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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	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$1.98K	$0	2	0%	Maintained
2427	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$1.94K	-$1.81K	1	0%	Reduced
2428	CPA Cardiff Park Advisors Carlsbad, California	$1.88K	$0	1	0%	Maintained
2429	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$1.82K	$0	1	0%	Maintained
2430	WBC West Branch Capital Amherst, Massachusetts	$1.78K	$0	1	0%	Maintained
2431	2L 25 LLC St. Louis, Missouri	$1.74K	$0	1	0%	Maintained
2432	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$1.71K	-$167K	1	0%	Reduced
2433	LIA Luken Investment Analytics Brentwood, Tennessee	$1.67K	$0	1	0%	Maintained
2434	SJIM St. Johns Investment Management Jacksonville, Florida	$1.48K	$0	1	0%	Maintained
2435	WOSD WFA of San Diego San Diego, California	$1.42K	+$1.28K	3	0%	New
2436	DWA Delos Wealth Advisors Dallas, Texas	$1.2K	$0	2	0%	Maintained
2437	MIM Macroview Investment Management Bethesda, Maryland	$1.14K	-$1.46K	2	0%	Reduced
2438	EA Evolution Advisers Richmond, Virginia	$1K	+$1.36K	1	0%	New
2439	MRCM M&R Capital Management Summit, New Jersey	$643	-$1.24K	1	0%	Reduced
2440	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$611	$0	1	0%	Maintained
2441	RF Robbins Farley Bedford, New Hampshire	$514	-$3.34K	3	0%	Reduced
2442	YAL Your Advocates Ltd Houston, Texas	$504	$0	1	0%	Maintained
2443	FCMT Founders Capital Management (Texas) Houston, Texas	$485	$0	1	0%	Maintained
2444	MAM Meeder Asset Management Dublin, Ohio	$359	$0	1	0%	Maintained
2445	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$286	+$239	1	0%	New
2446	ATC Adirondack Trust Company Saratoga Springs, New York	$266	$0	1	0%	Maintained
2447	TCPG Trivant Custom Portfolio Group San Diego, California	$215	$0	1	0%	Maintained
2448	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$200	$0	1	0%	Maintained
2449	LTI Laffer Tengler Investments Nashville, Tennessee	$157	-$732K	1	0%	Reduced
2450	CCMI Creative Capital Management Investments San Diego, California	$140	$0	1	0%	Maintained