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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	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$146K	$0	1	0.12%	Maintained
2352	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$144K	+$12K	2	0.07%	Increased
2353	TFO Tarbox Family Office Newport Beach, California	$144K	+$5.65K	4	0.04%	Increased
2354	NPP New Potomac Partners Bethesda, Maryland	$143K	-$18.8K	1	0.11%	Reduced
2355	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$142K	+$1.27K	2	0.07%	Increased
2356	FC FORA Capital Miami, Florida	$138K	+$166K	1	0.09%	New
2357	MWC MBM Wealth Consultants Chesterfield, Missouri	$136K	$0	1	0.09%	Maintained
2358	QIM Quantitative Investment Management Charlottesville, Virginia	$135K	-$207K	1	0.01%	Reduced
2359	RWG Regal Wealth Group Seal Beach, California	$135K	+$1.13K	2	0.11%	Increased
2360	UA Unison Advisors Washington, District of Columbia	$132K	$0	1	0.04%	Maintained
2361	WPA West Paces Advisors Atlanta, Georgia	$129K	$0	1	0.07%	Maintained
2362	C Cerebellum San Francisco, California	$129K	-$197K	2	0.6%	Reduced
2363	BAMG Brand Asset Management Group Chesterfield, Missouri	$126K	$0	1	0.08%	Maintained
2364	HWM HighMark Wealth Management St. Paul, Minnesota	$126K	+$77.7K	4	0.11%	Increased
2365	PK Pflug Koory Omaha, Nebraska	$118K	$0	2	0.08%	Maintained
2366	Altshuler Shaham Tel Aviv, Israel	$114K	+$96.7K	2	0%	Increased
2367	AFA American Financial Advisors Marietta, Georgia	$111K	-$7.42K	1	0.02%	Reduced
2368	IFAM Institutional & Family Asset Management Fort Collins, Colorado	$109K	+$34.3K	2	0.03%	Increased
2369	RMC Resources Management Corp West Hartford, Connecticut	$108K	+$19.2K	2	0.02%	Increased
2370	RIL Rothschild Investment LLC Chicago, Illinois	$108K	-$375K	1	0.01%	Reduced
2371	BWA BDO Wealth Advisors Jacksonville, Florida	$106K	+$41.8K	2	0.02%	Increased
2372	JC JBF Capital Aspen, Colorado	$106K	-$176K	1	0.02%	Reduced
2373	SL Savior LLC Wellesley Hills, Massachusetts	$105K	-$377	3	0.12%	Reduced
2374	Benjamin Edwards Inc Clayton, Missouri	$104K	-$37.4K	1	0.09%	Reduced
2375	JWBC John W. Brooker & Co Oakland, California	$103K	$0	1	0.07%	Maintained