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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
2426	NWAG Net Worth Advisory Group Sandy, Utah	$265K	-$276K	1	0.07%	Reduced
2427	Choate Investment Advisors Boston, Massachusetts	$265K	-$214K	1	0%	Reduced
2428	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$265K	-$1M	1	0.01%	Reduced
2429	ACM Arcataur Capital Management Milwaukee, Wisconsin	$262K	$0	1	0.07%	Maintained
2430	DKCM Davidson Kahn Capital Management Sherman Oaks, California	$262K	+$218K	1	0.11%	New
2431	GFP Gainline Financial Partners Louisville, Colorado	$260K	+$235K	1	0.24%	New
2432	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$259K	-$96.4K	5	0.07%	Reduced
2433	GCM Gables Capital Management Miami, Florida	$259K	+$117K	5	0.09%	Increased
2434	KWS Keystone Wealth Services Palm Desert, California	$259K	-$20K	1	0.05%	Reduced
2435	SHFA SC&H Financial Advisors Sparks, Maryland	$259K	+$257K	1	0.03%	New
2436	DBIA Dumont & Blake Investment Advisors Princeton, New Jersey	$259K	-$4.78K	1	0.06%	Reduced
2437	DP Dearborn Partners Chicago, Illinois	$258K	+$216K	1	0.01%	New
2438	SA SRH Advisors Salina, Kansas	$258K	$0	3	0.07%	Maintained
2439	JC Jacobs & Co San Francisco, California	$258K	-$190K	1	0.02%	Reduced
2440	VIP Vista Investment Partners Oklahoma City, Oklahoma	$258K	+$215K	1	0.06%	New
2441	B Bensler Bellevue, Washington	$257K	-$542	1	0.02%	Reduced
2442	EFG Ethos Financial Group King Of Prussia, Pennsylvania	$257K	-$557K	4	0.02%	Reduced
2443	CWM CCG Wealth Management San Diego, California	$257K	+$71.1K	1	0.06%	Increased
2444	ACM ADAR1 Capital Management Austin, Texas	$257K	-$449K	2	0.01%	Reduced
2445	Klingman & Associates New York	$256K	-$744K	1	0.01%	Reduced
2446	WHAM Windmill Hill Asset Management Waddesdon, United Kingdom	$256K	-$139K	1	0.06%	Reduced
2447	Valmark Advisers Akron, Ohio	$255K	+$236K	1	0%	New
2448	CT Chicago Trust Grayslake, Illinois	$255K	-$801K	1	0.04%	Reduced
2449	RC Roundview Capital Princeton, New Jersey	$255K	-$58.8K	1	0.01%	Reduced
2450	HNB Hilltop National Bank Casper, Wyoming	$254K	+$89.7K	5	0.05%	Increased