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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	RMC Resources Management Corp West Hartford, Connecticut	$44K	+$4.64K	3	0.01%	Increased
1977	SouthState Corp Winter Haven, Florida	$43K	+$24.3K	1	0.01%	Increased
1978	VNA Valley National Advisers Bethlehem, Pennsylvania	$43K	+$4.64K	4	0.01%	Increased
1979	SFPG Stonebridge Financial Planning Group Orlando, Florida	$42K	+$11.5K	2	0.04%	Increased
1980	WQ Wealth Quarterback Toms River, New Jersey	$41.6K	-$1.29K	2	0.04%	Reduced
1981	DAM Delta Asset Management Memphis, Tennessee	$41K	$0	2	0.01%	Maintained
1982	IRC Investors Research Corp Atlanta, Georgia	$41K	-$1.29K	3	0.03%	Reduced
1983	AlphaCore Capital La Jolla, California	$40K	+$46.7K	2	0.03%	New
1984	EP Eudaimonia Partners Winchester, Tennessee	$40K	-$249K	1	0.02%	Reduced
1985	Gratus Capital Atlanta, Georgia	$40K	+$48.4K	1	0.01%	New
1986	KFI Key Financial Inc West Chester, Pennsylvania	$39K	+$45K	2	0.04%	New
1987	WWM Willingdon Wealth Management Huntersville, North Carolina	$38K	-$4.53K	1	0.01%	Reduced
1988	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$36K	-$4.32K	2	0.02%	Reduced
1989	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$34K	-$16.3K	2	0.02%	Reduced
1990	SWM Sugarloaf Wealth Management Duluth, Georgia	$33K	+$4.47K	3	0.01%	Increased
1991	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$32K	+$28.2K	1	0.01%	Increased
1992	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$31K	+$11.8K	1	0.02%	Increased
1993	AIC Ayalon Insurance Company Ramat Gan, Israel	$29K	+$34.4K	1	0.02%	New
1994	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$29K	+$30.8K	2	0.03%	Increased
1995	MCM McMillion Capital Management Greensboro, North Carolina	$29K	$0	1	0.02%	Maintained
1996	SL Salomon & Ludwin Richmond, Virginia	$29K	$0	1	0.01%	Maintained
1997	TI Truehand Inc Strafford, New Hampshire	$29K	$0	1	0.03%	Maintained
1998	ICM Islay Capital Management Lubbock, Texas	$28K	$0	2	0.04%	Maintained
1999	EWP Engrave Wealth Partners The Woodlands, Texas	$27K	-$66.6K	2	0.03%	Reduced
2000	CFN Cordasco Financial Network Naples, Florida	$26K	+$242	2	0.03%	Increased