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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	BCM Blume Capital Management Berkeley, California	$65.6K	$0	2	0.01%	Maintained
2402	TFM TFC Financial Management Boston, Massachusetts	$65.1K	-$6.53K	8	0.01%	Reduced
2403	LIS Legacy Investment Solutions Meridian, Idaho	$64.2K	+$47.6K	8	0.04%	New
2404	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$64.2K	+$47.6K	8	0.04%	New
2405	CT Caldwell Trust Venice, Florida	$64.2K	+$48.4K	2	0.01%	Increased
2406	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$61.8K	$0	3	0.01%	Maintained
2407	SN Sittner & Nelson Eugene, Oregon	$61.6K	+$1.81K	3	0.03%	Increased
2408	MIM Macroview Investment Management Bethesda, Maryland	$61.4K	-$15.1K	3	0.06%	Reduced
2409	TF Tompkins Financial Ithaca, New York	$61.1K	-$15.9K	4	0.01%	Reduced
2410	WOC West Oak Capital Westlake Village, California	$60.3K	-$652	7	0.01%	Reduced
2411	JSAM J. Safra Asset Management New York	$59.5K	+$26.2K	1	0.01%	Increased
2412	CA Corrado Advisors Ramsey, New Jersey	$59.3K	$0	1	0.04%	Maintained
2413	MFC Mechanics Financial Corp Mansfield, Ohio	$59.2K	-$298K	2	0.03%	Reduced
2414	PA Pineridge Advisors St. Charles, Missouri	$58.8K	$0	3	0.02%	Maintained
2415	PWMG Prestige Wealth Management Group Flemington, New Jersey	$58.1K	+$2.79K	4	0.01%	Increased
2416	AAG Armstrong Advisory Group Needham, Massachusetts	$58K	-$7.43K	7	0%	Reduced
2417	HWP Highline Wealth Partners Sherman Oaks, California	$56.2K	+$6.4K	5	0.02%	Increased
2418	GW&K Investment Management Boston, Massachusetts	$56K	+$3.88K	2	0%	Increased
2419	FPF First Pacific Financial Vancouver, Washington	$55.6K	$0	1	0.01%	Maintained
2420	OP ORG Partners Roanoke, Indiana	$54.7K	-$1.01M	7	0.01%	Reduced
2421	BIA Bell Investment Advisors Oakland, California	$54.4K	-$1.95K	7	0.01%	Reduced
2422	JFA JNBA Financial Advisors Bloomington, Minnesota	$53.6K	$0	4	0.01%	Maintained
2423	Heritage Wealth Advisors Richmond, Virginia	$53.1K	+$3.41K	3	0%	Increased
2424	WPA West Paces Advisors Atlanta, Georgia	$52K	$0	4	0.01%	Maintained
2425	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$52K	-$37.1K	1	0.01%	Reduced