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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
2101	WFI West Family Investments Carlsbad, California	$489K	+$430K	2	0.14%	New
2102	TW Tempo Wealth Independence, Ohio	$489K	+$107K	1	0.07%	Increased
2103	FP Financial Perspectives Minneapolis, Minnesota	$486K	+$135K	8	0.12%	Increased
2104	SEP Signature Equity Partners Columbus, Ohio	$483K	-$247K	8	0.22%	Reduced
2105	APW Atlantic Private Wealth Chapel Hill, North Carolina	$482K	$0	4	0.3%	Maintained
2106	TGIA Torrey Growth & Income Advisors Del Mar, California	$482K	-$457K	1	0.16%	Reduced
2107	FHC First Horizon Corporation Memphis, Tennessee	$480K	+$45.7K	8	0.02%	Increased
2108	NRG Nemes Rush Group Novi, Michigan	$479K	+$36.8K	10	0.04%	Increased
2109	IP Ignite Planners San Clemente, California	$479K	+$123K	2	0.07%	Increased
2110	CCG Cypress Capital Group Palm Beach, Florida	$478K	+$587K	2	0.04%	Increased
2111	PFW Petros Family Wealth Bloomington, Minnesota	$477K	+$35.3K	1	0.29%	Increased
2112	TCM Traub Capital Management Needham, Massachusetts	$477K	$0	1	0.43%	Maintained
2113	MC Meteora Capital Boca Raton, Florida	$476K	+$261K	2	0.04%	Increased
2114	Carlyle Group Washington, District of Columbia	$475K	+$114K	1	0%	Increased
2115	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$474K	+$86.1K	2	0.05%	Increased
2116	SCM Sidoxia Capital Management Newport Beach, California	$474K	+$7.94K	1	0.35%	Increased
2117	Forum Financial Management Lombard, Illinois	$473K	+$9.6K	3	0.01%	Increased
2118	PPA Painted Porch Advisors Santa Barbara, California	$473K	$0	1	0.21%	Maintained
2119	WC Wynn Capital Augusta, Georgia	$473K	+$22.5K	1	0.21%	Increased
2120	IWP IAG Wealth Partners Waukesha, Wisconsin	$473K	+$303K	6	0.05%	Increased
2121	OIA Oakmont Investment Advisors Pittsburgh, Pennsylvania	$471K	+$436K	1	0.33%	New
2122	OFS OneAscent Financial Services Birmingham, Alabama	$469K	-$122K	1	0.02%	Reduced
2123	Glenview Trust Louisville, Kentucky	$468K	-$227K	1	0.01%	Reduced
2124	MCM Manchester Capital Management Manchester, Vermont	$468K	+$129K	13	0.06%	Increased
2125	RE Rydar Equities Weatherford, Texas	$468K	$0	1	0.26%	Maintained