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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
2026	AIA Affinity Investment Advisors Newport Beach, California	$582K	+$538K	1	0.3%	New
2027	Salem Investment Counselors Winston Salem, North Carolina	$581K	-$146K	13	0.01%	Reduced
2028	MW Maia Wealth Denver, Colorado	$577K	+$197K	2	0.09%	Increased
2029	SWM Selective Wealth Management Forest, Virginia	$573K	-$13.3K	1	0.15%	Reduced
2030	MCA McGuire Capital Advisors Bethany, Oklahoma	$572K	-$367K	16	0.31%	Reduced
2031	CH Cromwell Holdings Jackson, Wyoming	$572K	+$197K	11	0.26%	Increased
2032	BA Bridgewater Advisors New York	$571K	+$85.9K	1	0.03%	Increased
2033	PIC Portland Investment Counsel Burlington, Ontario, Canada	$571K	$0	1	0.16%	Maintained
2034	RCSA REYL & Cie S.A. Geneva, Switzerland	$570K	+$634K	2	0.66%	New
2035	MWAM Manhattan West Asset Management Los Angeles, California	$570K	-$5.69K	1	0.1%	Reduced
2036	CIS Custom Index Systems New York	$569K	-$157K	5	0.2%	Reduced
2037	GAA Green Alpha Advisors Niwot, Colorado	$568K	+$1.41K	1	0.38%	Increased
2038	CA COFG Advisors Oak Brook, Illinois	$567K	+$823K	2	0.1%	New
2039	FFA Founders Financial Alliance Raleigh, North Carolina	$565K	+$50.8K	2	0.07%	Increased
2040	PA Probity Advisors Dallas, Texas	$564K	-$91.2K	1	0.08%	Reduced
2041	HPWM High Point Wealth Management Chester, New Jersey	$561K	-$102K	4	0.46%	Reduced
2042	QFA Quattro Financial Advisors The Woodlands, Texas	$561K	$0	2	0.12%	Maintained
2043	RWB RMR Wealth Builders Montclair, New Jersey	$560K	+$11K	2	0.03%	Increased
2044	EPA Element Pointe Advisors Miami, Florida	$560K	+$691K	1	0.09%	New
2045	CT Coastline Trust Providence, Rhode Island	$556K	-$21.4K	1	0.05%	Reduced
2046	AWA ARQ Wealth Advisors Scottsdale, Arizona	$556K	+$100K	1	0.07%	Increased
2047	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$555K	-$2.67K	5	0.12%	Reduced
2048	SFGP Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania	$553K	+$60.2K	1	0.04%	Increased
2049	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$551K	+$252K	2	0.13%	Increased
2050	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$551K	+$212	1	0.05%	Increased