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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
1926	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$15K	$0	1	0.01%	Maintained
1927	VEA Virtus ETF Advisers New York	$13K	-$38K	1	0.03%	Reduced
1928	Bogart Wealth LLC Mclean, Virginia	$12K	$0	2	0.01%	Maintained
1929	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$12K	+$5.1K	1	0.02%	Increased
1930	LF Lee Financial Dallas, Texas	$12K	$0	1	0%	Maintained
1931	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$11K	$0	2	0.01%	Maintained
1932	FA Financial Advantage Columbia, Maryland	$10K	+$9.47K	1	0.01%	New
1933	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$10K	+$9.2K	1	0.01%	New
1934	SHJ Sharkey, Howes & Javer Denver, Colorado	$10K	$0	1	0%	Maintained
1935	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$9K	$0	1	0.01%	Maintained
1936	FWC First Washington Corp Seattle, Washington	$9K	-$1.74M	1	0%	Reduced
1937	LFG LifePlan Financial Group Dayton, Ohio	$9K	$0	1	0%	Maintained
1938	PC Permanens Capital New York	$9K	+$8.52K	1	0%	New
1939	Avior Wealth Management Omaha, Nebraska	$8K	-$1.34K	1	0%	Reduced
1940	LPWM Lake Point Wealth Management Rockwall, Texas	$8K	-$2.66K	2	0%	Reduced
1941	TIM Tortoise Investment Management White Plains, New York	$7K	+$1.42K	1	0%	Increased
1942	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$6.51K	+$5.75K	2	0.01%	New
1943	1NWS 1 North Wealth Services Annapolis, Maryland	$6K	$0	1	0%	Maintained
1944	IWA Intercontinental Wealth Advisors San Antonio, Texas	$6K	-$30K	1	0%	Reduced
1945	KL KWMG LLC Overland Park, Kansas	$6K	$0	1	0%	Maintained
1946	MIM Macroview Investment Management Bethesda, Maryland	$6K	-$336	2	0.01%	Reduced
1947	TA TCG Advisors Austin, Texas	$6K	+$5.25K	2	0.01%	New
1948	KFS Kelly Financial Services Braintree, Massachusetts	$5.62K	+$5.43K	1	0.01%	New
1949	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$5K	+$4.92K	1	0%	New
1950	CFA Camarda Financial Advisors Fleming Island, Florida	$4K	+$3.5K	1	0.01%	New