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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	MHR Matthew Hamilton Rosenberg	$120K	-$12.3K	7	0.04%	Reduced
1977	FIG Fortress Investment Group New York	$119K	$0	1	0.02%	Maintained
1978	BWA Bordeaux Wealth Advisors Menlo Park, California	$119K	$0	1	0.05%	Maintained
1979	PWM Praetorian Wealth Management Carmel, California	$118K	+$180K	1	0.04%	Increased
1980	CIA Cape Investment Advisory Mcdonough, Georgia	$117K	+$29.3K	5	0.07%	Increased
1981	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$116K	+$4.38K	2	0.05%	Increased
1982	KA Kozak & Associates Highlands Ranch, Colorado	$115K	+$13.7K	2	0.04%	Increased
1983	PP PrairieView Partners St. Paul, Minnesota	$115K	-$13K	5	0.02%	Reduced
1984	Advisory Alpha Holland, Michigan	$115K	-$81.8K	2	0.01%	Reduced
1985	AWM Angeles Wealth Management Santa Monica, California	$114K	$0	1	0.02%	Maintained
1986	C Covestor London, United Kingdom	$113K	+$27.4K	8	0.09%	Increased
1987	UCB United Community Bank Greenville, South Carolina	$113K	+$78.8K	1	0.06%	Increased
1988	I INVST Indianapolis, Indiana	$111K	$0	1	0.02%	Maintained
1989	OQS Occudo Quantitative Strategies Fort Lauderdale, Florida	$110K	-$106K	1	0.01%	Reduced
1990	CFD Creative Financial Designs Kokomo, Indiana	$109K	-$16.5K	9	0.01%	Reduced
1991	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$108K	+$121K	2	0.05%	New
1992	WA Wealthstar Advisors Plano, Texas	$106K	$0	1	0.04%	Maintained
1993	NFG Norris Financial Group Greenville, South Carolina	$106K	+$4.5K	1	0.07%	Increased
1994	DIP DT Investment Partners Chadds Ford, Pennsylvania	$104K	$0	1	0.01%	Maintained
1995	IW Instrumental Wealth Tampa, Florida	$103K	$0	1	0.12%	Maintained
1996	VNA Valley National Advisers Bethlehem, Pennsylvania	$103K	-$13.6K	5	0.02%	Reduced
1997	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$102K	+$457	1	0.01%	Increased
1998	CIM Cambria Investment Management Manhattan Beach, California	$102K	+$113K	1	0.01%	Increased
1999	TLA Tanglewood Legacy Advisors Houston, Texas	$101K	$0	3	0.06%	Maintained
2000	BHWM Beaird Harris Wealth Management Dallas, Texas	$100K	+$43.8K	9	0.01%	Increased