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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
2251	HCM Highlander Capital Management Short Hills, New Jersey	$246K	+$47.1K	1	0.15%	Increased
2252	KS Karpas Strategies Litchfield, Connecticut	$246K	$0	1	0.11%	Maintained
2253	PW Peninsula Wealth San Francisco, California	$246K	-$1.88K	1	0.11%	Reduced
2254	PWW Pettyjohn Wood & White Lynchburg, Virginia	$246K	-$9.42K	1	0.07%	Reduced
2255	FMW Farr Miller & Washington Washington, District of Columbia	$245K	-$386K	1	0.02%	Reduced
2256	MFS Madrona Financial Services Everett, Washington	$245K	+$234K	1	0.15%	New
2257	MF Manchester Financial Westlake Village, California	$245K	+$11.9K	3	0.19%	Increased
2258	FFG Ford Financial Group Fresno, California	$244K	+$234K	1	0.13%	New
2259	EWG Executive Wealth Group Kirkland, Washington	$244K	+$212K	1	0.19%	New
2260	PA PFG Advisors Phoenix, Arizona	$241K	-$32.2K	1	0.05%	Reduced
2261	UAS United Asset Strategies Garden City, New York	$241K	$0	1	0.04%	Maintained
2262	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$240K	+$229K	1	0.15%	New
2263	VIM Vista Investment Management Pittsburgh, Pennsylvania	$240K	+$3.77K	1	0.18%	Increased
2264	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$239K	+$208K	1	0.14%	New
2265	HI Human Investing Lake Oswego, Oregon	$239K	$0	2	0.08%	Maintained
2266	RP Rice Partnership Honolulu, Hawaii	$239K	+$208K	1	0.1%	New
2267	Signature Estate & Investment Advisors Los Angeles, California	$239K	+$228K	1	0.01%	New
2268	SFM Signet Financial Management Parsippany, New Jersey	$237K	+$230K	1	0.05%	New
2269	TC TAP Consulting Kirkwood, Missouri	$237K	+$2.83K	1	0.09%	Increased
2270	TCM Tradewinds Capital Management Bellingham, Washington	$237K	+$14.8K	5	0.06%	Increased
2271	WWM Windsor Wealth Management Indianapolis, Indiana	$237K	-$21.7K	1	0.07%	Reduced
2272	CRIG Charter Research & Investment Group Southport, Connecticut	$236K	$0	1	0.26%	Maintained
2273	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$235K	-$2.83K	1	0.07%	Reduced
2274	MA MONECO Advisors Fairfield, Connecticut	$233K	+$222K	1	0.15%	New
2275	BSAM Blue Square Asset Management New York	$232K	-$27.7K	1	0.16%	Reduced