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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	Landscape Capital Management Englewood, New Jersey	$212K	-$563K	1	0.03%	Reduced
1902	PFP Paragon Financial Partners Woodland Hills, California	$211K	$0	1	0.22%	Maintained
1903	Fagan Associates Troy, New York	$211K	-$2.62K	1	0.05%	Reduced
1904	Appleton Partners Boston, Massachusetts	$210K	-$28.4K	1	0.02%	Reduced
1905	Resources Management Corp West Hartford, Connecticut	$210K	-$199K	1	0.03%	Reduced
1906	Independent Solutions Wealth Management Williamsville, New York	$210K	-$26.6K	1	0.05%	Reduced
1907	Focus Partners Advisor Solutions Saint Louis, Missouri	$210K	-$322K	1	0.01%	Reduced
1908	Northeast Financial Consultants Westport, Connecticut	$209K	-$419K	1	0.01%	Reduced
1909	WCM Whitener Capital Management Rocky Mount, North Carolina	$208K	-$23.8K	1	0.08%	Reduced
1910	ACMA Arbor Capital Management (Alaska) Anchorage, Alaska	$208K	+$9.11K	1	0.19%	Increased
1911	Tompkins Financial Ithaca, New York	$207K	-$16.1K	4	0.03%	Reduced
1912	KPF K2 Principal Fund Toronto, Ontario, Canada	$205K	+$193K	2	0.04%	Increased
1913	Capital Advisors Ltd Shaker Heights, Ohio	$205K	+$18.4K	5	0.03%	Increased
1914	BIA Beacon Investment Advisors Gaithersburg, Maryland	$205K	+$230K	1	0.15%	New
1915	TRIA Trail Ridge Investment Advisors Fort Collins, Colorado	$205K	-$892K	1	0.14%	Reduced
1916	HFP Holistic Financial Partners Indianapolis, Indiana	$204K	-$716	1	0.14%	Reduced
1917	WWP WR Wealth Planners Columbia, Missouri	$203K	+$28.7K	7	0.08%	Increased
1918	MMM Mendel Money Management Northbrook, Illinois	$203K	+$226K	1	0.11%	New
1919	SA SRH Advisors Salina, Kansas	$202K	+$163K	3	0.1%	Increased
1920	Abbrea Capital Greenbrae, California	$202K	-$195K	1	0.03%	Reduced
1921	DWM Darwin Wealth Management Tampa, Florida	$201K	+$221K	1	0.05%	New
1922	Thrive Wealth Management Audubon, Pennsylvania	$201K	-$34.1K	1	0.05%	Reduced
1923	Geller Advisors New York	$201K	-$60.9K	1	0.02%	Reduced
1924	Founders Financial Alliance Raleigh, North Carolina	$200K	-$50.7K	1	0.09%	Reduced
1925	HBW Hazlett, Burt & Watson Wheeling, West Virginia	$199K	+$43.4K	4	0.15%	Increased