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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
2051	BAM Bellevue Asset Management Bellevue, Washington	$18K	+$17.3K	2	0.01%	New
2052	DI Disciplined Investments Tulsa, Oklahoma	$17K	+$16.2K	2	0.01%	New
2053	AWM Avondale Wealth Management West Lake Hills, Texas	$16K	$0	1	0.02%	Maintained
2054	TF TimeScale Financial Danvers, Massachusetts	$16K	$0	1	0%	Maintained
2055	BC Barnett & Company Chattanooga, Tennessee	$15K	+$3.65K	1	0.01%	Increased
2056	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$15K	+$64	4	0.01%	Increased
2057	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$15K	+$14.4K	1	0.01%	New
2058	APWM Atlas Private Wealth Management Albany, New York	$14K	+$13.7K	1	0.01%	New
2059	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$14K	$0	1	0.01%	Maintained
2060	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$13K	$0	1	0.01%	Maintained
2061	CI Cordant Inc Portland, Oregon	$13K	+$12.3K	2	0.01%	New
2062	FGAM Financial Gravity Asset Management Lakeway, Texas	$13K	-$1K	1	0.01%	Reduced
2063	FPB First PREMIER Bank Sioux Falls, South Dakota	$13K	$0	1	0.01%	Maintained
2064	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$13K	-$263K	1	0%	Reduced
2065	LF Lee Financial Dallas, Texas	$13K	$0	1	0%	Maintained
2066	RT Rockland Trust Hanover, Massachusetts	$13K	$0	1	0%	Maintained
2067	CFFP Center for Financial Planning Southfied, Michigan	$12K	+$11.6K	1	0%	New
2068	TI tru Independence Portland, Oregon	$12K	+$17.3K	3	0%	New
2069	WCM Wealthcare Capital Management Richmond, Virginia	$12K	+$11.5K	2	0%	New
2070	APW Acima Private Wealth Richmond, Virginia	$11K	$0	1	0.01%	Maintained
2071	ACA Ascension Capital Advisors Houston, Texas	$11K	+$15K	1	0.01%	New
2072	Avior Wealth Management Omaha, Nebraska	$11K	$0	1	0%	Maintained
2073	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$11K	+$10.4K	1	0.01%	New
2074	IIA ICW Investment Advisors Scottsdale, Arizona	$11K	+$10.4K	1	0.01%	New
2075	TIM Tortoise Investment Management White Plains, New York	$11K	$0	1	0%	Maintained