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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	Plancorp LLC Saint Louis, Missouri	$323K	-$181K	1	0.1%	Reduced
2002	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$322K	+$133K	2	0.07%	Increased
2003	CL CSS LLC Chicago, Illinois	$319K	+$184K	2	0.02%	Increased
2004	Markel Group Glen Allen, Virginia	$319K	+$253K	1	0.01%	New
2005	BFPW BOK Financial Private Wealth Denver, Colorado	$314K	+$249K	1	0.03%	New
2006	RCS Retirement Capital Strategies San Jose, California	$314K	+$249K	1	0.15%	New
2007	VWM Vigilare Wealth Management Scottsdale, Arizona	$314K	+$32.8K	1	0.32%	Increased
2008	QT Quantamental Technologies White Plains, New York	$311K	-$585K	1	0.21%	Reduced
2009	SCA Spearhead Capital Advisors Wellington, Florida	$310K	+$226K	1	0.07%	New
2010	MHR Matthew Hamilton Rosenberg	$309K	+$135K	2	0.25%	Increased
2011	DAC Dividend Assets Capital Ridgeland, South Carolina	$308K	+$244K	1	0.06%	New
2012	AWM AllSquare Wealth Management Albany, New York	$307K	+$31K	1	0.23%	Increased
2013	EA Elm Advisors Burlingame, California	$304K	+$241K	1	0.21%	New
2014	HWM Howard Wealth Management Madison, Connecticut	$302K	+$221K	1	0.25%	New
2015	SP Symmetry Partners Glastonbury, Connecticut	$302K	+$239K	1	0.04%	New
2016	CC Cannell Capital Alta, Wyoming	$301K	-$345K	1	0.11%	Reduced
2017	Allworth Financial Folsom, California	$300K	+$10.8K	2	0.01%	Increased
2018	OCPWS One Charles Private Wealth Services Hingham, Massachusetts	$300K	+$214K	1	0.16%	New
2019	SC US (TTGP) Menlo Park, California	$300K	-$34M	1	0.02%	Reduced
2020	AWM Altavista Wealth Management Asheville, North Carolina	$299K	+$237K	1	0.09%	New
2021	BMC Benin Management Corp Wilton, Connecticut	$297K	-$97.2K	1	0.13%	Reduced
2022	Stock Yards Bank & Trust Louisville, Kentucky	$297K	+$235K	1	0.03%	New
2023	AWM Absher Wealth Management Chapel Hill, North Carolina	$296K	+$235K	1	0.08%	New
2024	DFG Demars Financial Group Spokane Valley, Washington	$296K	+$235K	1	0.25%	New
2025	MCM Murphy Capital Management Bedminster, New Jersey	$294K	+$233K	1	0.05%	New