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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	NA Nordwand Advisors Radnor, Pennsylvania	$12.7K	$0	2	0%	Maintained
2202	LWA Lowe Wealth Advisors Columbia, Maryland	$12.6K	$0	1	0.01%	Maintained
2203	SFM Signet Financial Management Parsippany, New Jersey	$12.6K	$0	1	0%	Maintained
2204	AFS Annapolis Financial Services Annapolis, Maryland	$12.4K	+$2.51K	2	0%	Increased
2205	KFS Kelly Financial Services Braintree, Massachusetts	$12.4K	-$1.62K	4	0.01%	Reduced
2206	Welch Group Birmingham, Alabama	$12.3K	$0	1	0%	Maintained
2207	DCP Distillate Capital Partners Chicago, Illinois	$12.2K	+$3.65K	1	3.08%	Increased
2208	MWM Mascoma Wealth Management Hanover, New Hampshire	$12K	$0	1	0%	Maintained
2209	PCA Providence Capital Advisors Charlotte, North Carolina	$11.7K	$0	1	0%	Maintained
2210	CB Community Bank Dewitt, New York	$11.7K	$0	1	0%	Maintained
2211	CG Corundum Group Colorado Springs, Colorado	$11.6K	$0	1	0.01%	Maintained
2212	IHWM Iron Horse Wealth Management Johston, Iowa	$11.6K	+$1.89K	2	0.01%	Increased
2213	PPWM PFG Private Wealth Management Lutz, Florida	$11.4K	$0	1	0.01%	Maintained
2214	JMF Johnson Midwest Financial Glidden, Iowa	$11.4K	+$6.51K	3	0.03%	Increased
2215	SCM Silvant Capital Management Atlanta, Georgia	$11.3K	$0	1	0%	Maintained
2216	SC Steph & Co Marinette, Wisconsin	$11.3K	$0	1	0.01%	Maintained
2217	WMA West Michigan Advisors Holland, Michigan	$11K	+$15.4K	1	0.01%	New
2218	FSWA Financial Synergies Wealth Advisors Houston, Texas	$10.7K	$0	2	0%	Maintained
2219	LP LGL Partners Philadelphia, Pennsylvania	$10.6K	$0	1	0%	Maintained
2220	IBOK Independence Bank of Kentucky Owensboro, Kentucky	$10.5K	+$3.26K	1	0%	Increased
2221	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$10.5K	$0	1	0.01%	Maintained
2222	AP Advisors Preferred Rockville, Maryland	$10.2K	+$11.4K	1	0%	New
2223	PLU Performa Ltd (US) Charleston, South Carolina	$10.2K	+$651	1	0%	Increased
2224	PPW Pasadena Private Wealth Pasadena, California	$9.73K	$0	1	0%	Maintained
2225	LI LVZ Inc Holland, Michigan	$9.68K	+$15.2K	1	0%	New