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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	LWA Lowe Wealth Advisors Columbia, Maryland	$22K	$0	1	0.01%	Maintained
2402	Clear Street New York	$21.7K	-$39.4M	2	0%	Reduced
2403	MFF Mango Five Family Reno, Nevada	$21.7K	+$15.8K	1	0.01%	New
2404	MAG Mayfair Advisory Group Birmingham, Alabama	$21.2K	+$13.8K	1	0.02%	New
2405	SC Solstein Capital Menlo Park, California	$20.9K	$0	1	0.02%	Maintained
2406	BL BFSG LLC Irvine, California	$20.7K	+$17.5K	3	0%	New
2407	DF Dunhill Financial London, United Kingdom	$20K	+$16.1K	2	0.02%	New
2408	RCM Raleigh Capital Management Cary, North Carolina	$19.8K	+$4.87K	2	0.01%	Increased
2409	Aspiriant LLC Los Angeles, California	$19.4K	-$2.17K	1	0%	Reduced
2410	CSC Caldwell Sutter Capital Sausalito, California	$19.1K	-$355	6	0.01%	Reduced
2411	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$18.7K	+$13.7K	1	0.01%	New
2412	LOIM Liberty One Investment Management Libertyville, Illinois	$18.5K	+$6.39K	1	0%	Increased
2413	FMB Field & Main Bank Henderson, Kentucky	$18.4K	-$73K	1	0.01%	Reduced
2414	SL Salomon & Ludwin Richmond, Virginia	$18.3K	$0	4	0%	Maintained
2415	PS PayPay Securities Tokyo, Japan	$18K	-$12.5K	4	0.88%	Reduced
2416	CT Caldwell Trust Venice, Florida	$17.6K	-$6.58K	2	0%	Reduced
2417	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$17.4K	$0	1	0.01%	Maintained
2418	FSWA Financial Synergies Wealth Advisors Houston, Texas	$17.2K	+$2.8K	3	0%	Increased
2419	KFP Keener Financial Planning Keller, Texas	$17K	+$16K	1	0.01%	New
2420	RFG RFP Financial Group Atlanta, Georgia	$16.8K	-$7.04K	2	0.01%	Reduced
2421	SA Scarborough Advisors Annapolis, Maryland	$16.5K	+$13.3K	6	0%	New
2422	NA Nordwand Advisors Radnor, Pennsylvania	$16.5K	$0	2	0%	Maintained
2423	KFS Kelly Financial Services Braintree, Massachusetts	$16.3K	-$1.25K	5	0.01%	Reduced
2424	HFS HBC Financial Services Seattle, Washington	$16K	+$2.24K	2	0.01%	Increased
2425	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$15.7K	+$24	1	0.01%	Increased