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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	T. Rowe Price Investment Management Baltimore, Maryland	$147K	$0	1	0%	Maintained
2177	RFA Resurgent Financial Advisors Atlanta, Georgia	$145K	+$23.1K	2	0.09%	Increased
2178	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$143K	+$123K	1	0.05%	Increased
2179	PCMC Planning Capital Management Corporation Paoli, Pennsylvania	$142K	+$120K	3	0.11%	New
2180	MM Main Management San Francisco, California	$142K	-$42.1K	3	0.01%	Reduced
2181	CAS Coppell Advisory Solutions Coppell, Texas	$141K	+$102K	10	0.03%	Increased
2182	SM Sabby Management Miami Beach, Florida	$140K	+$105K	1	0.14%	New
2183	CWM Centric Wealth Management Chicago, Illinois	$139K	+$13K	1	0.05%	Increased
2184	BA Bard Associates Chicago, Illinois	$136K	-$8.18K	1	0.05%	Reduced
2185	SAM S.A. Mason Holland, Michigan	$133K	-$37.2K	2	0.09%	Reduced
2186	Cohen & Steers New York	$133K	+$124K	1	0%	New
2187	NFG Norris Financial Group Greenville, South Carolina	$132K	$0	1	0.08%	Maintained
2188	JSC J. Stern & Co London, United Kingdom	$130K	+$113K	1	0.02%	New
2189	TIM Total Investment Management Scottsdale, Arizona	$129K	+$185K	1	0.02%	New
2190	KPF K2 Principal Fund Toronto, Ontario, Canada	$129K	-$123K	1	0.02%	Reduced
2191	AA Addison Advisors Middlebury, Vermont	$129K	+$12.4K	3	0.05%	Increased
2192	OIA Optimum Investment Advisors Chicago, Illinois	$127K	+$68.3K	2	0.06%	Increased
2193	SPA Sherbrooke Park Advisers White Plains, New York	$127K	-$1.48M	1	0.06%	Reduced
2194	MLA MB, Levis & Associates Center Valley, Pennsylvania	$126K	$0	1	0.07%	Maintained
2195	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$126K	-$3.7K	7	0.01%	Reduced
2196	EL EMFO LLC Weston, Florida	$126K	-$28.6K	3	0.12%	Reduced
2197	TWM Triton Wealth Management Sun City, Arizona	$124K	+$64K	1	0.08%	Increased
2198	TDC Thompson Davis & Co Richmond, Virginia	$124K	+$69.8K	1	0.11%	New
2199	FUBT First United Bank & Trust Oakland, Maryland	$122K	+$100K	3	0.05%	New
2200	FWM FSA Wealth Management Needham, Massachusetts	$122K	+$110K	2	0.06%	New