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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	SageView Advisory Group Newport Beach, California	$141K	-$174K	1	0.01%	Reduced
2152	First Command Advisory Services Fort Worth, Texas	$139K	-$34.7K	1	0%	Reduced
2153	GA GoalVest Advisory New York	$139K	$0	2	0.04%	Maintained
2154	WWP WR Wealth Planners Columbia, Missouri	$139K	+$19.2K	9	0.04%	Increased
2155	CFFP Center for Financial Planning Southfied, Michigan	$134K	+$6.95K	5	0.02%	Increased
2156	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$133K	-$5.1K	1	0.1%	Reduced
2157	OC Oakworth Capital Birmingham, Alabama	$132K	-$158	2	0.01%	Reduced
2158	FPB First PREMIER Bank Sioux Falls, South Dakota	$132K	-$6.71K	3	0.04%	Reduced
2159	APC Aspire Private Capital Cornelius, North Carolina	$131K	+$21.6K	4	0.03%	Increased
2160	PPC Park Place Capital Homewood, Alabama	$128K	-$14.9K	2	0.04%	Reduced
2161	BC Broadwater Capital Boston, Massachusetts	$128K	$0	1	0.1%	Maintained
2162	MFG Mendota Financial Group Madison, Wisconsin	$127K	$0	2	0.07%	Maintained
2163	S Sachetta Lynnfield, Massachusetts	$127K	+$39.9K	7	0.06%	Increased
2164	AW Avion Wealth The Woodlands, Texas	$126K	+$74.6K	7	0.03%	Increased
2165	Cohen & Steers New York	$126K	+$318	1	0%	Increased
2166	AIM Arcadia Investment Management Kalamazoo, Michigan	$126K	-$763	1	0.02%	Reduced
2167	BA Bard Associates Chicago, Illinois	$124K	-$7.05K	1	0.05%	Reduced
2168	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$122K	$0	3	0.09%	Maintained
2169	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$121K	+$15.6K	2	0.06%	Increased
2170	DIP DT Investment Partners Chadds Ford, Pennsylvania	$121K	$0	2	0.01%	Maintained
2171	Montag & Associates Atlanta, Georgia	$120K	-$42K	5	0.01%	Reduced
2172	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$119K	+$297	10	0.04%	Increased
2173	DAM Delta Asset Management Memphis, Tennessee	$117K	+$270	5	0.01%	Increased
2174	IW Instrumental Wealth Tampa, Florida	$115K	-$133M	1	0.12%	Reduced
2175	AT Avalon Trust Santa Fe, New Mexico	$113K	-$37.6K	1	0.01%	Reduced