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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	PGAM Princeton Global Asset Management Princeton, New Jersey	$38K	-$1K	1	0.01%	Reduced
2427	Homestead Advisers Arlington, Virginia	$37.8K	-$29K	1	0%	Reduced
2428	AI Atom Investors Austin, Texas	$37.5K	+$36.6K	1	0.02%	New
2429	SV Sturgeon Ventures London, United Kingdom	$35.4K	+$52.7K	1	0.03%	New
2430	DWP Destiny Wealth Partners Tavares, Florida	$35.3K	-$1.72M	6	0.01%	Reduced
2431	CC Cannell & Co New York	$34.8K	-$258K	1	0%	Reduced
2432	SWM SFG Wealth Management Towson, Maryland	$34.5K	-$241K	1	0.04%	Reduced
2433	AMG Advisors Management Group La Crosse, Wisconsin	$34K	+$71.3K	1	0.01%	New
2434	SL Sentinus LLC Oak Brook, Illinois	$33.9K	+$51.6K	1	0.02%	New
2435	CWM Centric Wealth Management Chicago, Illinois	$33.8K	+$46.2K	1	0.02%	New
2436	CT Caldwell Trust Venice, Florida	$33.3K	-$32K	3	0%	Reduced
2437	IAG Investmark Advisory Group Shelton, Connecticut	$33.1K	$0	1	0.02%	Maintained
2438	QC QCM Cayman Houston, Texas	$32.7K	-$1.43K	3	0.5%	Reduced
2439	WAM Worth Asset Management Dallas, Texas	$32.3K	+$25.2K	2	0.02%	Increased
2440	IWP IAG Wealth Partners Waukesha, Wisconsin	$32.2K	-$80	2	0.01%	Reduced
2441	VWM Valley Wealth Managers Paramus, New Jersey	$31.7K	-$55.3K	1	0%	Reduced
2442	UIA Ulland Investment Advisors Minneapolis, Minnesota	$31K	-$2.33K	4	0.04%	Reduced
2443	CWS Cypress Wealth Services Palm Desert, California	$30.7K	$0	1	0.01%	Maintained
2444	CFG CKW Financial Group Honolulu, Hawaii	$30K	-$8K	2	0.01%	Reduced
2445	AP Advisors Preferred Rockville, Maryland	$29.9K	+$56.9K	2	0.01%	New
2446	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$28.8K	+$32.4K	1	0.01%	New
2447	Arax Advisory Partners Denver, Colorado	$28.8K	-$11K	5	0%	Reduced
2448	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$28.8K	+$32.2K	4	0.02%	New
2449	PWM Praetorian Wealth Management Carmel, California	$28.8K	+$18.9K	1	0.01%	Increased
2450	LP LGL Partners Philadelphia, Pennsylvania	$28.7K	-$408K	1	0.01%	Reduced