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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
2376	MCA Millennium Capital Advisors Little Rock, Arkansas	$286K	+$239K	1	0.16%	New
2377	PP PDS Planning Dublin, Ohio	$285K	+$20.4K	1	0.02%	Increased
2378	IPW Invictus Private Wealth Denver, Colorado	$285K	-$218K	1	0.02%	Reduced
2379	GW Graetz Wealth Jenison, Michigan	$284K	+$71.8K	1	0.23%	Increased
2380	TWML Todd Wealth Management, LLC Venice, Florida	$284K	-$2.68K	1	0.22%	Reduced
2381	WAL W Advisors LLC Germantown, Tennessee	$283K	$0	1	0.13%	Maintained
2382	PLC Pillsbury Lake Capital San Francisco, California	$283K	+$4.67M	1	0.08%	New
2383	SC Sykon Capital Harrison, New York	$283K	+$236K	1	0.09%	New
2384	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$281K	-$17.4K	2	0.01%	Reduced
2385	Hills Bank & Trust North Liberty, Iowa	$281K	-$26.2K	1	0.01%	Reduced
2386	CC Clearwave Capital Upland, California	$280K	+$234K	1	0.15%	New
2387	MCA MSH Capital Advisors Scottsdale, Arizona	$280K	+$28.2K	1	0.05%	Increased
2388	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$280K	-$153K	1	0.03%	Reduced
2389	AFGAS Allegiance Financial Group Advisory Services Vienna, Virginia	$279K	+$233K	1	0.05%	New
2390	MC Mirabaud & Cie Geneva, Switzerland	$279K	+$233K	1	0.11%	New
2391	SAM Sompo Asset Management Tokyo, Japan	$279K	-$84.4K	1	0.05%	Reduced
2392	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$278K	+$58K	9	0.1%	Increased
2393	ZBNA Zions Bancorporation, National Association Salt Lake City, Utah	$278K	-$6.25K	10	0.02%	Reduced
2394	PCM Pavaki Capital Management Pueblo, Colorado	$278K	$0	1	0.1%	Maintained
2395	TWPM Total Wealth Planning & Management Ponte Vedra Beach, Florida	$278K	+$343K	1	0.19%	New
2396	TCCM Timber Creek Capital Management Boston, Massachusetts	$277K	$0	1	0.06%	Maintained
2397	First National Trust Hermitage, Pennsylvania	$277K	+$231K	1	0.01%	New
2398	PAG Poinciana Advisors Group Palm Beach Gardens, Florida	$277K	+$231K	1	0.21%	New
2399	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$277K	$0	1	0.01%	Maintained
2400	BL Bleichroeder LP New York	$276K	$0	2	0.05%	Maintained