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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
2326	XWL XXI Wealth LLC Chicago, Illinois	$313K	+$261K	1	0.14%	New
2327	NG NWK Group San Francisco, California	$312K	+$329K	1	0.1%	New
2328	6SA 6th Street Advisors Daphne, Alabama	$312K	$0	1	0.18%	Maintained
2329	BWM Benson Wealth Management Ooltewah, Tn, Tennessee	$311K	-$111K	6	0.31%	Reduced
2330	SC Schubert & Co Mckinney, Texas	$310K	+$1.33K	1	0.21%	Increased
2331	LTAS Linden Thomas Advisory Services Charlotte, North Carolina	$310K	-$3.05K	1	0.03%	Reduced
2332	TC Towle & Co Denver, Colorado	$309K	+$305K	1	0.1%	New
2333	FMP Financial Management Professionals Austin, Texas	$307K	-$6.83K	12	0.03%	Reduced
2334	MWM Mindset Wealth Management Indianapolis, Indiana	$306K	$0	1	0.06%	Maintained
2335	WG WMS Group Folsom, Louisiana	$306K	+$128K	1	0.39%	Increased
2336	CWA Cura Wealth Advisors Chicago, Illinois	$305K	-$113K	1	0.13%	Reduced
2337	AA Alta Advisers London, United Kingdom	$305K	$0	1	0.07%	Maintained
2338	CPWM Cypress Point Wealth Management Dallas, Texas	$304K	-$79K	2	0.06%	Reduced
2339	TPWA TRUE Private Wealth Advisors Salem, Oregon	$303K	$0	1	0.03%	Maintained
2340	HBK Sorce Advisory Erie, Pennsylvania	$303K	-$616K	2	0.01%	Reduced
2341	WKSWA White Knight Strategic Wealth Advisors Princeton, New Jersey	$303K	+$23.4K	1	0.21%	Increased
2342	PIA Pinion Investment Advisors Wichita, Kansas	$303K	+$312K	1	0.06%	New
2343	NWM Northwest Wealth Management Spencer, Iowa	$302K	+$149K	2	0.04%	Increased
2344	SFP Shepherd Financial Partners Winchester, Massachusetts	$302K	+$186K	2	0.02%	Increased
2345	CCM Chaney Capital Management Lynnwood, Washington	$302K	$0	1	0.09%	Maintained
2346	RCM Requisite Capital Management Dallas, Texas	$302K	-$967K	2	0.05%	Reduced
2347	LBC Leigh Baldwin & Co Cazenovia, New York	$301K	$0	1	0.16%	Maintained
2348	TWA Trace Wealth Advisors Los Angeles, California	$301K	$0	1	0.2%	Maintained
2349	KFP Kerr Financial Planning Fresno, California	$300K	-$21.3K	15	0.33%	Reduced
2350	SBFM S-Bank Fund Management Helsinki, Finland	$299K	-$75.3K	1	0.04%	Reduced