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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
2151	Pure Financial Advisors San Diego, California	$442K	+$213K	2	0.01%	Increased
2152	VCM Vision Capital Management Portland, Oregon	$440K	-$27.2K	1	0.05%	Reduced
2153	FFA Florida Financial Advisors Tampa, Florida	$439K	-$607K	2	0.07%	Reduced
2154	WA Wilmar Advisors Juno Beach, Florida	$439K	$0	1	0.32%	Maintained
2155	LTM Lotus Technology Management Orlando, Florida	$438K	+$384K	2	0.54%	New
2156	LIA LSP Investment Advisors New York	$438K	$0	1	0.4%	Maintained
2157	FWP Firethorn Wealth Partners Augusta, Georgia	$437K	+$104K	1	0.14%	Increased
2158	CA Calton & Associates Tampa, Florida	$436K	+$538K	1	0.06%	New
2159	First Command Advisory Services Fort Worth, Texas	$434K	+$286K	6	0%	Increased
2160	WIM Wiregrass Investment Management Thomasville, Georgia	$434K	-$26.6K	2	0.3%	Reduced
2161	PG Patten Group Chattanooga, Tennessee	$433K	-$1.38M	1	0.07%	Reduced
2162	FCM FourWorld Capital Management New York	$433K	+$407K	1	0.39%	New
2163	NWWA New Wave Wealth Advisors Springdale, Arkansas	$432K	+$151K	1	0.12%	Increased
2164	C1AG Client 1st Advisory Group Dunedin, Florida	$432K	-$5.95K	2	0.11%	Reduced
2165	AG Ascent Group Virginia Beach, Virginia	$431K	-$13.9K	1	0.01%	Reduced
2166	KMWM Keudell/Morrison Wealth Management Salem, Oregon	$431K	-$14.1K	1	0.08%	Reduced
2167	HEM Henson-Edgewater Management Avon, Ohio	$430K	-$208K	1	0.22%	Reduced
2168	CCFCSB Cape Cod Five Cents Savings Bank Orleans, Massachusetts	$429K	+$452K	1	0.03%	New
2169	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$429K	-$268K	4	0.03%	Reduced
2170	CT ClearAlpha Technologies Greenwich, Connecticut	$428K	+$529K	1	0.73%	New
2171	LWA Lifelong Wealth Advisors Arden Hills, Minnesota	$428K	$0	1	0.1%	Maintained
2172	CWG Cornerstone Wealth Group Huntersville, North Carolina	$427K	+$198K	2	0.03%	Increased
2173	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$427K	+$109K	5	0.09%	Increased
2174	DIM Delta Investment Management San Francisco, California	$426K	+$488K	2	0.07%	New
2175	FIS Fischer Investment Strategies Westlake Village, California	$426K	-$97.8K	1	0.2%	Reduced