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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	GSC G&S Capital Denver, Colorado	$31K	$0	1	0.02%	Maintained
2027	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$31K	$0	2	0.01%	Maintained
2028	ICM Islay Capital Management Lubbock, Texas	$31K	+$30.5K	2	0.03%	New
2029	CFN Cordasco Financial Network Naples, Florida	$29K	$0	1	0.03%	Maintained
2030	HWM HighMark Wealth Management St. Paul, Minnesota	$29K	+$29.6K	3	0.03%	New
2031	PCM Perkins Capital Management Wayzata, Minnesota	$29K	-$201K	1	0.03%	Reduced
2032	RCG Ruggie Capital Group Tavares, Florida	$28K	-$261K	1	1.64%	Reduced
2033	CB Community Bank Dewitt, New York	$27K	-$4.17K	1	0%	Reduced
2034	TFA Tobias Financial Advisors Plantation, Florida	$27K	+$27.2K	2	0.02%	New
2035	AIL AGF Investments LLC Toronto, Ontario, Canada	$26K	-$8.34K	1	0%	Reduced
2036	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$26K	+$25.3K	1	0.02%	New
2037	BFS Baskin Financial Services Toronto, Ontario, Canada	$25K	$0	1	0%	Maintained
2038	CCA Column Capital Advisors Indianapolis, Indiana	$25K	+$24.6K	1	0.01%	New
2039	JIP Jaffetilchin Investment Partners Tampa, Florida	$24K	+$8.88K	1	0.01%	Increased
2040	SouthState Corp Winter Haven, Florida	$24K	$0	1	0%	Maintained
2041	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$23K	+$10.7K	1	0%	Increased
2042	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$23K	+$22.5K	1	0.01%	New
2043	APC Aspire Private Capital Cornelius, North Carolina	$22K	$0	2	0.01%	Maintained
2044	Bogart Wealth LLC Mclean, Virginia	$22K	+$10.8K	2	0.01%	Increased
2045	ETI Enterprise Trust & Investment Los Gatos, California	$22K	$0	1	0.01%	Maintained
2046	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$21K	+$1.84K	1	0.01%	Increased
2047	TCM TD Capital Management Memphis, Tennessee	$21K	$0	1	0%	Maintained
2048	EM ELCO Management New York	$20K	$0	1	0.01%	Maintained
2049	MWP Meridian Wealth Partners Exton, Pennsylvania	$20K	+$19.1K	1	0.01%	New
2050	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$19K	$0	2	0%	Maintained