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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
1976	PP Patten & Patten Chattanooga, Tennessee	$647K	-$106K	1	0.03%	Reduced
1977	KPP Kings Path Partners Sugar Land, Texas	$647K	$0	4	0.17%	Maintained
1978	SAM Strategy Asset Managers Pasadena, California	$646K	-$24.7K	1	0.1%	Reduced
1979	ATS Ashton Thomas Securities Rochester, New York	$645K	-$16.5K	2	0.1%	Reduced
1980	HH Hilltop Holdings Dallas, Texas	$645K	-$334K	2	0.05%	Reduced
1981	WAS Winch Advisory Services Appleton, Wisconsin	$645K	-$11.7K	4	0.13%	Reduced
1982	TM Tikvah Management Charlotte, North Carolina	$643K	$0	1	0.2%	Maintained
1983	VC VarCov Co Darien, Connecticut	$641K	-$782K	2	0.24%	Reduced
1984	BAM Byrne Asset Management Kingston, New Jersey	$640K	-$18K	3	0.35%	Reduced
1985	EI Ellevest Inc New York	$639K	-$74.8K	1	0.08%	Reduced
1986	WC Westerkirk Capital Victoria,	$639K	$0	1	0.06%	Maintained
1987	APWM Argonautica Private Wealth Management Wellesley, Massachusetts	$638K	$0	1	0.16%	Maintained
1988	DC DeDora Capital Napa, California	$638K	+$302K	2	0.14%	Increased
1989	SVCP Silicon Valley Capital Partners San Jose, California	$637K	-$35.9K	3	0.05%	Reduced
1990	KIA KCM Investment Advisors Greenbrae, California	$637K	+$93.8K	2	0.02%	Increased
1991	IFU iSAM Funds (UK) London, United Kingdom	$636K	+$614K	2	0.45%	New
1992	PIMG Patriot Investment Management Group Knoxville, Tennessee	$631K	-$1.05M	1	0.04%	Reduced
1993	Wasatch Advisors Salt Lake City, Utah	$630K	+$980K	1	0%	New
1994	FFP Freedom Financial Partners Oakdale, Minnesota	$627K	+$2.41K	1	0.2%	Increased
1995	Curi RMB Capital Chicago, Illinois	$626K	+$239K	2	0.01%	Increased
1996	TCWA Turtle Creek Wealth Advisors Dallas, Texas	$625K	-$341K	2	0.03%	Reduced
1997	Cohen & Steers New York	$625K	$0	3	0%	Maintained
1998	RFA Resurgent Financial Advisors Atlanta, Georgia	$624K	-$70.9K	1	0.17%	Reduced
1999	Capital International Los Angeles, California	$623K	+$29.2K	1	0.02%	Increased
2000	ACS Archford Capital Strategies Swansea, Illinois	$621K	+$325	2	0.06%	Increased