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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
2401	BBL Beck Bode LLC Dedham, Massachusetts	$276K	$0	1	0.04%	Maintained
2402	Eastern Bank Boston, Massachusetts	$276K	$0	5	0%	Maintained
2403	OA Operose Advisors Milwaukee, Wisconsin	$275K	+$262K	5	0.05%	Increased
2404	BF Benchmark Financial Wilmington, Delaware	$274K	-$743K	1	0.22%	Reduced
2405	FOA Five Oceans Advisors Santa Monica, California	$274K	+$229K	1	0.09%	New
2406	PA PW Advisors Tallahassee, Florida	$274K	-$126K	1	0.18%	Reduced
2407	AC Addison Capital Conshohocken, Pennsylvania	$274K	$0	1	0.04%	Maintained
2408	JKA Jones Kertz & Associates Blaine, Minnesota	$274K	-$13.6K	1	0.13%	Reduced
2409	Cookson Peirce & Co Pittsburgh, Pennsylvania	$273K	$0	1	0.01%	Maintained
2410	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$272K	-$9.1K	2	0.14%	Reduced
2411	SSWM Strait & Sound Wealth Management San Francisco, California	$272K	-$270K	1	0.1%	Reduced
2412	Burney Company Reston, Virginia	$271K	$0	1	0.01%	Maintained
2413	TWM Trueblood Wealth Management Lima, Ohio	$271K	$0	1	0.09%	Maintained
2414	IFO Independent Family Office Albany, New York	$269K	-$145K	1	0.11%	Reduced
2415	ADMI Albert D. Mason Inc Boston, Massachusetts	$269K	+$27.2K	1	0.15%	Increased
2416	EW Expressive Wealth Chicago, Illinois	$269K	-$4.15K	1	0.25%	Reduced
2417	MFWP Mosaic Family Wealth Partners St. Louis, Missouri	$268K	+$390K	1	0.02%	New
2418	SI Stonekeep Investments Sante Fe, New Mexico	$268K	+$4.64K	1	0.16%	Increased
2419	MGI Miller Global Investments Dallas, Texas	$267K	+$873	4	0.22%	Increased
2420	SFC SYM Financial Corp Winona Lake, Indiana	$267K	+$223K	1	0.02%	New
2421	CAN Capital Advisor Network Lafayette, Indiana	$267K	+$213K	1	0.33%	Increased
2422	WCM Whitener Capital Management Rocky Mount, North Carolina	$267K	+$223K	1	0.06%	New
2423	MMPW Mitchell McLeod Pugh & Williams Mobile, Alabama	$266K	+$73.9K	1	0.03%	Increased
2424	NC NovaPoint Capital Atlanta, Georgia	$265K	+$246K	1	0.06%	New
2425	AWAG ARS Wealth Advisors Group St. Petersburg, Florida	$265K	+$270K	1	0.02%	New