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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	BIA Bell Investment Advisors Oakland, California	$55.7K	-$14.7K	8	0.01%	Reduced
2302	SAW Signal Advisors Wealth Detroit, Michigan	$55.7K	+$43.1K	1	0.02%	New
2303	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$55.4K	$0	3	0.02%	Maintained
2304	MSG Main Street Group Glen Allen, Virginia	$55.1K	+$46.8K	7	0.02%	New
2305	PBK Peoples Bank (Kansas) Pratt, Kansas	$55K	+$4.86K	3	0.04%	Increased
2306	CWP Concord Wealth Partners Abingdon, Virginia	$54.9K	-$35K	3	0.01%	Reduced
2307	CWR Chico Wealth RIA Chico, California	$54.7K	$0	1	0.06%	Maintained
2308	MSWM McGlone Suttner Wealth Management Appleton, Wisconsin	$54.1K	+$49.8K	2	0.01%	New
2309	AWM Able Wealth Management Toms River, New Jersey	$53.9K	+$38.8K	7	0.05%	New
2310	AWM Abound Wealth Management Franklin, Tennessee	$53.2K	-$6.86K	6	0.02%	Reduced
2311	SC Sawyer & Company Boston, Massachusetts	$53K	-$2.86K	1	0.02%	Reduced
2312	TLCM Twin Lakes Capital Management Redwood Shores, California	$52.5K	$0	1	0.04%	Maintained
2313	SC Steph & Co Marinette, Wisconsin	$52.2K	+$16.4K	1	0.03%	Increased
2314	MC Meteora Capital Boca Raton, Florida	$52.1K	-$1.71M	1	0.01%	Reduced
2315	SN Sittner & Nelson Eugene, Oregon	$51.8K	-$5.63K	2	0.03%	Reduced
2316	BC Barrett & Company Providence, Rhode Island	$51.7K	+$15.7K	6	0.03%	Increased
2317	PWM Praetorian Wealth Management Carmel, California	$51.7K	$0	1	0.02%	Maintained
2318	FAG Fortitude Advisory Group Gig Harbor, Washington	$51.6K	$0	1	0.03%	Maintained
2319	PA Pineridge Advisors St. Charles, Missouri	$50.9K	+$44.6K	4	0.02%	New
2320	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$50.6K	-$11.2K	3	0.02%	Reduced
2321	PMFA Plante Moran Financial Advisors Southfield, Michigan	$48.5K	-$24.9K	8	0.01%	Reduced
2322	USB Union Savings Bank Litchfield, Connecticut	$48.3K	+$8.59K	1	0.03%	Increased
2323	BSG Black Swift Group Boulder, Colorado	$48K	+$27.2K	1	0.01%	New
2324	WOC West Oak Capital Westlake Village, California	$48K	-$5.64K	4	0.02%	Reduced
2325	Arax Advisory Partners Denver, Colorado	$47.2K	-$5.16K	4	0.01%	Reduced