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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	LPWM Lake Point Wealth Management Rockwall, Texas	$4K	+$4.28K	1	0%	New
2102	SA SRH Advisors Salina, Kansas	$4K	$0	1	0.01%	Maintained
2103	BWA Burt Wealth Advisors North Bethesda, Maryland	$3K	+$3.19K	1	0%	New
2104	NCM New Capital Management Houston, Texas	$3K	$0	1	0.01%	Maintained
2105	KFS Kelly Financial Services Braintree, Massachusetts	$2.49K	$0	1	0%	Maintained
2106	BCH Berkshire Capital Holdings San Jose, California	$2K	$0	2	0%	Maintained
2107	BSG Black Swift Group Boulder, Colorado	$2K	$0	1	0%	Maintained
2108	LS Leelyn Smith Geneva, Illinois	$2K	+$2.4K	1	0%	New
2109	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$2K	$0	1	0%	Maintained
2110	Advisory Alpha Holland, Michigan	$1.78K	-$25.5K	1	0%	Reduced
2111	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$1K	+$1.34K	1	0%	New
2112	FCM Firestone Capital Management Coral Gables, Florida	$1K	+$1.05K	2	0%	New
2113	HH HWG Holdings Houston, Texas	$1K	-$834	1	0%	Reduced
2114	IWA Intercontinental Wealth Advisors San Antonio, Texas	$1K	-$4.79K	1	0%	Reduced
2115	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$1K	+$1.54K	2	0%	New
2116	LWA Lowe Wealth Advisors Columbia, Maryland	$1K	+$521	1	0%	New
2117	PC Permanens Capital New York	$1K	+$767	1	0%	New
2118	PWP Personal Wealth Partners Bloomington, Minnesota	$1K	$0	1	0%	Maintained
2119	SHWM Silicon Hills Wealth Management Austin, Texas	$819	+$625	1	0.63%	New
2120	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$0	-$12K	0	–	Closed
2121	AAA Adams Asset Advisors Dallas, Texas	$0	-$634K	0	–	Closed
2122	AIM AIA Investment Management Singapore	$0	-$187K	0	–	Closed
2123	Alphabet Inc Mountain View, California	$0	-$765K	0	–	Closed
2124	AA Altman Advisors Chicago, Illinois	$0	-$1.7M	0	–	Closed
2125	AFA Arlington Financial Advisors Santa Barbara, California	$0	-$505K	0	–	Closed