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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	Perceptive Advisors New York	$62.1K	-$1.26M	1	0%	Reduced
2052	RWM Raffa Wealth Management Washington, District of Columbia	$61.6K	-$4.55K	3	0.02%	Reduced
2053	RW RVW Wealth Los Angeles, California	$60.9K	+$67.9K	1	0.01%	New
2054	GA GoalVest Advisory New York	$60.6K	-$975K	1	0.03%	Reduced
2055	RFA Register Financial Advisors Atlanta, Georgia	$60.2K	-$2.28K	4	0.04%	Reduced
2056	GG Golden Green Seneca, South Carolina	$60K	+$85.2K	2	0.06%	New
2057	QC QCM Cayman Houston, Texas	$60K	-$114K	1	0.39%	Reduced
2058	SageView Advisory Group Newport Beach, California	$59.8K	$0	1	0%	Maintained
2059	CFFP Center for Financial Planning Southfied, Michigan	$59.6K	$0	4	0.01%	Maintained
2060	AA Addison Advisors Middlebury, Vermont	$59.4K	-$2.73K	3	0.03%	Reduced
2061	FRA Front Row Advisors Tiburon, California	$58.9K	-$28.6K	3	0.03%	Reduced
2062	T TRUADVICE Sarasota, Florida	$58.6K	$0	1	0.02%	Maintained
2063	AP Arlington Partners Birmingham, Alabama	$57.9K	-$2.6K	1	0.02%	Reduced
2064	AT Arlington Trust Birmingham, Alabama	$57.9K	+$64.5K	1	0.02%	New
2065	HWM HighMark Wealth Management St. Paul, Minnesota	$57.8K	$0	9	0.05%	Maintained
2066	CYG Clean Yield Group Norwich, Vermont	$57.7K	-$40.6K	3	0.03%	Reduced
2067	EL EWA LLC Pittsbugh, Pennsylvania	$57K	+$44K	2	0.04%	Increased
2068	PMFA Plante Moran Financial Advisors Southfield, Michigan	$56.8K	-$16.7K	8	0.01%	Reduced
2069	HFM Hartford Financial Management Hartford, Connecticut	$56.2K	-$6.51K	4	0.01%	Reduced
2070	BCM Blume Capital Management Berkeley, California	$56.2K	$0	2	0.02%	Maintained
2071	GSC Ground Swell Capital Folly Beach, South Carolina	$55.5K	+$9.19K	2	0.09%	Increased
2072	SN Sittner & Nelson Eugene, Oregon	$54.7K	$0	3	0.03%	Maintained
2073	CCM Corsair Capital Management New York	$54.3K	-$35.3K	1	0.02%	Reduced
2074	SC Sawyer & Company Boston, Massachusetts	$54K	$0	1	0.03%	Maintained
2075	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$53.7K	-$48.5K	3	0.02%	Reduced