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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	VCM Versant Capital Management Phoenix, Arizona	$213K	+$1.94K	6	0.09%	Increased
2302	AIA Angeles Investment Advisors Santa Monica, California	$212K	+$202K	1	0.03%	New
2303	BCM Breiter Capital Management Bradenton, Florida	$212K	+$202K	1	0.17%	New
2304	DSC Duncker Streett & Co St. Louis, Missouri	$211K	$0	2	0.05%	Maintained
2305	RW RVW Wealth Los Angeles, California	$211K	+$202K	1	0.04%	New
2306	CPA Cowen Prime Advisors New York	$209K	$0	1	0.1%	Maintained
2307	SouthState Corp Winter Haven, Florida	$209K	+$155K	2	0.02%	Increased
2308	CG CFO4Life Group Coppell, Texas	$208K	-$18.6K	1	0.07%	Reduced
2309	MAM Marquette Asset Management Minneapolis, Minnesota	$208K	$0	1	0.06%	Maintained
2310	CYG Clean Yield Group Norwich, Vermont	$207K	-$60.8K	1	0.08%	Reduced
2311	First National Bank of Omaha Omaha, Nebraska	$207K	-$337K	1	0.01%	Reduced
2312	GP Girard Partners King Of Prussia, Pennsylvania	$207K	+$181K	1	0.03%	New
2313	GI Glovista Investments Jersey City, New Jersey	$207K	+$198K	1	0.07%	New
2314	JWM Jeppson Wealth Management Manhattan Beach, California	$207K	+$198K	1	0.16%	New
2315	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$207K	+$198K	1	1.8%	New
2316	WCG Weaver Consulting Group Huntington Beach, California	$207K	-$30.6K	3	0.12%	Reduced
2317	RWA River Wealth Advisors Camp Hill, Pennsylvania	$206K	+$197K	1	0.05%	New
2318	CAM Crestone Asset Management Boulder, Colorado	$205K	+$196K	1	0.06%	New
2319	DAM Doheny Asset Management Los Angeles, California	$205K	+$196K	1	0.17%	New
2320	ABTD Arvest Bank Trust Division Dewey, Oklahoma	$204K	+$195K	1	0.01%	New
2321	LF Lantz Financial Naperville, Illinois	$202K	-$37.7K	1	0.14%	Reduced
2322	SW StrongBox Wealth Lee's Summit, Missouri	$202K	+$193K	1	0.15%	New
2323	Arax Advisory Partners Denver, Colorado	$201K	$0	1	0.03%	Maintained
2324	CA Crewe Advisors Salt Lake City, Utah	$201K	+$35.3K	2	0.09%	Increased
2325	ACG Allen Capital Group Grand Island, Nebraska	$200K	+$182K	1	0.05%	New