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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	WOSD WFA of San Diego San Diego, California	$1.35K	$0	3	0%	Maintained
2302	TC Tacita Capital Toronto, Ontario, Canada	$1.24K	$0	1	0%	Maintained
2303	GCM Gables Capital Management Miami, Florida	$1.07K	-$26.6K	1	0%	Reduced
2304	DWA Delos Wealth Advisors Dallas, Texas	$1.07K	$0	2	0%	Maintained
2305	KFP KB Financial Partners Princeton, New Jersey	$1K	$0	1	0%	Maintained
2306	SJIM St. Johns Investment Management Jacksonville, Florida	$935	$0	1	0%	Maintained
2307	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$905	-$398	1	0%	Reduced
2308	MAM Marquette Asset Management Minneapolis, Minnesota	$749	-$11.5K	2	0%	Reduced
2309	MRCM M&R Capital Management Summit, New Jersey	$676	$0	1	0%	Maintained
2310	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$494	$0	1	0%	Maintained
2311	FCMT Founders Capital Management (Texas) Houston, Texas	$329	$0	1	0%	Maintained
2312	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$300	$0	1	0%	Maintained
2313	SPWM Spartan Planning & Wealth Management Greensboro, North Carolina	$234	+$260	1	0%	New
2314	PCFFS Pacific Center for Financial Services San Ramon, California	$222	+$310	1	0%	New
2315	ATC Adirondack Trust Company Saratoga Springs, New York	$197	$0	1	0%	Maintained
2316	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$175	$0	1	0%	Maintained
2317	CIR Clear Investment Research Alpharetta, Georgia	$75	$0	1	0%	Maintained
2318	LTI Laffer Tengler Investments Nashville, Tennessee	$18	$0	1	0%	Maintained
2319	Emerald Advisers Leola, Pennsylvania	$4	+$4	1	0%	New
2320	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$0	-$203K	0	–	Closed
2321	2L 25 LLC St. Louis, Missouri	$0	-$1.74K	0	–	Closed
2322	AWA Aaron Wealth Advisors Chicago, Illinois	$0	-$282K	0	–	Closed
2323	ASP Adams Street Partners Chicago, Illinois	$0	-$4.81M	0	–	Closed
2324	ARS Adirondack Retirement Specialists Queensbury, New York	$0	-$9.07K	0	–	Closed
2325	ASI Advisory Services & Investments Bend, Oregon	$0	-$229K	0	–	Closed