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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	CFA CWS Financial Advisors Kalamazoo, Michigan	$230K	+$183K	1	0.17%	New
2127	FI Financial Insights Tacoma, Washington	$229K	+$73.8K	1	0.2%	New
2128	WWM Windsor Wealth Management Indianapolis, Indiana	$229K	+$182K	1	0.07%	New
2129	AAMA Advanced Asset Management Advisors Dublin, Ohio	$228K	+$181K	1	0.07%	New
2130	APW Aurora Private Wealth Rockaway, New Jersey	$228K	-$260K	1	0.1%	Reduced
2131	MA Modus Advisors Excelsior, Minnesota	$228K	+$181K	1	0.15%	New
2132	NPF Norris Perne & French Grand Rapids, Michigan	$226K	+$179K	1	0.03%	New
2133	PWW Pettyjohn Wood & White Lynchburg, Virginia	$226K	+$180K	1	0.07%	New
2134	WIP Wellesley Investment Partners Wellesley, Massachusetts	$226K	+$180K	1	0.08%	New
2135	CA Claro Advisors Boston, Massachusetts	$225K	+$179K	1	0.15%	New
2136	APG Abacus Planning Group Columbia, South Carolina	$224K	+$177K	1	0.09%	New
2137	Scharf Investments Los Gatos, California	$224K	+$178K	1	0.01%	New
2138	World Investment Advisors Santa Barbara, California	$224K	+$162K	1	0.08%	New
2139	KWM Keebeck Wealth Management Chicago, Illinois	$223K	+$178K	1	0.07%	New
2140	AA AlphaMark Advisors Ft. Wright, Kentucky	$222K	$0	1	0.1%	Maintained
2141	CFA Capstone Financial Advisors Downers Grove, Illinois	$222K	+$176K	1	0.03%	New
2142	PIA Pinion Investment Advisors Wichita, Kansas	$222K	+$176K	1	0.34%	New
2143	PA PSI Advisors Tampa, Florida	$221K	+$176K	1	0.18%	New
2144	KCM Kanawha Capital Management Richmond, Virginia	$220K	+$174K	1	0.03%	New
2145	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$219K	+$174K	1	0.17%	New
2146	PW Peninsula Wealth San Francisco, California	$219K	+$174K	1	0.1%	New
2147	RI Rudd International Sarasota, Florida	$219K	+$174K	1	0.12%	New
2148	AIM Alhambra Investment Management Palmetto Bay, Florida	$218K	+$173K	1	0.29%	New
2149	CWM Connecticut Wealth Management Farmington, Connecticut	$218K	+$173K	1	0.03%	New
2150	DL DOHJ LLC Seattle, Washington	$218K	+$152K	1	0.15%	New