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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	HHGA Halbert Hargrove Global Advisors Long Beach, California	$365K	+$290K	1	0.05%	New
1952	JIC Joel Isaacson & Co New York	$365K	+$289K	1	0.05%	New
1953	CreativeOne Wealth Overland Park, Kansas	$363K	+$288K	1	0.06%	New
1954	FIM Fruth Investment Management Houston, Texas	$362K	+$288K	1	0.15%	New
1955	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$362K	+$264K	1	0.11%	New
1956	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$361K	-$6.04K	5	0.12%	Reduced
1957	TC Truvestments Capital Sarasota, Florida	$360K	+$54.7K	2	0.37%	Increased
1958	AF Alerus Financial Grand Forks, North Dakota	$359K	-$31.4K	1	0.04%	Reduced
1959	VC Vicus Capital State College, Pennsylvania	$359K	-$10.9K	1	0.05%	Reduced
1960	LDFR Lehman & Derafelo Financial Resources Media, Pennsylvania	$357K	+$273K	2	0.12%	New
1961	WB West Bancorporation West Des Moines, Iowa	$356K	-$40.8K	1	0.41%	Reduced
1962	Crawford Investment Counsel Atlanta, Georgia	$355K	+$282K	1	0.01%	New
1963	CAM Cozad Asset Management Champaign, Illinois	$354K	+$281K	1	0.07%	New
1964	AGA Arkos Global Advisors Houston, Texas	$353K	+$257K	1	0.18%	New
1965	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$351K	-$95.2K	1	0.06%	Reduced
1966	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$351K	+$279K	1	0.1%	New
1967	ACM Argent Capital Management St Louis, Missouri	$348K	+$276K	1	0.01%	New
1968	AP Arlington Partners Birmingham, Alabama	$348K	-$4.97K	1	0.2%	Reduced
1969	First Merchants Corp Muncie, Indiana	$348K	+$276K	1	0.03%	New
1970	FA Fortis Advisors Wayne, Pennsylvania	$348K	-$15.8K	1	0.34%	Reduced
1971	GC Grace Capital Quincy, Massachusetts	$348K	$0	1	0.3%	Maintained
1972	APW Austin Private Wealth Austin, Texas	$346K	+$275K	1	0.15%	New
1973	MCG MACRO Consulting Group Parsippany, New Jersey	$346K	$0	1	0.24%	Maintained
1974	CPA Capital Planning Advisors Roseville, California	$345K	+$274K	1	0.1%	New
1975	CPO Cerity Partners OCIO New York	$344K	+$273K	1	0.02%	New