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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	Bogart Wealth LLC Mclean, Virginia	$31.8K	-$16.3K	7	0%	Reduced
2127	CoreCap Advisors Southfield, Michigan	$31.5K	+$43.6K	1	0%	New
2128	EWP Elevation Wealth Partners Santa Rosa, California	$30.9K	+$3.37K	3	0.03%	Increased
2129	SNS Financial Group Minneapolis, Minnesota	$30.8K	-$58.5K	1	0%	Reduced
2130	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$30.1K	$0	1	0.01%	Maintained
2131	TLCM Twin Lakes Capital Management Redwood Shores, California	$30.1K	$0	1	0.02%	Maintained
2132	PBF Petix & Botte Financial La Mesa, California	$29.9K	+$19.5K	1	0.01%	New
2133	KFI Key Financial Inc West Chester, Pennsylvania	$29.1K	-$4.56K	4	0.01%	Reduced
2134	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$29K	$0	2	0.02%	Maintained
2135	PCTC Perkins Coie Trust Company Seattle, Washington	$28.9K	-$34.3K	2	0.01%	Reduced
2136	GWSA Global Wealth Strategies & Associates Denver, Colorado	$28.1K	+$922	4	0.01%	Increased
2137	PFA Pathway Financial Advisers Auburn, Indiana	$27.8K	+$31.1K	2	0.01%	New
2138	GW&K Investment Management Boston, Massachusetts	$27K	+$3.58K	2	0%	Increased
2139	MFA McClarren Financial Advisors State College, Pennsylvania	$27K	+$3.42K	2	0.02%	Increased
2140	SFG Steward Financial Group Colleyville, Texas	$27K	-$9.33K	6	0.01%	Reduced
2141	OIA Optimum Investment Advisors Chicago, Illinois	$26.4K	+$326	3	0.01%	Increased
2142	IWP IAG Wealth Partners Waukesha, Wisconsin	$26.3K	+$1.56K	2	0.01%	Increased
2143	CCP Carmel Capital Partners San Diego, California	$26.3K	+$16.6K	4	0.01%	Increased
2144	Thompson Siegel & Walmsley Richmond, Virginia	$26K	$0	2	0%	Maintained
2145	SWM Sanctuary Wealth Management Pocatello, Idaho	$25.1K	+$3.82K	5	0.03%	Increased
2146	Aspiriant LLC Los Angeles, California	$24.9K	+$1.22K	1	0%	Increased
2147	HWP Highline Wealth Partners Sherman Oaks, California	$24.8K	+$1.05K	4	0.02%	Increased
2148	RFG RFP Financial Group Atlanta, Georgia	$24.5K	-$7.27K	3	0.01%	Reduced
2149	FAG Fortitude Advisory Group Gig Harbor, Washington	$23.9K	-$20.1K	1	0.02%	Reduced
2150	PP PFS Partners Mine Hill, New Jersey	$23.7K	+$426	4	0.02%	Increased