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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
2276	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$35K	$0	2	0.02%	Maintained
2277	TCM TD Capital Management Memphis, Tennessee	$34.5K	$0	2	0%	Maintained
2278	LCS Levin Capital Strategies New York	$33.6K	-$41.9K	1	0%	Reduced
2279	CD Chapin Davis Baltimore, Maryland	$33K	+$3.54K	1	0.02%	Increased
2280	PP PFS Partners Mine Hill, New Jersey	$32.8K	+$14.1K	5	0.03%	Increased
2281	Thompson Siegel & Walmsley Richmond, Virginia	$32K	$0	2	0%	Maintained
2282	AWM Activest Wealth Management Aventure, Florida	$31.8K	-$26.1K	2	0.02%	Reduced
2283	IWP IAG Wealth Partners Waukesha, Wisconsin	$31.7K	-$26.1K	2	0.01%	Reduced
2284	OIA Optimum Investment Advisors Chicago, Illinois	$31.4K	-$9.2K	3	0.02%	Reduced
2285	EWP Elevation Wealth Partners Santa Rosa, California	$31.4K	$0	3	0.03%	Maintained
2286	GCM Gables Capital Management Miami, Florida	$31K	-$334K	2	0.02%	Reduced
2287	PGAM Princeton Global Asset Management Princeton, New Jersey	$30.5K	-$5.11K	1	0.01%	Reduced
2288	BWS Buck Wealth Strategies Denver, Colorado	$30.4K	+$6.9K	2	0.01%	Increased
2289	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$30.3K	+$1.79K	2	0.18%	Increased
2290	Ferguson Wellman Capital Management Portland, Oregon	$29.7K	-$213K	2	0%	Reduced
2291	KPF K2 Principal Fund Toronto, Ontario, Canada	$29.6K	-$535K	1	0.01%	Reduced
2292	CG Corundum Group Colorado Springs, Colorado	$29.4K	$0	1	0.01%	Maintained
2293	CC Cannell & Co New York	$28.2K	$0	1	0%	Maintained
2294	GW&K Investment Management Boston, Massachusetts	$28K	+$28.1K	2	0%	Increased
2295	HWP Highline Wealth Partners Sherman Oaks, California	$27.8K	-$710	4	0.02%	Reduced
2296	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$27.6K	$0	3	0.01%	Maintained
2297	Pure Financial Advisors San Diego, California	$27.3K	$0	1	0%	Maintained
2298	RTC Riverview Trust Company Vancouver, Washington	$27K	-$27K	1	0.02%	Reduced
2299	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$27K	-$1.84K	1	0.01%	Reduced
2300	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$26.6K	$0	3	0.01%	Maintained