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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	FIB First Interstate Bank Billings, Montana	$4K	+$3.22K	1	0%	New
1952	PCA Providence Capital Advisors Charlotte, North Carolina	$4K	+$3.5K	1	0%	New
1953	HS Horan Securities Cincinnati, United States	$3K	+$2.37K	1	0%	New
1954	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$3K	$0	1	0%	Maintained
1955	NCM New Capital Management Houston, Texas	$3K	$0	1	0.01%	Maintained
1956	RTC Riverview Trust Company Vancouver, Washington	$3K	+$3.18K	1	0%	New
1957	BCH Berkshire Capital Holdings San Jose, California	$2K	-$13.9M	2	0%	Reduced
1958	Sageworth Trust Lancaster, Pennsylvania	$2K	+$1.8K	1	0%	New
1959	SA SRH Advisors Salina, Kansas	$2K	$0	1	0.01%	Maintained
1960	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$2K	$0	1	0%	Maintained
1961	CIR Clear Investment Research Alpharetta, Georgia	$1K	$0	1	0%	Maintained
1962	HR Howe & Rusling Rochester, New York	$1K	-$14.3K	2	0%	Reduced
1963	NWM Northwest Wealth Management Spencer, Iowa	$1K	$0	2	0%	Maintained
1964	NIM NuWave Investment Management Parsippany, New Jersey	$1K	+$947	1	0%	New
1965	6M 6 Meridian Wichita, Kansas	$0	-$6.28M	0	–	Closed
1966	AF Ally Financial Detroit, Michigan	$0	-$2.1M	0	–	Closed
1967	AWM Alterna Wealth Management Houston, Texas	$0	-$560K	0	–	Closed
1968	AFNAS American Financial Network Advisory Services Calabasas, California	$0	-$478K	0	–	Closed
1969	AMF Tjänstepension Stockholm, Sweden	$0	-$13.6M	0	–	Closed
1970	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$0	-$2.84M	0	–	Closed
1971	AAM AO Asset Management New York	$0	-$20.4M	0	–	Closed
1972	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$85K	0	–	Closed
1973	Armistice Capital New York	$0	-$30K	0	–	Closed
1974	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$0	$0	1	0%	Maintained
1975	AC Asturias Capital New York	$0	-$7.79M	0	–	Closed