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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	BFC Bedel Financial Consulting Indianapolis, Indiana	$117K	+$32.8K	2	0.07%	Increased
1927	DSC Duncker Streett & Co St. Louis, Missouri	$117K	+$113K	2	0.02%	New
1928	ME McIlrath & Eck Arlington, Washington	$117K	+$31.2K	1	0.06%	Increased
1929	CPA Cowen Prime Advisors New York	$115K	$0	1	0.05%	Maintained
1930	MCF Advisors Covington, Kentucky	$115K	+$19.8K	2	0.02%	Increased
1931	MAM Marquette Asset Management Minneapolis, Minnesota	$114K	$0	1	0.04%	Maintained
1932	WOC West Oak Capital Westlake Village, California	$114K	-$26.1K	2	0.06%	Reduced
1933	CCP Cyrus Capital Partners New York	$113K	$0	1	0.01%	Maintained
1934	TCWM Total Clarity Wealth Management St. Charles, Illinois	$112K	+$108K	2	0.08%	New
1935	OIA Optimum Investment Advisors Chicago, Illinois	$111K	$0	2	0.03%	Maintained
1936	PMFA Plante Moran Financial Advisors Southfield, Michigan	$110K	-$201K	3	0.04%	Reduced
1937	CT Caldwell Trust Venice, Florida	$109K	+$106K	2	0.02%	New
1938	NC NewSquare Capital Newtown Square, Pennsylvania	$109K	-$16.2K	2	0.02%	Reduced
1939	SBL Sargent Bickham Lagudis Boulder, Colorado	$108K	-$1.91K	4	0.01%	Reduced
1940	LWM Lenox Wealth Management Cincinnati, Ohio	$106K	-$49K	1	0.03%	Reduced
1941	HI Human Investing Lake Oswego, Oregon	$105K	$0	1	0.03%	Maintained
1942	PW Price Wealth Austin, Texas	$105K	+$80.6K	2	0.03%	Increased
1943	PGAM Princeton Global Asset Management Princeton, New Jersey	$105K	+$43.5K	1	0.04%	Increased
1944	TCI Wealth Advisors Tucson, Arizona	$102K	+$13.6K	6	0.04%	Increased
1945	TCM Tradewinds Capital Management Bellingham, Washington	$102K	+$18.2K	1	0.03%	Increased
1946	WCG Weaver Consulting Group Huntington Beach, California	$101K	+$47.9K	3	0.05%	Increased
1947	OFS OneAscent Financial Services Birmingham, Alabama	$98K	+$94.9K	1	0.05%	New
1948	RWM Raffa Wealth Management Washington, District of Columbia	$97.4K	$0	2	0.03%	Maintained
1949	EI Ellevest Inc New York	$97K	+$86.1K	2	0.03%	Increased
1950	EWP Engrave Wealth Partners The Woodlands, Texas	$97K	+$94.2K	3	0.09%	New