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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	GFS GYL Financial Synergies West Hartford, Connecticut	$218K	+$173K	1	0.16%	New
2152	KS Karpas Strategies Litchfield, Connecticut	$218K	+$173K	1	0.1%	New
2153	MIC Meridian Investment Counsel Lafayette, California	$218K	+$173K	1	0.11%	New
2154	Inspire Investing Meridian, Idaho	$217K	-$63.2K	1	0.07%	Reduced
2155	HCM Hollencrest Capital Management Newport Beach, California	$215K	+$157K	1	0.03%	New
2156	SBL Sargent Bickham Lagudis Boulder, Colorado	$215K	+$17.2K	4	0.02%	Increased
2157	HC Henshaw Capital Woburn, Massachusetts	$214K	+$169K	1	0.02%	New
2158	DI DAGCO Inc Westlake, Ohio	$213K	+$169K	1	0.21%	New
2159	LF Lantz Financial Naperville, Illinois	$213K	+$169K	1	0.15%	New
2160	UAS United Asset Strategies Garden City, New York	$213K	+$169K	1	0.04%	New
2161	LWM Lenox Wealth Management Cincinnati, Ohio	$212K	-$34.9K	1	0.06%	Reduced
2162	OSIA O'Shares Investment Advisers Boston, Massachusetts	$212K	+$195K	1	0.03%	New
2163	QIM Quantitative Investment Management Charlottesville, Virginia	$212K	+$2.13K	1	0.02%	Increased
2164	GFPC Global Financial Private Client Sarasota, Florida	$212K	-$18.4K	2	0.18%	Reduced
2165	ACA Affinity Capital Advisors Berkeley, California	$211K	+$167K	1	0.14%	New
2166	MAG Mayfair Advisory Group Birmingham, Alabama	$211K	+$167K	1	0.68%	New
2167	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$210K	+$167K	1	0.06%	New
2168	SM SG3 Management Dorado, Puerto Rico	$210K	+$153K	1	0.01%	New
2169	CRIG Charter Research & Investment Group Southport, Connecticut	$209K	+$166K	1	0.24%	New
2170	DC DeDora Capital Napa, California	$209K	+$166K	1	0.13%	New
2171	VIM Vista Investment Management Pittsburgh, Pennsylvania	$209K	+$166K	1	0.18%	New
2172	AT Arden Trust Wilmington, Delaware	$208K	-$188K	1	0.04%	Reduced
2173	ACA Ascension Capital Advisors Houston, Texas	$208K	+$166K	1	0.18%	Increased
2174	BWM Baystate Wealth Management Boston, Massachusetts	$207K	+$49.4K	3	0.02%	Increased
2175	GC Garde Capital Seattle, Washington	$207K	+$164K	1	0.03%	New