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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	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$78.3K	+$15.1K	6	0.02%	Increased
2027	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$77.4K	-$6.25K	3	0.02%	Reduced
2028	GWMIA Global Wealth Management Investment Advisory Fort Lauderdale, Florida	$76.9K	+$6.93K	6	0.02%	Increased
2029	CWR Chico Wealth RIA Chico, California	$75.3K	$0	1	0.09%	Maintained
2030	NIC Northwest Investment Counselors Lake Oswego, Oregon	$73.8K	-$78.3K	3	0.02%	Reduced
2031	TFA Toth Financial Advisory Leesburg, Virginia	$73.1K	+$15.5K	6	0.01%	Increased
2032	CBT Central Bank & Trust Lexington, Kentucky	$72.6K	-$599	3	0.01%	Reduced
2033	RFA Resurgent Financial Advisors Atlanta, Georgia	$72K	+$6.61K	1	0.05%	Increased
2034	BSB Bangor Savings Bank Bangor, Maine	$70.9K	-$2.15K	1	0.01%	Reduced
2035	CWS Cypress Wealth Services Palm Desert, California	$70.5K	$0	1	0.02%	Maintained
2036	PWMG Provence Wealth Management Group Irvine, California	$69.6K	+$79.2K	5	0.04%	New
2037	EWM Evermay Wealth Management Arlington, Virginia	$69.6K	-$40.7K	3	0.01%	Reduced
2038	FWM Focused Wealth Management Newburgh, New York	$69.5K	-$22	8	0.01%	Reduced
2039	PWS Precision Wealth Strategies Saint Louis, Missouri	$68K	-$1.03K	1	0.07%	Reduced
2040	AGWCA Annis Gardner Whiting Capital Advisors Tampa, Florida	$67.3K	+$75K	1	0.04%	New
2041	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$67K	$0	8	0.02%	Maintained
2042	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$66.1K	+$4.49K	4	0.02%	Increased
2043	MLA MB, Levis & Associates Center Valley, Pennsylvania	$65.7K	$0	1	0.04%	Maintained
2044	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$65.6K	-$2.95K	6	0.03%	Reduced
2045	AAG Armstrong Advisory Group Needham, Massachusetts	$64.5K	-$17.9K	7	0.01%	Reduced
2046	PP Pacifica Partners Surrey, Canada	$64.2K	$0	3	0.04%	Maintained
2047	AWM AllSquare Wealth Management Albany, New York	$63.8K	$0	5	0.04%	Maintained
2048	BCM Birch Capital Management Dallas, Texas	$63.5K	$0	2	0.04%	Maintained
2049	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$63.1K	-$11.7K	5	0.04%	Reduced
2050	POIA Pin Oak Investment Advisors Houston, Texas	$63K	$0	2	0.07%	Maintained