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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	TMWM Taylor & Morgan Wealth Management Flint, Michigan	$9.52K	$0	1	0.01%	Maintained
2227	CBT CoreFirst Bank & Trust Topeka, Kansas	$9.35K	+$4.56K	1	0.01%	Increased
2228	DFA DHJJ Financial Advisors Naperville, Illinois	$9.31K	+$11.4K	4	0%	New
2229	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$9.28K	+$1.28K	4	0%	Increased
2230	GGI Godsey & Gibb Inc Richmond, Virginia	$9.19K	$0	2	0%	Maintained
2231	GWANC Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina	$9.1K	$0	1	0%	Maintained
2232	HFS HBC Financial Services Seattle, Washington	$9K	+$3.26K	2	0.01%	Increased
2233	KIG Kessler Investment Group Columbus, Indiana	$8.94K	-$2.36K	1	0.01%	Reduced
2234	AWA Authentikos Wealth Advisory Morgan Hill, California	$8.65K	+$11.6K	4	0.01%	New
2235	DSC Duncker Streett & Co St. Louis, Missouri	$8.56K	-$1.33K	2	0%	Reduced
2236	AWM Avondale Wealth Management West Lake Hills, Texas	$8.32K	$0	1	0.01%	Maintained
2237	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$8.29K	$0	1	0%	Maintained
2238	ACM Atalaya Capital Management New York	$8.22K	+$9.87K	1	0.01%	New
2239	PO Private Ocean San Rafael, California	$8.01K	-$2.04K	1	0%	Reduced
2240	HKIM Hayek Kallen Investment Management Fairhope, Alabama	$8K	+$10.6K	1	0%	New
2241	CWG Cornerstone Wealth Group Huntersville, North Carolina	$7.83K	$0	1	0%	Maintained
2242	MAM Meeder Asset Management Dublin, Ohio	$7.75K	+$8.6K	2	0%	Increased
2243	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$7.51K	$0	1	0.01%	Maintained
2244	SFA Semmax Financial Advisors Winston Salem, North Carolina	$7.39K	+$6.57K	2	0%	New
2245	RAM Riggs Asset Management Dallas, Pennsylvania	$7.37K	+$1.26K	3	0%	Increased
2246	RCM Raleigh Capital Management Cary, North Carolina	$6.95K	-$6.16K	2	0%	Reduced
2247	LG LAM Group Lake Oswego, Oregon	$6.38K	$0	3	0.01%	Maintained
2248	NL NVWM LLC Yardley, Pennsylvania	$6.29K	$0	1	0%	Maintained
2249	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$5.9K	$0	1	0%	Maintained
2250	AWM Ameliora Wealth Management Zurich, Switzerland	$5.85K	-$295K	1	0%	Reduced