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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
2076	PD Planning Directions Glen Mills, Pennsylvania	$516K	$0	1	0.24%	Maintained
2077	SWM Shelton Wealth Management Fort Worth, Texas	$516K	+$169K	2	0.2%	Increased
2078	AIC Archer Investment Corporation Carmel, Indiana	$512K	+$21.9K	12	0.1%	Increased
2079	Armistice Capital New York	$508K	+$232K	2	0.01%	Increased
2080	DCM Dimension Capital Management Coral Gables, Florida	$508K	+$524K	2	0.06%	New
2081	Sax Wealth Advisors Parsippany, New Jersey	$507K	-$3.5K	2	0.02%	Reduced
2082	FMLI Fukoku Mutual Life Insurance Tokyo, Japan	$507K	+$444K	2	0.03%	New
2083	TCM Twin Capital Management Mcmurray, Pennsylvania	$507K	+$108K	1	0.06%	Increased
2084	Anchor Capital Advisors Boston, Massachusetts	$506K	-$20.2K	1	0.01%	Reduced
2085	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$505K	+$18.6K	1	0.07%	Increased
2086	UBG United Bank (Georgia) Zebulon, Georgia	$505K	-$398K	1	0.15%	Reduced
2087	MC Marest Capital Tarzana, California	$502K	+$196K	2	0.25%	Increased
2088	AIA AssuredPartners Investment Advisors Tampa, Florida	$502K	+$38K	2	0.05%	Increased
2089	EC EntryPoint Capital New York	$500K	+$187K	2	0.12%	Increased
2090	WF WinCap Financial Boston, Massachusetts	$499K	-$3K	1	0.27%	Reduced
2091	OBWG Onyx Bridge Wealth Group Tarrytown, New York	$498K	+$10.8K	2	0.04%	Increased
2092	TTIC Tower Trust & Investment Company Davenport, Iowa	$497K	-$64.6K	2	0.3%	Reduced
2093	MFP Meramec Financial Planners Saint Louis, Missouri	$497K	-$1.54K	7	0.18%	Reduced
2094	CFCI Comprehensive Financial Consultants Institutional Bloomington, Indiana	$495K	+$12.2K	1	0.13%	Increased
2095	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$494K	-$561K	3	0%	Reduced
2096	WRPWM Werba Rubin Papier Wealth Management San Jose, California	$492K	+$181K	2	0.06%	Increased
2097	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$491K	+$14.1K	20	0.03%	Increased
2098	LCWP Legacy Capital Wealth Partners Little Rock, Arkansas	$490K	+$49.1K	1	0.09%	Increased
2099	SAM Sagewood Asset Management New York	$490K	+$430K	2	0.11%	New
2100	SWP Strategic Wealth Partners Independence, Ohio	$489K	-$15.1K	18	0.03%	Reduced