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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
2226	Bridges Investment Management Omaha, Nebraska	$383K	-$15.8K	1	0%	Reduced
2227	SWM SHP Wealth Management Plymouth, Massachusetts	$382K	-$218K	16	0.03%	Reduced
2228	RFA Rollins Financial Advisors New York City, New York	$381K	$0	2	0.05%	Maintained
2229	NSIM North Star Investment Management Chicago, Illinois	$379K	-$1.1K	12	0.02%	Reduced
2230	Smithfield Trust Pittsburgh, Pennsylvania	$378K	-$15.8K	3	0.02%	Reduced
2231	CE Cornerstone Enterprises Appleton, Wisconsin	$378K	-$1.45M	1	0.17%	Reduced
2232	AWM Aviso Wealth Management Bellevue, Washington	$376K	$0	1	0.13%	Maintained
2233	PFS Prospect Financial Services Melville, New York	$373K	-$359K	1	0.19%	Reduced
2234	BWA Basecamp Wealth Advisors Bellevue, Washington	$372K	+$14.4K	18	0.07%	Increased
2235	Dakota Wealth Management Palm Beach Gardens, Florida	$370K	-$53.6K	1	0.01%	Reduced
2236	CWP CFM Wealth Partners Austin, Texas	$369K	-$2.22M	1	0.05%	Reduced
2237	OL Owen LaRue Elizabethtown, Kentucky	$369K	+$114K	1	0.13%	Increased
2238	GAMCO Investors Greenwich, Connecticut	$368K	-$29.1K	1	0%	Reduced
2239	Perfromance Wealth Partners Hinsdale, Illinois	$366K	+$455	2	0.01%	Increased
2240	MLTEF Metatron Long Term Equity Fund Birkirkara,	$366K	+$312K	1	0.17%	New
2241	CFO CVA Family Office Denver, Colorado	$365K	+$17K	12	0.03%	Increased
2242	BF Bonfire Financial Colorado Springs, Colorado	$364K	-$2.9K	1	0.23%	Reduced
2243	MC Machina Capital Paris, France	$364K	-$1.19M	1	0.06%	Reduced
2244	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$362K	+$96.4K	1	0.03%	Increased
2245	MMCM Murphy & Mullick Capital Management Smithtown, New York	$361K	+$26.4K	5	0.22%	Increased
2246	CWWM Clear Wave Wealth Management Red Bank, New Jersey	$361K	+$31.3K	1	0.07%	Increased
2247	SIC SJS Investment Consulting Sylvania, Ohio	$359K	-$19.1K	27	0.04%	Reduced
2248	BFA Blueprint Financial Advisors Greensboto, North Carolina	$359K	$0	1	0.04%	Maintained
2249	BIP Blueprint Investment Partners Greensboro, North Carolina	$359K	$0	1	0.03%	Maintained
2250	RI Ridgewood Investments Springfield, New Jersey	$357K	-$274K	1	0.13%	Reduced