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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	EWP Elevation Wealth Partners Santa Rosa, California	$30.9K	$0	3	0.02%	Maintained
2377	RCG Regatta Capital Group El Segundo, California	$30.6K	+$17.4K	1	0.01%	New
2378	TFM TFC Financial Management Boston, Massachusetts	$29.4K	-$21.6K	7	0.01%	Reduced
2379	LWA Lineweaver Wealth Advisors Valley View, Ohio	$29.4K	$0	1	0.01%	Maintained
2380	AT Arlington Trust Birmingham, Alabama	$29.3K	-$36.9K	7	0.01%	Reduced
2381	LP LGL Partners Philadelphia, Pennsylvania	$29.3K	+$6.09K	2	0%	Increased
2382	GFPC Global Financial Private Client Sarasota, Florida	$28.6K	+$236	3	0.01%	Increased
2383	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$27.8K	$0	3	0.01%	Maintained
2384	PGAM Princeton Global Asset Management Princeton, New Jersey	$26.6K	+$2K	1	0.01%	Increased
2385	SWM Sugarloaf Wealth Management Duluth, Georgia	$26.4K	-$527	3	0.01%	Reduced
2386	PCA Providence Capital Advisors Charlotte, North Carolina	$26.3K	+$7.55K	2	0.01%	Increased
2387	SCM Silvant Capital Management Atlanta, Georgia	$26.1K	$0	1	0%	Maintained
2388	PCWA Pacific Capital Wealth Advisors Corona, California	$26.1K	+$23.4K	3	0.01%	New
2389	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$25.7K	$0	1	0%	Maintained
2390	AWM Activest Wealth Management Aventure, Florida	$25.5K	-$18.2K	4	0.01%	Reduced
2391	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$25K	+$22.9K	1	0.01%	New
2392	NECFA New England Capital Financial Advisors Meriden, Connecticut	$24.6K	-$3.07K	2	0.01%	Reduced
2393	LF Lee Financial Dallas, Texas	$24.2K	-$1.48K	4	0%	Reduced
2394	TCG Transcendent Capital Group Edmond, Oklahoma	$24.1K	+$18.1K	3	0.02%	New
2395	SFM Signet Financial Management Parsippany, New Jersey	$24K	$0	1	0%	Maintained
2396	TCM TD Capital Management Memphis, Tennessee	$23.9K	$0	1	0%	Maintained
2397	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$23.7K	$0	5	0.01%	Maintained
2398	OFA Oak Family Advisors Chicago, Illinois	$23.4K	-$64.8K	1	0.01%	Reduced
2399	TWD True Wealth Design Akron, Ohio	$23.2K	$0	1	0.01%	Maintained
2400	ME McIlrath & Eck Arlington, Washington	$23.1K	$0	2	0%	Maintained