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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	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$98.4K	-$60.4K	5	0.06%	Reduced
2152	FCAG First Capital Advisors Group Little Silver, New Jersey	$97.7K	+$90.9K	7	0.05%	New
2153	IWA Intercontinental Wealth Advisors San Antonio, Texas	$96.6K	$0	1	0.02%	Maintained
2154	CWP Concord Wealth Partners Abingdon, Virginia	$94K	-$3.8K	7	0.02%	Reduced
2155	AAG Armstrong Advisory Group Needham, Massachusetts	$93.1K	-$30K	8	0.01%	Reduced
2156	HF Halpern Financial Ashburn, Virginia	$91.7K	-$5.96K	2	0.03%	Reduced
2157	M MOTCO San Antonio, Texas	$91.5K	+$4.43K	2	0.01%	Increased
2158	CIM Cambria Investment Management Manhattan Beach, California	$90.4K	-$16K	1	0.01%	Reduced
2159	DMKJ David M. Knott Jr	$90K	-$136K	1	0.04%	Reduced
2160	WWM Wolff Wiese Magana Carslbad, California	$89.1K	-$8.77K	7	0.07%	Reduced
2161	Heritage Wealth Advisors Richmond, Virginia	$88.2K	-$3K	4	0%	Reduced
2162	FWM Focused Wealth Management Newburgh, New York	$87.8K	-$15.8K	9	0.02%	Reduced
2163	PMFA Plante Moran Financial Advisors Southfield, Michigan	$84.9K	-$17.4K	7	0.01%	Reduced
2164	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$84.9K	+$69.2K	5	0.06%	Increased
2165	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$84.9K	+$9.06K	6	0.01%	Increased
2166	MAC Mason & Associates (California) Los Angeles, California	$84.7K	-$17.8K	1	0.03%	Reduced
2167	BSB Bangor Savings Bank Bangor, Maine	$83.1K	-$1.12M	1	0.01%	Reduced
2168	PWS Precision Wealth Strategies Saint Louis, Missouri	$82.6K	-$1.89K	1	0.14%	Reduced
2169	CBT Central Bank & Trust Lexington, Kentucky	$82.2K	-$537K	4	0.01%	Reduced
2170	TIM Total Investment Management Scottsdale, Arizona	$81.9K	+$76.7K	1	0.01%	New
2171	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$81.7K	$0	1	0.02%	Maintained
2172	RFA Register Financial Advisors Atlanta, Georgia	$78.9K	$0	4	0.06%	Maintained
2173	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$78.7K	+$74K	6	0.04%	New
2174	EL EMFO LLC Weston, Florida	$78.6K	-$54.9K	3	0.07%	Reduced
2175	PP Pacifica Partners Surrey, Canada	$77.2K	-$3.31K	3	0.04%	Reduced