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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	POIA Pin Oak Investment Advisors Houston, Texas	$30K	-$60K	1	0.03%	Reduced
2427	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$28.2K	$0	1	0%	Maintained
2428	PCWA Pacific Capital Wealth Advisors Corona, California	$27.9K	$0	3	0.01%	Maintained
2429	CCG Catalina Capital Group Torrance, California	$27.6K	+$27.9K	1	0.01%	New
2430	NECFA New England Capital Financial Advisors Meriden, Connecticut	$26.9K	$0	2	0.02%	Maintained
2431	LP LGL Partners Philadelphia, Pennsylvania	$26.6K	-$7.81K	1	0%	Reduced
2432	DF Dunhill Financial London, United Kingdom	$26.5K	+$1.04K	2	0.02%	Increased
2433	SFM Signet Financial Management Parsippany, New Jersey	$26.3K	$0	1	0%	Maintained
2434	TCM TD Capital Management Memphis, Tennessee	$26.1K	$0	1	0%	Maintained
2435	BWM Bullock Wealth Management Bloomington, Indiana	$26K	+$23.5K	6	0.02%	New
2436	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$25.8K	-$347K	1	0%	Reduced
2437	ACA American Capital Advisory Ketchum, Idaho	$25.6K	+$36.7K	4	0.02%	Increased
2438	TWD True Wealth Design Akron, Ohio	$25.4K	$0	1	0.01%	Maintained
2439	GJWM Gilliland Jeter Wealth Management Little Rock, Arkansas	$24.7K	+$20.9K	4	0.01%	New
2440	RA Ransom Advisory Providence, Rhode Island	$24.3K	+$20.5K	3	0.01%	New
2441	LWA Lowe Wealth Advisors Columbia, Maryland	$24.1K	$0	1	0.01%	Maintained
2442	SW SlateStone Wealth Jupiter, Florida	$24K	$0	1	0%	Maintained
2443	FA Fortis Advisors Wayne, Pennsylvania	$23.9K	$0	1	0.02%	Maintained
2444	IHWM Iron Horse Wealth Management Johston, Iowa	$23.9K	+$10.1K	2	0.01%	Increased
2445	MFF Mango Five Family Reno, Nevada	$23.7K	$0	1	0.01%	Maintained
2446	Aspiriant LLC Los Angeles, California	$23.6K	-$4.57K	1	0%	Reduced
2447	TSMHT Thurston Springer Miller Herd & Titak Indianapolis, Indiana	$23.5K	+$21.3K	1	0.01%	New
2448	SC Solstein Capital Menlo Park, California	$22.8K	$0	1	0.02%	Maintained
2449	PFA Pathway Financial Advisers Auburn, Indiana	$22.2K	-$24.8K	2	0.01%	Reduced
2450	SWS SYSTM Wealth Solutions Chicago, Illinois	$22.1K	-$18.2K	1	0%	Reduced