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
1901	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$46K	$0	1	0.04%	Maintained
1902	WWM Willingdon Wealth Management Huntersville, North Carolina	$46K	-$6.21K	1	0.01%	Reduced
1903	DAM Delta Asset Management Memphis, Tennessee	$45K	-$2.77K	1	0.01%	Reduced
1904	CX Institutional Auburn, Indiana	$42K	-$887	1	0.01%	Reduced
1905	LWM Liberty Wealth Management Oakland, California	$42K	-$27.8K	2	0.04%	Reduced
1906	IWA IBEX Wealth Advisors Bedminster, New Jersey	$40K	+$39.4K	1	0.01%	New
1907	Benjamin Edwards Inc Clayton, Missouri	$37K	+$15.7K	1	0.09%	Increased
1908	CC Cannell & Co New York	$37K	+$33.6K	1	0%	New
1909	VRM Vectors Research Management New York	$37K	$0	1	0.02%	Maintained
1910	AIL AGF Investments LLC Toronto, Ontario, Canada	$35K	+$12.2K	1	0.01%	Increased
1911	CB Community Bank Dewitt, New York	$35K	$0	1	0.01%	Maintained
1912	MCM McMillion Capital Management Greensboro, North Carolina	$35K	+$33.5K	1	0.02%	New
1913	EM ELCO Management New York	$34K	+$36.5K	1	0.02%	New
1914	SL Salomon & Ludwin Richmond, Virginia	$34K	$0	1	0.01%	Maintained
1915	TI Truehand Inc Strafford, New Hampshire	$34K	$0	1	0.03%	Maintained
1916	VEA Virtus ETF Advisers New York	$33K	+$20.4K	2	0.01%	Increased
1917	CFN Cordasco Financial Network Naples, Florida	$31K	+$7.76K	1	0.03%	Increased
1918	IRC Investors Research Corp Atlanta, Georgia	$30K	$0	1	0.02%	Maintained
1919	RCG Ruggie Capital Group Tavares, Florida	$29K	-$722K	1	0.05%	Reduced
1920	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$26K	$0	1	0.02%	Maintained
1921	SouthState Corp Winter Haven, Florida	$26K	$0	1	0%	Maintained
1922	APC Aspire Private Capital Cornelius, North Carolina	$25K	-$2K	2	0.01%	Reduced
1923	ETI Enterprise Trust & Investment Los Gatos, California	$25K	+$24.5K	1	0.02%	New
1924	SIS Sound Income Strategies Ft Lauderdale, Florida	$25K	+$3.91K	3	0.01%	Increased
1925	FIG Fortress Investment Group New York	$24K	$0	1	0%	Maintained