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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	FSWA Financial Synergies Wealth Advisors Houston, Texas	$18.6K	-$4	2	0%	Reduced
2427	CWG Cornerstone Wealth Group Huntersville, North Carolina	$18.2K	$0	1	0%	Maintained
2428	KWM Kolinsky Wealth Management Ramsey, New Jersey	$18K	$0	2	0.01%	Maintained
2429	NA Nordwand Advisors Radnor, Pennsylvania	$17.6K	+$18.4K	2	0%	New
2430	FCA Fortis Capital Advisors Prairie Village, Kansas	$17.6K	+$18.8K	2	0.01%	Increased
2431	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$17.5K	$0	1	0%	Maintained
2432	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$17.5K	$0	1	0.01%	Maintained
2433	KFS Kelly Financial Services Braintree, Massachusetts	$17.4K	-$1.17K	5	0.01%	Reduced
2434	GWSA Global Wealth Strategies & Associates Denver, Colorado	$17.4K	-$14.7K	5	0.01%	Reduced
2435	PO Private Ocean San Rafael, California	$16.9K	-$76.8K	3	0%	Reduced
2436	CSC Caldwell Sutter Capital Sausalito, California	$16.7K	+$9.21K	2	0.01%	Increased
2437	WIM Wittenberg Investment Management Carlisle, Massachusetts	$16.5K	+$20.1K	1	0.01%	New
2438	SWM Sugarloaf Wealth Management Duluth, Georgia	$16.2K	-$68.4K	5	0%	Reduced
2439	CB Community Bank Dewitt, New York	$15.2K	$0	1	0%	Maintained
2440	PCA Providence Capital Advisors Charlotte, North Carolina	$15.2K	-$2.37K	1	0%	Reduced
2441	Pure Financial Advisors San Diego, California	$14.6K	+$11.6K	1	0%	New
2442	CCP Carmel Capital Partners San Diego, California	$14.4K	+$14.8K	3	0.01%	New
2443	DIM Delta Investment Management San Francisco, California	$14.3K	$0	1	0%	Maintained
2444	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$14.1K	$0	2	0%	Maintained
2445	BAM Baldrige Asset Management Allentown, Pennsylvania	$14K	+$2.4K	3	0.01%	Increased
2446	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$13.9K	$0	4	0.01%	Maintained
2447	IHWM Iron Horse Wealth Management Johston, Iowa	$13.8K	-$11.3K	1	0.01%	Reduced
2448	AFS Annapolis Financial Services Annapolis, Maryland	$13.7K	$0	1	0%	Maintained
2449	GG Gleason Group Prospect, Kentucky	$13.2K	-$10K	1	0%	Reduced
2450	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$13K	+$3.67K	2	0%	Increased