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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	LS Leelyn Smith Geneva, Illinois	$2K	$0	1	0%	Maintained
2077	NCM New Capital Management Houston, Texas	$2K	$0	1	0%	Maintained
2078	WIM Westside Investment Management Santa Monica, California	$1.26K	+$1.46M	2	0%	New
2079	FA Forefront Analytics West Conshohocken, Pennsylvania	$1.15K	+$1.32K	1	0%	New
2080	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$1K	$0	1	0%	Maintained
2081	CCM Cribstone Capital Management Augusta, Maine	$1K	-$7.52K	1	0%	Reduced
2082	FCM Firestone Capital Management Coral Gables, Florida	$1K	$0	1	0%	Maintained
2083	PC Permanens Capital New York	$1K	$0	1	0%	Maintained
2084	AWM Absher Wealth Management Chapel Hill, North Carolina	$0	-$201K	0	–	Closed
2085	AP Advisors Preferred Rockville, Maryland	$0	-$33K	0	–	Closed
2086	Aequim Alternative Investments Mill Valley, California	$0	-$5.88M	0	–	Closed
2087	AIL AGF Investments LLC Toronto, Ontario, Canada	$0	-$26K	0	–	Closed
2088	AIP Ahrens Investment Partners Lafayette, Louisiana	$0	-$416K	0	–	Closed
2089	AIM Aigen Investment Management New York	$0	-$851K	0	–	Closed
2090	Alesco Advisors Pittsford, New York	$0	-$433K	0	–	Closed
2091	AG AlphaSimPlex Group Boston, Massachusetts	$0	-$248K	0	–	Closed
2092	ACM AlphaStar Capital Management Cornelius, North Carolina	$0	-$996K	0	–	Closed
2093	APC Alta Park Capital San Francisco, California	$0	-$33.9M	0	–	Closed
2094	AWM Altavista Wealth Management Asheville, North Carolina	$0	-$214K	0	–	Closed
2095	ACM Anfield Capital Management Irvine, California	$0	-$10K	0	–	Closed
2096	AFM Anson Funds Management Dallas, Texas	$0	-$943K	0	–	Closed
2097	AA Argent Advisors Monroe, Louisiana	$0	-$36K	0	–	Closed
2098	AC Aristides Capital Louisville, Kentucky	$0	-$43K	0	–	Closed
2099	ARTA A.R.T. Advisors New York	$0	-$23.7M	0	–	Closed
2100	AWP Ascent Wealth Partners New Hartford, New York	$0	-$242K	0	–	Closed