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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	PIAS PCA Investment Advisory Services Cincinnati, Ohio	$26.6K	+$27.1K	1	0.02%	New
2302	Valmark Advisers Akron, Ohio	$26.2K	$0	1	0%	Maintained
2303	CWA Clearview Wealth Advisors Salem, Oregon	$26K	-$5.55K	5	0.03%	Reduced
2304	RG Retirement Group San Diego, California	$26K	-$1.68K	6	0.01%	Reduced
2305	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$25.6K	+$14.2K	1	0%	Increased
2306	GFPC Global Financial Private Client Sarasota, Florida	$25.5K	-$7.64K	2	0.01%	Reduced
2307	CT Caldwell Trust Venice, Florida	$25.5K	-$6.82K	3	0%	Reduced
2308	CAS Coppell Advisory Solutions Coppell, Texas	$25.5K	+$25.7K	8	0.01%	New
2309	SWM Sanctuary Wealth Management Pocatello, Idaho	$25.2K	+$23.8K	3	0.03%	New
2310	LF Lee Financial Dallas, Texas	$24.2K	$0	4	0%	Maintained
2311	TMWM Taylor & Morgan Wealth Management Flint, Michigan	$24.1K	-$245K	1	0.02%	Reduced
2312	NECFA New England Capital Financial Advisors Meriden, Connecticut	$23.8K	$0	2	0.02%	Maintained
2313	BC Barrett & Company Providence, Rhode Island	$23.6K	-$17.5K	5	0.01%	Reduced
2314	NCM Northwest Capital Management Lake Oswego, Oregon	$23.6K	+$23.9K	2	0.01%	New
2315	Aspiriant LLC Los Angeles, California	$23.4K	-$228K	1	0%	Reduced
2316	SC Solstein Capital Menlo Park, California	$22.7K	+$1.7K	1	0.02%	Increased
2317	EL EWA LLC Pittsbugh, Pennsylvania	$22.6K	+$18.4K	1	0.02%	New
2318	SIS Strategic Investment Solutions Orland Park, Illinois	$22.1K	-$30.3K	4	0%	Reduced
2319	PAG Paladin Advisory Group Clive, Iowa	$21.9K	$0	1	0.02%	Maintained
2320	WTG West Tower Group Richmond, Virginia	$21.5K	+$21.4K	2	0.02%	New
2321	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$21K	+$26.1K	1	0.01%	New
2322	CPG Cornerstone Planning Group Fairfield, New Jersey	$20.5K	+$20.6K	9	0.01%	New
2323	FNBOSM First National Bank of South Miami South Miami, Florida	$20.3K	-$105K	1	0.02%	Reduced
2324	CWG Cornerstone Wealth Group Huntersville, North Carolina	$20K	$0	1	0%	Maintained
2325	ITFISA Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Warsaw,	$20K	$0	1	0.01%	Maintained