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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
2001	RMC Resources Management Corp West Hartford, Connecticut	$50K	$0	3	0.01%	Maintained
2002	WQ Wealth Quarterback Toms River, New Jersey	$48.7K	+$47.1K	2	0.04%	New
2003	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$48K	-$15.3K	2	0%	Reduced
2004	VNA Valley National Advisers Bethlehem, Pennsylvania	$48K	$0	4	0.01%	Maintained
2005	WWM Willingdon Wealth Management Huntersville, North Carolina	$48K	$0	1	0.01%	Maintained
2006	Emerald Advisers Leola, Pennsylvania	$47K	+$45.3K	1	0%	New
2007	DAM Delta Asset Management Memphis, Tennessee	$46K	+$3.88K	2	0.01%	Increased
2008	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$44K	+$841	2	0.02%	Increased
2009	CX Institutional Auburn, Indiana	$44K	-$104	1	0.01%	Reduced
2010	IndexIQ Advisors New York	$44K	+$42.3K	1	0%	New
2011	LWM Liberty Wealth Management Oakland, California	$44K	$0	2	0.03%	Maintained
2012	AC Aristides Capital Louisville, Kentucky	$43K	+$34.5K	1	0.03%	New
2013	OAMG Odey Asset Management Group London, United Kingdom	$43K	+$41.7K	1	0%	New
2014	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$43K	$0	1	0.03%	Maintained
2015	PO Private Ocean San Rafael, California	$42K	-$159K	2	0.01%	Reduced
2016	1832 Asset Management Toronto, Ontario, Canada	$41K	+$7.4K	1	0%	Increased
2017	AA Argent Advisors Monroe, Louisiana	$36K	+$36.2K	3	0.03%	New
2018	SWM Sugarloaf Wealth Management Duluth, Georgia	$36K	+$34.5K	2	0.02%	New
2019	RG Retirement Group San Diego, California	$34K	+$33K	1	0.02%	New
2020	AP Advisors Preferred Rockville, Maryland	$33K	+$32.1K	1	0.01%	New
2021	MCM McMillion Capital Management Greensboro, North Carolina	$33K	$0	1	0.02%	Maintained
2022	SL Salomon & Ludwin Richmond, Virginia	$32K	$0	1	0.01%	Maintained
2023	SC Solstein Capital Menlo Park, California	$32K	+$30.7K	1	0.06%	New
2024	SFPG Stonebridge Financial Planning Group Orlando, Florida	$32K	+$32K	2	0.03%	New
2025	TI Truehand Inc Strafford, New Hampshire	$32K	$0	1	0.02%	Maintained