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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	W WealthStone Columbus, Ohio	$9.18K	+$8.88K	2	0%	New
1952	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$9K	$0	2	0%	Maintained
1953	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$9K	+$8.31K	1	0%	New
1954	HS Horan Securities Cincinnati, United States	$9K	+$5.54K	1	0.01%	Increased
1955	LPWM Lake Point Wealth Management Rockwall, Texas	$8K	$0	2	0%	Maintained
1956	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$6K	+$6.1K	1	0%	New
1957	EI Ellevest Inc New York	$6K	-$21.6K	1	0%	Reduced
1958	EIP Ellis Investment Partners Berwyn, Pennsylvania	$6K	+$5.87K	1	0%	New
1959	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$6K	$0	1	0.01%	Maintained
1960	IWA Intercontinental Wealth Advisors San Antonio, Texas	$6K	$0	1	0%	Maintained
1961	FWC First Washington Corp Seattle, Washington	$5K	$0	1	0%	Maintained
1962	SFA Semmax Financial Advisors Winston Salem, North Carolina	$5K	-$30K	1	0%	Reduced
1963	SA SRH Advisors Salina, Kansas	$5K	$0	1	0.01%	Maintained
1964	TA TCG Advisors Austin, Texas	$5K	-$1K	1	0%	Reduced
1965	Walleye Capital New York	$5K	+$7.2K	1	0%	New
1966	FIB First Interstate Bank Billings, Montana	$4K	$0	1	0%	Maintained
1967	MIM Macroview Investment Management Bethesda, Maryland	$4K	-$3K	1	0.01%	Reduced
1968	NCM New Capital Management Houston, Texas	$3K	$0	1	0.01%	Maintained
1969	Simon Quick Advisors Morristown, New Jersey	$2.06K	-$144K	1	0%	Reduced
1970	BSG Black Swift Group Boulder, Colorado	$2K	-$3.63M	1	0%	Reduced
1971	CFA Camarda Financial Advisors Fleming Island, Florida	$2K	-$1.88K	1	0%	Reduced
1972	GFPC Global Financial Private Capital Sarasota, Florida	$2K	+$1.89K	1	0%	New
1973	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$2K	$0	1	0%	Maintained
1974	BWA BDO Wealth Advisors Jacksonville, Florida	$1K	$0	1	0%	Maintained
1975	CIR Clear Investment Research Alpharetta, Georgia	$1K	$0	1	0%	Maintained