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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	LF Lee Financial Dallas, Texas	$8K	$0	1	0%	Maintained
2052	SCP Sandhill Capital Partners Buffalo, New York	$8K	+$12.1K	1	0%	New
2053	SWM Selective Wealth Management Forest, Virginia	$8K	$0	1	0.01%	Maintained
2054	Altshuler Shaham Tel Aviv, Israel	$7K	+$4.57K	2	0%	Increased
2055	SFG Sowa Financial Group Lincoln, Rhode Island	$7K	$0	1	0.01%	Maintained
2056	Advisory Alpha Holland, Michigan	$6.87K	+$5.58K	2	0%	Increased
2057	TIM Tortoise Investment Management White Plains, New York	$6K	-$4K	1	0%	Reduced
2058	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$5K	$0	1	0%	Maintained
2059	WCM Wealthcare Capital Management Richmond, Virginia	$5K	-$6.42K	1	0%	Reduced
2060	KFS Kelly Financial Services Braintree, Massachusetts	$4.98K	+$3.2K	1	0.01%	Increased
2061	FIG Fortress Investment Group New York	$4K	$0	1	0%	Maintained
2062	HI Hoey Investments Coatesville, Pennsylvania	$4K	-$54.1K	1	0%	Reduced
2063	LPWM Lake Point Wealth Management Rockwall, Texas	$4K	$0	1	0%	Maintained
2064	OIA Optimum Investment Advisors Chicago, Illinois	$4K	-$107K	1	0%	Reduced
2065	SFA Semmax Financial Advisors Winston Salem, North Carolina	$4K	$0	1	0%	Maintained
2066	TWP TFO Wealth Partners Maumee, Ohio	$4K	+$4.86K	1	0%	New
2067	EIP Ellis Investment Partners Berwyn, Pennsylvania	$3K	$0	1	0%	Maintained
2068	FWM Filbrandt Wealth Management Middleton, Wisconsin	$3K	+$4.39K	2	0%	New
2069	HR Howe & Rusling Rochester, New York	$3K	+$3.09K	2	0%	Increased
2070	IWP IAG Wealth Partners Waukesha, Wisconsin	$3K	$0	1	0%	Maintained
2071	MIM Macroview Investment Management Bethesda, Maryland	$3K	-$3.53K	1	0.01%	Reduced
2072	SMG Spectrum Management Group Indianapolis, Indiana	$3K	+$2.98K	1	0%	New
2073	SA SRH Advisors Salina, Kansas	$3K	$0	1	0.01%	Maintained
2074	GFPC Global Financial Private Capital Sarasota, Florida	$2K	+$2.54K	1	0%	New
2075	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$2K	-$10.5K	3	0%	Reduced