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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	WCA Westover Capital Advisors Wilmington, Delaware	$242K	+$192K	1	0.11%	New
2102	Simon Quick Advisors Morristown, New Jersey	$241K	-$2.76K	1	0.09%	Reduced
2103	CYG Clean Yield Group Norwich, Vermont	$240K	-$24.2K	1	0.1%	Reduced
2104	PP PDS Planning Dublin, Ohio	$240K	+$190K	1	0.11%	New
2105	Krilogy Financial St. Louis, Missouri	$237K	-$786K	1	0.04%	Reduced
2106	Summit Trail Advisors New York	$237K	+$188K	1	0.04%	New
2107	TCBWMS Texas Capital Bank Wealth Management Services Dallas, Texas	$236K	+$187K	1	0.05%	New
2108	WP WealthSource Partners San Luis Obispo, California	$236K	-$163K	1	0.03%	Reduced
2109	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$235K	+$187K	1	0.15%	New
2110	CCM Compton Capital Management Providence, Rhode Island	$235K	+$187K	1	0.1%	New
2111	CGA Crescent Grove Advisors Lake Forest, Illinois	$235K	+$187K	1	0.05%	New
2112	ECAM East Coast Asset Management Essex, Massachusetts	$235K	+$187K	1	0.07%	New
2113	MIM Montgomery Investment Management Rockville, Maryland	$235K	+$187K	1	0.13%	New
2114	PT Plimoth Trust Plymouth, Massachusetts	$235K	+$187K	1	0.08%	New
2115	RI Redwood Investments Boston, Massachusetts	$235K	+$171K	1	0.02%	New
2116	RIG Roosevelt Investment Group New York	$235K	+$187K	1	0.02%	New
2117	SAM Strategy Asset Managers Pasadena, California	$235K	+$187K	1	0.06%	New
2118	WAG Winthrop Advisory Group Boston, Massachusetts	$235K	+$183K	1	0.08%	New
2119	BSAM Blue Square Asset Management New York	$234K	+$183K	2	0.16%	New
2120	MFG Menard Financial Group Houston, Texas	$234K	+$171K	1	0.29%	New
2121	JCM Janney Capital Management Pittsburgh, Pennsylvania	$233K	+$185K	1	0.02%	New
2122	WIC Whitegate Investment Counselors Concord, New Hampshire	$233K	+$185K	1	0.05%	New
2123	EIA Edgemoor Investment Advisors Bethesda, Maryland	$232K	+$184K	1	0.03%	New
2124	SMH Sanders Morris Harris Houston, Texas	$232K	-$253K	1	0.11%	Reduced
2125	CT Columbia Trust Portland, Oregon	$231K	+$183K	1	0.21%	New