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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	PCM Perkins Capital Management Wayzata, Minnesota	$15K	$0	1	0.02%	Maintained
2027	AWM Avondale Wealth Management West Lake Hills, Texas	$14K	$0	1	0.02%	Maintained
2028	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$14K	-$1.66K	2	0%	Reduced
2029	TF TimeScale Financial Danvers, Massachusetts	$14K	$0	1	0%	Maintained
2030	VCM Vigilant Capital Management Portland, Maine	$14K	-$229K	2	0%	Reduced
2031	BC Barnett & Company Chattanooga, Tennessee	$13K	$0	1	0.01%	Maintained
2032	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$13K	$0	1	0.01%	Maintained
2033	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$12K	$0	1	0.02%	Maintained
2034	JIP Jaffetilchin Investment Partners Tampa, Florida	$12K	-$20.4K	1	0%	Reduced
2035	TI tru Independence Portland, Oregon	$12K	$0	3	0%	Maintained
2036	CFFP Center for Financial Planning Southfied, Michigan	$11K	$0	1	0%	Maintained
2037	APW Acima Private Wealth Richmond, Virginia	$10K	$0	1	0.01%	Maintained
2038	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$10K	$0	1	0.01%	Maintained
2039	FPB First PREMIER Bank Sioux Falls, South Dakota	$10K	$0	1	0.01%	Maintained
2040	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$10K	-$36.9K	1	0%	Reduced
2041	MWM MBE Wealth Management Tomah, Wisconsin	$10K	+$14.3K	2	0.01%	New
2042	PH Pinnacle Holdings Tulsa, Oklahoma	$9.57K	$0	1	0.01%	Maintained
2043	CFD Creative Financial Designs Kokomo, Indiana	$9K	+$4.1K	1	0%	Increased
2044	FA Financial Advantage Columbia, Maryland	$9K	$0	1	0.01%	Maintained
2045	LFG LifePlan Financial Group Dayton, Ohio	$9K	$0	1	0%	Maintained
2046	TD Ameritrade Investment Management Omaha, Nebraska	$9K	+$3.75K	2	0%	Increased
2047	ACA Atlas Capital Advisors Jackson, Wyoming	$8.23K	-$284K	1	0%	Reduced
2048	ACA Ascension Capital Advisors Houston, Texas	$8K	$0	1	0.01%	Maintained
2049	APWM Atlas Private Wealth Management Albany, New York	$8K	-$4.75K	1	0.01%	Reduced
2050	BBA Braun-Bostich & Associates Canonsburg, Pennsylvania	$8K	$0	1	0.01%	Maintained