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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	LWM Liberty Wealth Management Oakland, California	$36K	-$8.98K	2	0.03%	Reduced
2302	WR Watson Rebecca	$36K	+$28.5K	1	0.02%	New
2303	LAS Lloyd Advisory Services Suwanee, Georgia	$35K	+$27.6K	1	0.02%	New
2304	OIA Optimum Investment Advisors Chicago, Illinois	$35K	+$21.4K	1	0.01%	Increased
2305	AIM Alambic Investment Management Belvedere, California	$34K	-$68.7K	1	0.09%	Reduced
2306	TCM TD Capital Management Memphis, Tennessee	$34K	$0	1	0.01%	Maintained
2307	MM Main Management San Francisco, California	$30K	+$24.9K	1	0%	New
2308	DI Disciplined Investments Tulsa, Oklahoma	$29K	$0	2	0.02%	Maintained
2309	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$29K	$0	2	0.01%	Maintained
2310	SCP Sandhill Capital Partners Buffalo, New York	$29K	+$5.37K	1	0%	Increased
2311	HR Howe & Rusling Rochester, New York	$28K	+$18.3K	2	0.01%	Increased
2312	TF TimeScale Financial Danvers, Massachusetts	$27K	$0	1	0.01%	Maintained
2313	AWM Avondale Wealth Management West Lake Hills, Texas	$26K	$0	1	0.04%	Maintained
2314	FHC First Heartland Consultants Lake St. Louis, Missouri	$26K	+$18.9K	1	0.01%	New
2315	GG Gleason Group Prospect, Kentucky	$25K	-$12.6K	1	0.02%	Reduced
2316	VCM Vigilant Capital Management Portland, Maine	$25K	$0	2	0%	Maintained
2317	BC Barnett & Company Chattanooga, Tennessee	$24K	$0	1	0.02%	Maintained
2318	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$24K	$0	1	0.02%	Maintained
2319	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$23K	$0	1	0.02%	Maintained
2320	FPFS First Personal Financial Services Charlotte, North Carolina	$22K	+$17.3K	1	0.01%	New
2321	1W 1776 Wealth Atlanta, Georgia	$21K	-$422K	1	0.01%	Reduced
2322	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$20K	$0	1	0.01%	Maintained
2323	TWP TFO Wealth Partners Maumee, Ohio	$20K	+$9.67K	1	0.01%	Increased
2324	CFFP Center for Financial Planning Southfied, Michigan	$19K	$0	1	0.01%	Maintained
2325	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$19K	-$26.8K	2	0.02%	Reduced