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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	TWM Triton Wealth Management Sun City, Arizona	$344K	+$262K	1	0.36%	New
1977	M Mirova Paris, France	$343K	-$5.8K	2	0.08%	Reduced
1978	LRPA L. Roy Papp & Associates Phoenix, Arizona	$342K	+$271K	1	0.05%	New
1979	SCM Southport Capital Management Chattanooga, Tennessee	$342K	+$271K	1	0.15%	New
1980	WU Wealthsimple US Brooklyn, New York	$342K	-$193K	1	0.26%	Reduced
1981	HCP Holt Capital Partners Fort Worth, Texas	$340K	+$269K	1	0.09%	New
1982	MMHP Murphy Middleton Hinkle & Parker Thomasville, Georgia	$340K	+$269K	1	0.25%	New
1983	SWA SFMG Wealth Advisors Plano, Texas	$340K	+$269K	1	0.05%	New
1984	TWP Tempus Wealth Planning Irvine, California	$340K	-$244K	1	0.51%	Reduced
1985	PWP Principle Wealth Partners Madison, Connecticut	$338K	+$266K	2	0.1%	New
1986	VLC Van Leeuwen & Company Princeton, New Jersey	$338K	-$102K	1	0.26%	Reduced
1987	WA Wealth Architects Mountain View, California	$338K	+$268K	1	0.09%	New
1988	WCWM Willow Creek Wealth Management Sebastopol, California	$337K	-$76.6K	1	0.15%	Reduced
1989	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$335K	+$266K	1	0.18%	New
1990	NERM New England Research & Management Chicago, Illinois	$335K	-$791K	1	0.24%	Reduced
1991	OWA One Wealth Advisors San Francisco, California	$333K	+$264K	1	0.26%	New
1992	KCM Kathmere Capital Management Wayne, Pennsylvania	$332K	+$263K	1	0.1%	New
1993	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$331K	+$263K	1	0.02%	New
1994	PAM Private Asset Management San Diego, California	$330K	+$261K	1	0.06%	New
1995	SVWAG Sound View Wealth Advisors Group Savannah, Georgia	$330K	+$262K	1	0.09%	New
1996	EWM Endurance Wealth Management Providence, Rhode Island	$327K	-$52K	1	0.05%	Reduced
1997	OGC Oak Grove Capital North Hampton, New Hampshire	$326K	-$1.52M	1	0.2%	Reduced
1998	RB Rodgers Brothers Harmony, Pennsylvania	$326K	+$258K	1	0.09%	New
1999	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$325K	+$77.4K	2	0.21%	Increased
2000	POIA Pin Oak Investment Advisors Houston, Texas	$323K	-$7.19K	1	0.3%	Reduced