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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	Karpus Investment Management Pittsford, New York	$153K	$0	1	0%	Maintained
2202	Delta Accumulation LLC Sausalito, California	$153K	$0	1	0.09%	Maintained
2203	PCM Perritt Capital Management Chicago, Illinois	$152K	$0	1	0.08%	Maintained
2204	First Pacific Advisors El Segundo, California	$152K	-$9.28M	2	0%	Reduced
2205	CA Cambridge Advisors Omaha, Nebraska	$150K	-$149K	1	0.04%	Reduced
2206	NC NinePointTwo Capital Los Angeles, California	$150K	-$404K	1	0.06%	Reduced
2207	LIA LSP Investment Advisors New York	$149K	$0	1	0.08%	Maintained
2208	Inspire Advisors Meridian, Idaho	$149K	-$59.4K	1	0.03%	Reduced
2209	Financial Management Professionals Austin, Texas	$146K	+$17.6K	10	0.03%	Increased
2210	Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$146K	+$36.1K	1	0.02%	Increased
2211	Endurance Wealth Management Providence, Rhode Island	$145K	-$63K	3	0.02%	Reduced
2212	HCM Highlander Capital Management Short Hills, New Jersey	$145K	+$59.5K	4	0.07%	Increased
2213	SFS Stiles Financial Services Edina, Minnesota	$145K	-$99.1K	1	0.08%	Reduced
2214	1832 Asset Management Toronto, Ontario, Canada	$145K	-$3.71M	3	0%	Reduced
2215	Sageworth Trust Lancaster, Pennsylvania	$141K	+$152K	3	0.01%	New
2216	FNBOSM First National Bank of South Miami South Miami, Florida	$140K	-$30.1K	1	0.11%	Reduced
2217	Creative Financial Designs Kokomo, Indiana	$138K	+$1.3K	8	0.02%	Increased
2218	Evermay Wealth Management Arlington, Virginia	$136K	+$4.28K	4	0.03%	Increased
2219	EL EMFO LLC Weston, Florida	$136K	+$45.3K	4	0.13%	Increased
2220	T TRUADVICE Sarasota, Florida	$135K	+$2.01K	1	0.05%	Increased
2221	Baystate Wealth Management Boston, Massachusetts	$132K	+$2.81K	10	0.01%	Increased
2222	Denali Advisors San Diego, California	$131K	+$137K	1	0.05%	New
2223	Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$131K	-$39.9K	2	0.01%	Reduced
2224	TLA Tanglewood Legacy Advisors Houston, Texas	$131K	$0	3	0.08%	Maintained
2225	Armstrong Advisory Group Needham, Massachusetts	$131K	-$52.7K	9	0.02%	Reduced