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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
2351	KFS Kelly Financial Services Braintree, Massachusetts	$9.06K	$0	1	0.01%	Maintained
2352	EIP Ellis Investment Partners Berwyn, Pennsylvania	$9K	$0	1	0%	Maintained
2353	MWA Moser Wealth Advisors Bellevue, Washington	$9K	+$6.91K	1	0.01%	New
2354	BAM Bellevue Asset Management Bellevue, Washington	$8K	-$11K	1	0.01%	Reduced
2355	FIG Fortress Investment Group New York	$8K	$0	1	0%	Maintained
2356	Altshuler Shaham Tel Aviv, Israel	$7K	-$4K	1	0%	Reduced
2357	SFA Semmax Financial Advisors Winston Salem, North Carolina	$7K	$0	1	0%	Maintained
2358	HF Halpern Financial Ashburn, Virginia	$6.45K	+$5.11K	1	0%	New
2359	IWP IAG Wealth Partners Waukesha, Wisconsin	$6K	$0	1	0%	Maintained
2360	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$5K	+$4.15K	1	0.01%	New
2361	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$5K	+$3.83K	1	0%	New
2362	JWM Janiczek Wealth Management Denver, Colorado	$5K	+$4.15K	1	0%	New
2363	MIM Macroview Investment Management Bethesda, Maryland	$5K	+$1.37K	1	0.01%	Increased
2364	NCM New Capital Management Houston, Texas	$5K	$0	1	0.01%	Maintained
2365	SMG Spectrum Management Group Indianapolis, Indiana	$5K	$0	1	0%	Maintained
2366	SA SRH Advisors Salina, Kansas	$5K	$0	1	0.01%	Maintained
2367	CWM Campbell Wealth Management Alexandria, Virginia	$4K	+$3.64K	1	0%	New
2368	BWA Burt Wealth Advisors North Bethesda, Maryland	$3K	+$2.49K	1	0%	New
2369	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$3K	-$612	3	0%	Reduced
2370	WAMC Western Asset Management Company Pasadena, California	$3K	+$1.8K	1	0%	New
2371	WIM Westside Investment Management Santa Monica, California	$2.15K	-$124K	2	0%	Reduced
2372	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$2K	$0	1	0%	Maintained
2373	Sageworth Trust Lancaster, Pennsylvania	$2K	+$1.94K	1	0%	New
2374	TFA Transamerica Financial Advisors St. Petersburg, Florida	$2K	+$143	2	0%	New
2375	UFF USA Financial Formulas Ada, Michigan	$2K	+$1.66K	1	0%	New