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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	VST Van Strum & Towne San Francisco, California	$315K	$0	1	0.2%	Maintained
2152	Capstone Financial Advisors Downers Grove, Illinois	$314K	+$60.3K	1	0.03%	Increased
2153	CBN Cadence Bank NA Houston, Texas	$313K	$0	1	0.12%	Maintained
2154	PW Price Wealth Austin, Texas	$312K	+$248K	1	0.09%	Increased
2155	AWM Altavista Wealth Management Asheville, North Carolina	$309K	-$28.3K	1	0.09%	Reduced
2156	Auxier Asset Management Aurora, Oregon	$309K	$0	1	0.06%	Maintained
2157	AWM AllSquare Wealth Management Albany, New York	$308K	-$37.7K	1	0.22%	Reduced
2158	GWM Gray Wealth Management Bangor, Maine	$308K	$0	1	0.24%	Maintained
2159	Legacy Financial Advisors Covington, Kentucky	$308K	+$295K	1	0.09%	New
2160	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$306K	+$286K	1	0.34%	New
2161	Callahan Advisors Houston, Texas	$306K	+$293K	1	0.05%	New
2162	POIA Pin Oak Investment Advisors Houston, Texas	$306K	-$57.7K	2	0.29%	Reduced
2163	FDS First Dallas Securities Dallas, Texas	$305K	+$292K	1	0.34%	New
2164	Ascent Wealth Partners New Hartford, New York	$304K	+$2.82K	1	0.08%	Increased
2165	CIC Cornercap Investment Counsel Atlanta, Georgia	$304K	-$7.72K	1	0.04%	Reduced
2166	Cahill Financial Advisors Edina, Minnesota	$302K	-$942	1	0.11%	Reduced
2167	EGA E&G Advisors Houston, Texas	$302K	+$6.78K	1	0.1%	Increased
2168	Advisory Research Chicago, Illinois	$301K	-$964K	1	0.03%	Reduced
2169	Cannell & Co New York	$301K	-$9.42K	1	0.01%	Reduced
2170	SFM Systematic Financial Management Teaneck, New Jersey	$301K	-$632K	1	0.02%	Reduced
2171	LC Landaas & Company Milwaukee, Wisconsin	$300K	-$18.8K	1	0.23%	Reduced
2172	NWA New World Advisors Hingham, Massachusetts	$300K	+$295K	1	0.19%	New
2173	CPW Catalyst Private Wealth San Mateo, California	$299K	+$262K	2	0.29%	New
2174	PDS Planning Dublin, Ohio	$299K	+$26.7K	1	0.12%	Increased
2175	Cornerstone Wealth Group Huntersville, North Carolina	$296K	$0	1	0.08%	Maintained