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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	FCA FinTrust Capital Advisors Greenville, South Carolina	$130K	$0	6	0.03%	Maintained
2227	DI Diligent Investors Redlands, California	$123K	$0	1	0.04%	Maintained
2228	FIG Fortress Investment Group New York	$123K	$0	1	0.02%	Maintained
2229	SIS Sound Income Strategies Ft Lauderdale, Florida	$122K	+$23.7K	6	0.01%	Increased
2230	CYG Clean Yield Group Norwich, Vermont	$122K	$0	3	0.05%	Maintained
2231	FRA Front Row Advisors Tiburon, California	$121K	-$4K	5	0.06%	Reduced
2232	EC Elequin Capital New York	$120K	-$32K	1	0.08%	Reduced
2233	Zacks Investment Management Chicago, Illinois	$119K	-$6.23M	1	0%	Reduced
2234	CIM Cambria Investment Management Manhattan Beach, California	$117K	-$11.2K	1	0.01%	Reduced
2235	TFA Toth Financial Advisory Leesburg, Virginia	$116K	+$9.04K	6	0.02%	Increased
2236	MC Mayo Clinic Rochester, Minnesota	$115K	$0	1	0.09%	Maintained
2237	IW Instrumental Wealth Tampa, Florida	$115K	+$69.4K	1	0.15%	New
2238	AWM Accel Wealth Management Waverly, Iowa	$114K	-$18.9K	4	0.05%	Reduced
2239	FA Fortis Advisors Wayne, Pennsylvania	$114K	$0	2	0.07%	Maintained
2240	LSA Lansing Street Advisors Ambler, Pennsylvania	$114K	+$103K	3	0.07%	Increased
2241	VCM Versant Capital Management Phoenix, Arizona	$113K	-$1.77K	6	0.04%	Reduced
2242	WA Wealthstar Advisors Plano, Texas	$113K	$0	1	0.04%	Maintained
2243	AWM Angeles Wealth Management Santa Monica, California	$113K	-$29	1	0.02%	Reduced
2244	FWM Focused Wealth Management Newburgh, New York	$112K	+$12.5K	11	0.02%	Increased
2245	CCA Cora Capital Advisors Marlton, New Jersey	$112K	-$1.14M	1	0.08%	Reduced
2246	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$110K	+$9.86K	1	0.04%	Increased
2247	SWM SFG Wealth Management Towson, Maryland	$110K	+$17.5K	1	0.12%	Increased
2248	CMF Counterpoint Mutual Funds San Diego, California	$109K	+$111K	1	0.1%	New
2249	WWM Wolff Wiese Magana Carslbad, California	$108K	-$10.3K	7	0.09%	Reduced
2250	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$108K	+$39K	5	0.02%	Increased