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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	TWD True Wealth Design Akron, Ohio	$20K	-$4.6K	1	0.01%	Reduced
2327	Welch Group Birmingham, Alabama	$19.7K	$0	1	0%	Maintained
2328	TWP TFO Wealth Partners Maumee, Ohio	$19.5K	+$19.9K	1	0%	New
2329	LWP Lumature Wealth Partners Alpharetta, Georgia	$19.3K	$0	2	0.01%	Maintained
2330	NMG New Millennium Group Sandy, Utah	$19.2K	-$5.76K	2	0.02%	Reduced
2331	DAC Dividend Assets Capital Ridgeland, South Carolina	$19K	$0	1	0%	Maintained
2332	LWA Lowe Wealth Advisors Columbia, Maryland	$19K	$0	1	0.01%	Maintained
2333	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$18.9K	+$2.98K	2	0.01%	Increased
2334	VSQM V-Square Quantitative Management Chicago, Illinois	$18.9K	+$18.7K	2	0.01%	New
2335	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$18.8K	$0	1	0%	Maintained
2336	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$18K	$0	1	0.01%	Maintained
2337	SFM Signet Financial Management Parsippany, New Jersey	$17.5K	$0	1	0%	Maintained
2338	LWA Lineweaver Wealth Advisors Valley View, Ohio	$16.2K	$0	1	0%	Maintained
2339	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$16.1K	+$1.35K	5	0.01%	Increased
2340	NA Nordwand Advisors Radnor, Pennsylvania	$16.1K	$0	2	0%	Maintained
2341	SWM Sugarloaf Wealth Management Duluth, Georgia	$16K	-$178	4	0%	Reduced
2342	KFS Kelly Financial Services Braintree, Massachusetts	$15.6K	-$2.2K	4	0.01%	Reduced
2343	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$15.2K	$0	2	0.01%	Maintained
2344	PPW Pasadena Private Wealth Pasadena, California	$15K	$0	1	0%	Maintained
2345	IHWM Iron Horse Wealth Management Johston, Iowa	$14.6K	$0	1	0.01%	Maintained
2346	CCP Carmel Capital Partners San Diego, California	$14.3K	$0	3	0.01%	Maintained
2347	FSWA Financial Synergies Wealth Advisors Houston, Texas	$13.7K	-$3.28K	2	0%	Reduced
2348	PCA Providence Capital Advisors Charlotte, North Carolina	$13.3K	$0	1	0%	Maintained
2349	CB Community Bank Dewitt, New York	$13.3K	$0	1	0%	Maintained
2350	MWM Mascoma Wealth Management Hanover, New Hampshire	$13K	-$5.22K	1	0%	Reduced