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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	MWM Mascoma Wealth Management Hanover, New Hampshire	$24K	$0	1	0.02%	Maintained
1927	TCM TD Capital Management Memphis, Tennessee	$23K	$0	1	0%	Maintained
1928	WPW Winthrop Partners - WNY Buffalo, New York	$22.9K	$0	1	0.02%	Maintained
1929	Rothschild & Co Wealth Management (UK) London, United Kingdom	$22K	+$21.5K	1	0%	New
1930	Avior Wealth Management Omaha, Nebraska	$20K	+$9.81K	2	0%	Increased
1931	CCM Cribstone Capital Management Augusta, Maine	$20K	-$8.53K	2	0.01%	Reduced
1932	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$18K	$0	1	0.01%	Maintained
1933	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$18K	-$21K	1	0%	Reduced
1934	AWM Avondale Wealth Management West Lake Hills, Texas	$17K	$0	1	0.01%	Maintained
1935	FGAM Financial Gravity Asset Management Lakeway, Texas	$17K	+$119	3	0.01%	Increased
1936	TD Ameritrade Investment Management Omaha, Nebraska	$17K	-$371	3	0%	Reduced
1937	TF TimeScale Financial Danvers, Massachusetts	$17K	+$16.6K	1	0.01%	New
1938	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$15K	$0	1	0.01%	Maintained
1939	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$15K	+$1.66K	1	0.02%	Increased
1940	FMP Financial Management Professionals Austin, Texas	$15K	$0	2	0.01%	Maintained
1941	Bogart Wealth LLC Mclean, Virginia	$13K	-$776	2	0.01%	Reduced
1942	CFD Creative Financial Designs Kokomo, Indiana	$12K	-$6.99K	1	0.01%	Reduced
1943	FNB Farmers National Bank Danville, Kentucky	$11K	-$7.87K	1	0.01%	Reduced
1944	FA Financial Advantage Columbia, Maryland	$11K	$0	1	0.01%	Maintained
1945	LF Lee Financial Dallas, Texas	$11K	$0	1	0%	Maintained
1946	QCIG Quad-Cities Investment Group Davenport, Iowa	$11K	-$7.92K	2	0.01%	Reduced
1947	SHJ Sharkey, Howes & Javer Denver, Colorado	$11K	$0	1	0.01%	Maintained
1948	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$10K	$0	1	0.01%	Maintained
1949	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$10K	+$1.47K	2	0.01%	Increased
1950	LFG LifePlan Financial Group Dayton, Ohio	$10K	$0	1	0%	Maintained