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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	GSC G&S Capital Denver, Colorado	$26K	$0	1	0.05%	Maintained
2002	LWM Liberty Wealth Management Oakland, California	$26K	-$15.3K	2	0.02%	Reduced
2003	Algert Global San Francisco, California	$24K	-$72.9K	1	0.01%	Reduced
2004	CB Community Bank Dewitt, New York	$24K	$0	1	0.01%	Maintained
2005	PP PrairieView Partners St. Paul, Minnesota	$23K	+$28.1K	2	0.01%	New
2006	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$23K	$0	1	0.02%	Maintained
2007	ZCM Zebra Capital Management Stamford, Connecticut	$23K	-$16.3K	1	0.04%	Reduced
2008	MWP Meridian Wealth Partners Exton, Pennsylvania	$22K	+$5.63K	1	0.01%	Increased
2009	CX Institutional Auburn, Indiana	$21K	-$20.9K	1	0%	Reduced
2010	GG Gleason Group Prospect, Kentucky	$21K	-$51.3K	1	0.02%	Reduced
2011	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$20K	+$11.5K	2	0.02%	Increased
2012	BCM Brooktree Capital Management Gand Rapids, Michigan	$19K	+$22.1K	1	0.02%	New
2013	Catalyst Capital Advisors Huntington, New York	$19K	-$210K	1	0%	Reduced
2014	HWM HighMark Wealth Management St. Paul, Minnesota	$19K	-$5.85K	3	0.02%	Reduced
2015	LSA Lion Street Advisors Austin, Texas	$19K	+$22.6K	2	0.1%	New
2016	TCM TD Capital Management Memphis, Tennessee	$19K	$0	1	0%	Maintained
2017	BAM Bellevue Asset Management Bellevue, Washington	$18K	$0	2	0.02%	Maintained
2018	Bogart Wealth LLC Mclean, Virginia	$18K	$0	2	0%	Maintained
2019	EM ELCO Management New York	$18K	$0	1	0.02%	Maintained
2020	ETI Enterprise Trust & Investment Los Gatos, California	$18K	$0	1	0.01%	Maintained
2021	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$17K	$0	1	0.01%	Maintained
2022	SJIM St. Johns Investment Management Jacksonville, Florida	$17K	+$21.7K	1	0.02%	New
2023	CCP Cardan Capital Partners Denver, Colorado	$16K	+$19.5K	1	0%	New
2024	DI Disciplined Investments Tulsa, Oklahoma	$16K	+$773	2	0.02%	Increased
2025	OCM Ovata Capital Management Hong Kong	$16K	+$20.5K	1	0.01%	New