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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	IW Instrumental Wealth Tampa, Florida	$93.3K	$0	1	0.09%	Maintained
2352	TCM Tradewinds Capital Management Bellingham, Washington	$92K	+$12.1K	8	0.02%	Increased
2353	GBT Grove Bank & Trust Miami, Florida	$91.4K	+$7.89K	3	0.01%	Increased
2354	RWM Raffa Wealth Management Washington, District of Columbia	$91.1K	-$7.11K	4	0.02%	Reduced
2355	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$90.2K	+$9.44K	5	0.01%	Increased
2356	SWA SOA Wealth Advisors New York	$89.2K	-$6.69K	3	0.02%	Reduced
2357	PBK Peoples Bank (Kansas) Pratt, Kansas	$89.2K	+$5	3	0.06%	Increased
2358	MCM MV Capital Management Bethesda, Maryland	$89.1K	+$24.5K	6	0.01%	Increased
2359	AA Addison Advisors Middlebury, Vermont	$88.9K	-$14.7K	4	0.02%	Reduced
2360	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$88.7K	+$870	3	0.02%	Increased
2361	Capital Wealth Planning Naples, Florida	$88.5K	+$88.8K	2	0%	New
2362	TAM Tucker Asset Management Littleton, Colorado	$87.6K	-$90.4K	11	0.02%	Reduced
2363	CNBT Cornerstone National Bank & Trust Palatine, Illinois	$86.6K	+$74.2K	1	0.04%	New
2364	GC Gould Capital Tacoma, Washington	$86.1K	-$7.51K	3	0.06%	Reduced
2365	HFM Hartford Financial Management Hartford, Connecticut	$85K	-$14.5K	3	0.02%	Reduced
2366	KWAG Kiely Wealth Advisory Group Kernersville, North Carolina	$84.1K	$0	1	0.05%	Maintained
2367	VC Vestor Capital Chicago, Illinois	$83K	$0	1	0.01%	Maintained
2368	HNB Hilltop National Bank Casper, Wyoming	$82.9K	+$14.3K	5	0.03%	Increased
2369	AFWM Abich Financial Wealth Management Ashburn, Virginia	$82.1K	-$14.3K	5	0.18%	Reduced
2370	POIA Pin Oak Investment Advisors Houston, Texas	$82K	$0	3	0.07%	Maintained
2371	SC Schubert & Co Mckinney, Texas	$81.2K	+$94.8K	1	0.06%	New
2372	M MOTCO San Antonio, Texas	$80.8K	$0	6	0.01%	Maintained
2373	PWMG Private Wealth Management Group Princeton, New Jersey	$80.7K	-$2.5K	9	0.03%	Reduced
2374	BCMLT Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$79.3K	+$6.4K	6	0.01%	Increased
2375	BCM Birch Capital Management Dallas, Texas	$78.7K	$0	2	0.04%	Maintained