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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	NA Nordwand Advisors Radnor, Pennsylvania	$14.7K	$0	2	0.01%	Maintained
2402	CWM Compass Wealth Management Guilford, Connecticut	$14.5K	$0	1	0%	Maintained
2403	PCC Park Circle Company Baltimore, Maryland	$14.5K	+$15.9K	1	0.01%	New
2404	DCM Davis Capital Management Jacksonville, Florida	$14.1K	$0	3	0.01%	Maintained
2405	LOIM Liberty One Investment Management Libertyville, Illinois	$14K	-$1.19K	1	0%	Reduced
2406	CB Community Bank Dewitt, New York	$13.9K	-$8.37K	1	0%	Reduced
2407	SA Scarborough Advisors Annapolis, Maryland	$13.8K	+$191	4	0.01%	Increased
2408	LWA Lowe Wealth Advisors Columbia, Maryland	$12.9K	-$5.95K	1	0.01%	Reduced
2409	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$12.8K	+$13.6K	2	0.01%	New
2410	OW Olistico Wealth Tulsa, Oklahoma	$12.7K	+$13.2K	2	0.01%	New
2411	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$12.6K	-$1.89K	1	0%	Reduced
2412	FCT First Community Trust Dubuque, Iowa	$12.6K	+$13.8K	1	0.01%	New
2413	SW SlateStone Wealth Jupiter, Florida	$12K	$0	1	0%	Maintained
2414	SC Steph & Co Marinette, Wisconsin	$11.8K	+$890	1	0%	Increased
2415	ACA American Capital Advisory Ketchum, Idaho	$11.7K	-$14.7K	1	0.01%	Reduced
2416	SPM Symmetry Peak Management Radnor, Pennsylvania	$11.6K	+$6.38K	1	0.02%	New
2417	WBC West Branch Capital Amherst, Massachusetts	$11.6K	-$1.65K	1	0%	Reduced
2418	CSC Caldwell Sutter Capital Sausalito, California	$11.6K	-$6.42K	5	0.01%	Reduced
2419	FA Fortis Advisors Wayne, Pennsylvania	$11.6K	$0	1	0.01%	Maintained
2420	IWA IBEX Wealth Advisors Bedminster, New Jersey	$11.6K	+$13.2K	2	0%	New
2421	VWA Valued Wealth Advisors Holladay, Utah	$11.4K	+$10.6K	2	0.01%	Increased
2422	IWA Inspirion Wealth Advisors Libertyville, Illinois	$11.3K	$0	1	0%	Maintained
2423	CT Caldwell Trust Venice, Florida	$11K	-$1.33K	2	0%	Reduced
2424	LG LAM Group Lake Oswego, Oregon	$10.8K	+$3.31K	3	0.01%	Increased
2425	BAM Bellevue Asset Management Bellevue, Washington	$10.7K	-$34	3	0.01%	Reduced