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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
2126	WMN Wealth Management Nebraska Norfolk, Nebraska	$468K	+$50.3K	1	0.04%	Increased
2127	NWMG National Wealth Management Group Cincinnati, Ohio	$464K	+$172K	2	0.14%	Increased
2128	ASM AI-Squared Management Hong Kong	$463K	+$720K	1	0.25%	New
2129	OWCM One Wealth Capital Management Scottsdale, Arizona	$460K	+$219K	1	0.13%	Increased
2130	AWM Ariadne Wealth Management Santa Barbara, California	$459K	+$181K	2	0.2%	Increased
2131	WAM Werlinich Asset Management Stamford, Connecticut	$459K	+$37.3K	1	0.18%	Increased
2132	MCM Mainstream Capital Management Los Angeles, California	$456K	$0	1	0.27%	Maintained
2133	T TrueFG Cedar Park, Texas	$456K	+$26K	1	0.11%	Increased
2134	WA WPG Advisers Baltimore, Maryland	$456K	+$84.4K	15	0.27%	Increased
2135	OWA Opal Wealth Advisors Jericho, New York	$455K	+$46.2K	1	0.1%	Increased
2136	TPWA Twin Peaks Wealth Advisors Burlingame, California	$454K	-$363K	1	0.1%	Reduced
2137	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$454K	$0	1	0.03%	Maintained
2138	LA LVW Advisors Pittsford, New York	$454K	-$75.3K	3	0.04%	Reduced
2139	API Asset Planning Inc Cypress, California	$454K	-$14.1K	4	0.29%	Reduced
2140	Bartlett & Co Wealth Management Cincinnati, Ohio	$454K	-$16.6K	9	0.01%	Reduced
2141	GWM Gilpin Wealth Management Denver, Colorado	$452K	+$292	6	0.31%	Increased
2142	SFG Southern Financial Group Birmingham, Alabama	$451K	+$701K	1	0.12%	New
2143	RRA Red Reef Advisors Boca Raton, Florida	$451K	+$133K	3	0.42%	Increased
2144	EP Essential Partners Rancho Santa Fe, California	$449K	-$669K	27	0.21%	Reduced
2145	IPW Inlet Private Wealth Jupiter, Florida	$449K	-$21.4K	1	0.11%	Reduced
2146	DeepCurrents Investment Group New York	$448K	-$2.13M	1	0.01%	Reduced
2147	IFPG Intrepid Financial Planning Group Carmel, Indiana	$447K	+$89K	2	0.15%	Increased
2148	CFS Commonwealth Financial Services Vienna, West Virginia	$445K	+$11.1K	1	0.06%	Increased
2149	TA TrueWealth Advisors Birmingham, Alabama	$445K	+$63.8K	1	0.1%	Increased
2150	WSC Wellington Shields & Co New York	$443K	-$218K	1	0.1%	Reduced