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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
2201	HWA HHM Wealth Advisors Chattanooga, Tennessee	$274K	+$7.53K	2	0.11%	Increased
2202	LAM Lingohr Asset Management Duesseldorf, Germany	$274K	+$329K	1	0.97%	New
2203	RT Rockland Trust Hanover, Massachusetts	$274K	-$2.45K	1	0.02%	Reduced
2204	WCA Westover Capital Advisors Wilmington, Delaware	$274K	$0	1	0.11%	Maintained
2205	GA Greytown Advisors Miami, Florida	$268K	+$232K	1	0.22%	New
2206	MCF Advisors Covington, Kentucky	$267K	+$50.7K	2	0.04%	Increased
2207	BZWA Blue Zone Wealth Advisors Los Angeles, California	$266K	+$231K	1	0.15%	New
2208	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$266K	$0	1	0.15%	Maintained
2209	CCM Compton Capital Management Providence, Rhode Island	$266K	$0	1	0.1%	Maintained
2210	ECAM East Coast Asset Management Essex, Massachusetts	$266K	$0	1	0.09%	Maintained
2211	EIA Edgemoor Investment Advisors Bethesda, Maryland	$266K	+$3.58K	1	0.03%	Increased
2212	Larson Financial Group St Louis, Missouri	$266K	-$227K	5	0.11%	Reduced
2213	MIM Montgomery Investment Management Rockville, Maryland	$266K	$0	1	0.14%	Maintained
2214	NPF Norris Perne & French Grand Rapids, Michigan	$266K	+$9.79K	1	0.03%	Increased
2215	RIG Roosevelt Investment Group New York	$266K	$0	1	0.02%	Maintained
2216	SRC Sage Rhino Capital Menlo Park, California	$266K	-$55.7K	1	0.13%	Reduced
2217	DI DAGCO Inc Westlake, Ohio	$264K	+$16.4K	1	0.18%	Increased
2218	JCM Janney Capital Management Pittsburgh, Pennsylvania	$263K	$0	1	0.02%	Maintained
2219	SBL Sargent Bickham Lagudis Boulder, Colorado	$263K	+$15.1K	4	0.03%	Increased
2220	TCI Wealth Advisors Tucson, Arizona	$263K	-$21.6K	5	0.1%	Reduced
2221	WAG Winthrop Advisory Group Boston, Massachusetts	$263K	$0	1	0.08%	Maintained
2222	IIA IPG Investment Advisors San Diego, California	$262K	+$250K	1	0.07%	New
2223	AIM Alhambra Investment Management Palmetto Bay, Florida	$262K	+$15.1K	1	0.31%	Increased
2224	DI DFPG Investments Sandy, Utah	$260K	-$20.5K	1	0.14%	Reduced
2225	QCIG Quad-Cities Investment Group Davenport, Iowa	$260K	+$226K	1	0.25%	New