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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	NC NewSquare Capital Newtown Square, Pennsylvania	$196K	$0	1	0.03%	Maintained
2327	LTI Laffer Tengler Investments Nashville, Tennessee	$192K	+$167K	1	0.1%	New
2328	ME McIlrath & Eck Arlington, Washington	$190K	+$14.1K	2	0.08%	Increased
2329	APC Aspire Private Capital Cornelius, North Carolina	$186K	+$62.3K	3	0.08%	Increased
2330	RG Retirement Group San Diego, California	$185K	+$85.1K	2	0.1%	Increased
2331	SC Solstein Capital Menlo Park, California	$182K	$0	1	0.41%	Maintained
2332	Allworth Financial Folsom, California	$179K	-$195K	2	0.01%	Reduced
2333	CHAM Clear Harbor Asset Management Stamford, Connecticut	$179K	+$167K	2	0.03%	New
2334	WCA Windsor Creek Advisors Bethel, Vermont	$178K	+$8.01K	1	0.05%	Increased
2335	PMFA Plante Moran Financial Advisors Southfield, Michigan	$177K	+$46.3K	4	0.06%	Increased
2336	DAM Delta Asset Management Memphis, Tennessee	$176K	+$94.2K	1	0.02%	Increased
2337	FCM Firestone Capital Management Coral Gables, Florida	$176K	-$31.5K	2	0.08%	Reduced
2338	GAM Gemmer Asset Management Walnut Creek, California	$174K	-$3.02K	4	0.03%	Reduced
2339	JFA JNBA Financial Advisors Bloomington, Minnesota	$174K	+$13.2K	2	0.04%	Increased
2340	WOC West Oak Capital Westlake Village, California	$172K	-$29.3K	1	0.09%	Reduced
2341	RIM Rockbridge Investment Management Syracuse, New York	$169K	+$146K	2	0.04%	Increased
2342	PO Private Ocean San Rafael, California	$167K	-$28.2K	2	0.04%	Reduced
2343	ANBT American National Bank & Trust Wichita Falls, Texas	$163K	$0	1	0.05%	Maintained
2344	PP Pacifica Partners Surrey, Canada	$158K	$0	1	0.17%	Maintained
2345	SIM Sonora Investment Management Tucson, Arizona	$156K	+$50.9K	2	0.01%	Increased
2346	BCM Blume Capital Management Berkeley, California	$154K	$0	2	0.08%	Maintained
2347	SIS Sound Income Strategies Ft Lauderdale, Florida	$153K	+$9.42K	2	0.04%	Increased
2348	CAL Capital Advisors Ltd Shaker Heights, Ohio	$146K	$0	1	0.04%	Maintained
2349	EARNEST Partners Atlanta, Georgia	$146K	$0	3	0%	Maintained
2350	FCM Fairbanks Capital Management Rancho Santa Fe, California	$146K	$0	1	0.15%	Maintained