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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
1951	QCIG Quad-Cities Investment Group Davenport, Iowa	$681K	+$201K	1	0.24%	Increased
1952	RNC Capital Management Los Angeles, California	$681K	+$5.69K	1	0.03%	Increased
1953	Alphadyne Asset Management New York	$679K	-$6.23M	7	0.01%	Reduced
1954	DWG Darden Wealth Group Ann Arbor, Michigan	$677K	+$354K	1	0.27%	Increased
1955	WI Wahed Invest New York	$677K	-$46.2K	1	0.07%	Reduced
1956	RIA Regal Investment Advisors Kentwood, Michigan	$676K	+$129K	1	0.04%	Increased
1957	XF XML Financial Bethesda, Maryland	$675K	+$635K	2	0.05%	New
1958	LGM L1 Global Manager Melbourne,	$672K	+$832K	3	0.47%	Increased
1959	71 West Capital Partners Boston, Massachusetts	$669K	+$598K	2	0.02%	New
1960	HIP Harrell Investment Partners Austin, Texas	$666K	-$362K	1	0.14%	Reduced
1961	RRWA Rainey & Randall Wealth Advisors Celebration, Florida	$664K	+$741K	2	0.09%	Increased
1962	DI Diligent Investors Redlands, California	$662K	+$187K	4	0.15%	Increased
1963	LRIC Long Road Investment Counsel Kalamazoo, Michigan	$661K	$0	1	0.24%	Maintained
1964	CHA Cooper/Haims Advisors Victor, New York	$660K	+$690K	2	0.28%	New
1965	ATI ARK & TLK Investments Oklahoma City, Oklahoma	$659K	$0	2	0.16%	Maintained
1966	CSB City State Bank Norwalk, Iowa	$657K	-$17.3K	12	0.15%	Reduced
1967	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$656K	-$76.2K	10	0.08%	Reduced
1968	AF Atala Financial Calabasas, California	$654K	-$118K	1	0.4%	Reduced
1969	Avantax Planning Partners Dubuque, Iowa	$653K	+$220K	3	0.02%	Increased
1970	AWCI Alpine Woods Capital Investors Purchase, New York	$652K	+$544K	1	0.14%	New
1971	WWM Whalen Wealth Management Las Vegas, Nevada	$651K	+$74.3K	1	0.29%	Increased
1972	CA Carson Advisory Athens, Georgia	$650K	+$36.2K	1	0.3%	Increased
1973	MPWS McCarter Private Wealth Services Boston, Massachusetts	$650K	+$126K	1	0.22%	Increased
1974	PWM Partners Wealth Management Carmel By The Sea, California	$648K	+$55.5K	1	0.64%	Increased
1975	AF Abound Financial Granite Bay, California	$647K	+$124K	13	0.26%	Increased