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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
2176	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$296K	-$570K	1	0.16%	Reduced
2177	Texas Capital Bank Wealth Management Services Dallas, Texas	$296K	+$28.3K	1	0.05%	Increased
2178	WIP Wellesley Investment Partners Wellesley, Massachusetts	$295K	+$37.5K	1	0.1%	Increased
2179	Inspire Investing Meridian, Idaho	$294K	+$15.4K	1	0.08%	Increased
2180	FRA Front Row Advisors Tiburon, California	$292K	-$7.14K	2	0.15%	Reduced
2181	Gladius Capital Management Chicago, Illinois	$290K	+$277K	1	0.03%	New
2182	Golden State Wealth Management Santa Ana, California	$290K	-$17.7K	1	0.1%	Reduced
2183	Campbell & Co Investment Adviser Baltimore, Maryland	$289K	+$347K	1	0.22%	New
2184	Consolidated Planning Corp Atlanta, Georgia	$289K	$0	1	0.22%	Maintained
2185	TFC Financial Management Boston, Massachusetts	$288K	+$274K	2	0.14%	New
2186	Garrett Wealth Advisory Group Weatherford, Texas	$287K	-$14.7K	1	0.23%	Reduced
2187	Mirador Capital Partners Pleasanton, California	$286K	-$91.4K	1	0.09%	Reduced
2188	DL DOHJ LLC Seattle, Washington	$285K	+$54.6K	1	0.18%	Increased
2189	Beck Mack & Oliver New York	$284K	$0	1	0.01%	Maintained
2190	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$284K	+$141K	2	0.1%	Increased
2191	Evermay Wealth Management Arlington, Virginia	$282K	+$3.2K	1	0.07%	Increased
2192	Archford Capital Strategies Swansea, Illinois	$281K	+$244K	1	0.08%	New
2193	Vantage Investment Partners Kansas City, Missouri	$281K	$0	1	0.02%	Maintained
2194	Simon Quick Advisors Morristown, New Jersey	$279K	+$5.65K	1	0.08%	Increased
2195	Red Door Wealth Management Memphis, Tennessee	$278K	-$10.6K	1	0.2%	Reduced
2196	SIC Samalin Investment Counsel Chappaqua, New York	$278K	+$242K	1	0.25%	New
2197	HC Henshaw Capital Woburn, Massachusetts	$277K	+$34.3K	1	0.02%	Increased
2198	ACA Ascension Capital Advisors Houston, Texas	$276K	+$13.6K	1	0.21%	Increased
2199	FWM FSA Wealth Management Needham, Massachusetts	$276K	$0	1	0.18%	Maintained
2200	VEA Virtus ETF Advisers New York	$276K	-$36.3K	1	0.14%	Reduced