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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	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$73.5K	-$3.22K	3	0.02%	Reduced
2227	Stonehage Fleming Financial Services St. Helier, Jersey	$72.9K	-$16.7M	4	0%	Reduced
2228	MMG Monetary Management Group St Louis, Missouri	$72.5K	$0	1	0.02%	Maintained
2229	CFO CVA Family Office Denver, Colorado	$72.4K	-$18.5K	6	0.01%	Reduced
2230	PCWA Pacific Capital Wealth Advisors Corona, California	$72.3K	+$49.7K	6	0.01%	Increased
2231	OFG Oxford Financial Group Carmel, Indiana	$70.7K	$0	1	0%	Maintained
2232	CHC City Holding Co Charleston, West Virginia	$70.3K	-$228K	2	0.01%	Reduced
2233	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$70.3K	$0	2	0.01%	Maintained
2234	RCG Regatta Capital Group El Segundo, California	$69.5K	+$2.58K	1	0.02%	Increased
2235	CAM Creekmur Asset Management Morton, Illinois	$69.2K	-$108K	7	0.02%	Reduced
2236	AWM Abound Wealth Management Franklin, Tennessee	$69K	-$946	6	0.03%	Reduced
2237	VC Vestor Capital Chicago, Illinois	$67K	-$17.9M	1	0.01%	Reduced
2238	POIA Pin Oak Investment Advisors Houston, Texas	$66K	+$42.2K	3	0.06%	Increased
2239	RCM Raleigh Capital Management Cary, North Carolina	$65.8K	+$14.4K	3	0.03%	Increased
2240	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$65.6K	$0	3	0.02%	Maintained
2241	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$65.4K	+$63.6K	2	0.05%	Increased
2242	GLR Great Lakes Retirement Sandusky, Ohio	$65.3K	+$68K	4	0.01%	New
2243	World Investment Advisors Santa Barbara, California	$65.2K	$0	1	0%	Maintained
2244	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$64.5K	-$5.84K	6	0.01%	Reduced
2245	TF Tompkins Financial Ithaca, New York	$64.2K	-$14.6K	4	0.01%	Reduced
2246	W WealthCollab Bellevue, Washington	$63.4K	+$441	6	0.05%	Increased
2247	KWAG Kiely Wealth Advisory Group Kernersville, North Carolina	$62.6K	$0	1	0.03%	Maintained
2248	GBT Grove Bank & Trust Miami, Florida	$61.9K	-$33.9K	3	0.01%	Reduced
2249	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$61.7K	-$101K	2	0.01%	Reduced
2250	TFM TFC Financial Management Boston, Massachusetts	$61.4K	+$10.1K	9	0.01%	Increased