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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	MLA MB, Levis & Associates Center Valley, Pennsylvania	$68.5K	$0	1	0.04%	Maintained
2202	TFA Toth Financial Advisory Leesburg, Virginia	$67.7K	-$37.6K	6	0.01%	Reduced
2203	CWA Clarus Wealth Advisors Peoria, Arizona	$67.2K	+$2.05K	1	0.04%	Increased
2204	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$67K	+$19.6K	8	0.02%	Increased
2205	Sit Investment Associates Minneapolis, Minnesota	$67K	$0	1	0%	Maintained
2206	AS AM Squared Hong Kong	$66.7K	-$477K	1	0.08%	Reduced
2207	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$66.6K	$0	4	0.07%	Maintained
2208	SN Sittner & Nelson Eugene, Oregon	$66.4K	-$11.2K	3	0.04%	Reduced
2209	BCM Blume Capital Management Berkeley, California	$65.8K	-$409	2	0.02%	Reduced
2210	CFO CVA Family Office Denver, Colorado	$65.7K	-$105K	6	0.01%	Reduced
2211	AWM AllSquare Wealth Management Albany, New York	$65.5K	-$5.32K	5	0.04%	Reduced
2212	FAG Fortitude Advisory Group Gig Harbor, Washington	$65K	-$1.1K	1	0.05%	Reduced
2213	HWA HHM Wealth Advisors Chattanooga, Tennessee	$64.1K	+$756	5	0.01%	Increased
2214	MWM MBE Wealth Management Tomah, Wisconsin	$63.7K	+$52.2K	1	0.03%	New
2215	CFFP Center for Financial Planning Southfied, Michigan	$63.5K	+$4.29K	4	0.01%	Increased
2216	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$63.1K	+$2.88K	5	0.01%	Increased
2217	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$62.7K	+$9.19K	5	0.05%	Increased
2218	CA Crewe Advisors Salt Lake City, Utah	$62.4K	-$33.8K	4	0.01%	Reduced
2219	TP Tranquility Partners Brentwood, Tennessee	$62.1K	-$5.67K	1	0.03%	Reduced
2220	SC Sawyer & Company Boston, Massachusetts	$61K	$0	1	0.03%	Maintained
2221	AWM Abound Wealth Management Franklin, Tennessee	$60.7K	-$2.2K	4	0.03%	Reduced
2222	GSC Ground Swell Capital Folly Beach, South Carolina	$59.8K	-$182K	2	0.14%	Reduced
2223	DAM Delta Asset Management Memphis, Tennessee	$58.8K	-$21.5K	3	0.01%	Reduced
2224	CAM Chesapeake Asset Management New York	$58.2K	-$27.4K	1	0.05%	Reduced
2225	PAI Pittenger & Anderson Inc Lincoin, Nebraska	$57.9K	-$86.9K	4	0%	Reduced