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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	MCA Maryland Capital Advisors Chester, Maryland	$4.87K	$0	1	0%	Maintained
2402	TIM Tortoise Investment Management White Plains, New York	$4.77K	-$892	2	0%	Reduced
2403	ICM Islay Capital Management Lubbock, Texas	$4.66K	$0	1	0%	Maintained
2404	PSB Piscataqua Savings Bank Portsmouth, New Hampshire	$4.34K	$0	1	0%	Maintained
2405	PFG Prosperity Financial Group San Ramon, California	$4.2K	+$4.06K	1	0%	New
2406	RTL Red Tortoise LLC Atlanta, Georgia	$4.1K	+$312	3	0%	Increased
2407	RBC Roble Belko & Company Sewickley, Pennsylvania	$4K	$0	5	0%	Maintained
2408	UFF USA Financial Formulas Ada, Michigan	$3.94K	$0	1	0.01%	Maintained
2409	PK Pflug Koory Omaha, Nebraska	$3.79K	$0	1	0%	Maintained
2410	WFA West Financial Advisors Des Moines, Iowa	$3.67K	+$3.75K	1	0%	New
2411	DCM Davidson Capital Management Corpus Christi, Texas	$3.4K	+$136	1	0%	Increased
2412	EW Element Wealth Ridgeland, Mississippi	$3.3K	$0	1	0%	Maintained
2413	CMP Coston McIsaac & Partners Bar Harbor, Maine	$3K	$0	1	0%	Maintained
2414	UIA Ulland Investment Advisors Minneapolis, Minnesota	$3K	-$2K	2	0%	Reduced
2415	WAM WFA Asset Management Whitefish Bay, Wisconsin	$2.73K	$0	1	0%	Maintained
2416	CWM Cedar Wealth Management Walnut Creek, California	$2.66K	$0	1	0%	Maintained
2417	LFA Level Financial Advisors East Amherst, New York	$2.42K	$0	2	0%	Maintained
2418	HWM Horizons Wealth Management Asheville, North Carolina	$2.4K	+$477	1	0%	Increased
2419	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$2.31K	$0	2	0%	Maintained
2420	BC Belmont Capital Los Angeles, California	$2.26K	$0	1	0%	Maintained
2421	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$2.22K	-$2.52K	1	0%	Reduced
2422	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$2.09K	$0	1	0%	Maintained
2423	CFG CKW Financial Group Honolulu, Hawaii	$2K	$0	1	0%	Maintained
2424	KFP KB Financial Partners Princeton, New Jersey	$2K	$0	1	0%	Maintained
2425	TC Tacita Capital Toronto, Ontario, Canada	$2K	+$1.75K	1	0%	New