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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
2301	RCG Regatta Capital Group El Segundo, California	$331K	-$46.1K	1	0.04%	Reduced
2302	CPG Cornerstone Planning Group Fairfield, New Jersey	$330K	-$9.38K	15	0.04%	Reduced
2303	ITG Index Technologies Group New York	$329K	+$314K	2	0.26%	New
2304	IG IFS Group York, Pennsylvania	$329K	+$8.69K	1	0.45%	Increased
2305	RA Raffles Associates New York	$327K	-$76.5K	1	0.28%	Reduced
2306	DCM Davis Capital Management Jacksonville, Florida	$326K	-$80.8K	10	0.19%	Reduced
2307	MWM Mosley Wealth Management Anaheim, California	$325K	-$1.37M	7	0.1%	Reduced
2308	RCA Rose Capital Advisors Miami Beach, Florida	$324K	+$299K	1	0.16%	New
2309	EI Ecofi Investissements Nanterre, France	$324K	$0	1	1.16%	Maintained
2310	GC Gilbert & Cook West Des Moines, Iowa	$323K	+$6.61K	2	0.04%	Increased
2311	WEG World Equity Group Schaumburg, Illinois	$323K	-$298K	1	0.07%	Reduced
2312	CFFP Center for Financial Planning Southfied, Michigan	$322K	-$77.4K	7	0.03%	Reduced
2313	FWM FFT Wealth Management Philadelphia, Pennsylvania	$322K	-$514K	1	0.05%	Reduced
2314	RWS Resolute Wealth Strategies Jackson, Mississippi	$322K	+$10.7K	1	0.12%	Increased
2315	GIL Go Invest LLC West Jordan, Utah	$322K	+$17K	4	0.08%	Increased
2316	BFA Brendel Financial Advisors Hanover, New Hampshire	$320K	+$280K	1	0.15%	New
2317	EA Eclectic Associates Fullerton, California	$320K	+$837	1	0.04%	Increased
2318	SC Summa Corp Tomball, Texas	$319K	$0	1	0.1%	Maintained
2319	QWM Quadcap Wealth Management Frisco, Texas	$316K	+$257K	2	0.03%	Increased
2320	FDP Financiere des Professionnels Montreal, Quebec, Canada	$315K	+$291K	1	0.02%	New
2321	TAM TCP Asset Management Columbus, Ohio	$315K	-$248K	2	0.04%	Reduced
2322	ZIG Zuckerman Investment Group Chicago, Illinois	$314K	+$203K	1	0.03%	Increased
2323	EWA Encompass Wealth Advisors Portland, Oregon	$314K	-$17.2K	1	0.1%	Reduced
2324	AIM Acropolis Investment Management St. Louis, Missouri	$313K	-$12.1K	2	0.01%	Reduced
2325	SCM Sandler Capital Management New York	$313K	+$19.2K	1	0.16%	Increased