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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
2451	TIAA-CREF Individual & Institutional Services New York	$254K	-$65.5K	1	0%	Reduced
2452	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$254K	+$267K	1	0.02%	New
2453	Glazer Capital LLC New York	$253K	+$287K	1	0.01%	New
2454	GA Goldstein Advisors Madison, Wisconsin	$253K	+$211K	1	0.02%	New
2455	MFS Madrona Financial Services Everett, Washington	$253K	-$2.18K	1	0.05%	Reduced
2456	SFG SageGuard Financial Group Goodlettsville, Tennessee	$252K	-$3.02K	1	0.04%	Reduced
2457	GCM Generation Capital Management Pittsford, New York	$252K	+$286K	1	0.15%	New
2458	RPCONE Retirement Planning Company of New England Warwick, Rhode Island	$252K	-$17.4K	1	0.09%	Reduced
2459	HOWA Heritage Oak Wealth Advisors Santa Rosa Beach, Florida	$251K	+$266K	1	0.07%	New
2460	PPC Pennington Partners & Co Bethesda, Maryland	$251K	-$535K	1	0.08%	Reduced
2461	VNA Valley National Advisers Bethlehem, Pennsylvania	$249K	+$15.4K	13	0.03%	Increased
2462	WW Westshore Wealth Newport Beach, California	$249K	+$1.8K	1	0.08%	Increased
2463	SWA SOA Wealth Advisors New York	$249K	-$15.5K	7	0.04%	Reduced
2464	MAWA Moss Adams Wealth Advisors Seattle, Washington	$249K	+$208K	1	0.02%	New
2465	LOWM Laurel Oak Wealth Management Marlton, New Jersey	$249K	+$208K	1	0.04%	New
2466	SAI Systematic Alpha Investments Princeton, New Jersey	$249K	$0	1	0.01%	Maintained
2467	MF Meridian Financial Holliston, Massachusetts	$248K	+$244K	1	0.12%	New
2468	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$248K	+$244K	1	0.06%	New
2469	MWA Medallion Wealth Advisors Farmington, Connecticut	$248K	-$136K	8	0.08%	Reduced
2470	QPW Quantum Private Wealth Tampa, Florida	$247K	+$18.1K	1	0.06%	Increased
2471	EP EPIQ Partners Minneapolis, Minnesota	$247K	$0	1	0.1%	Maintained
2472	CAG Carroll Advisory Group Texarkana, Texas	$247K	-$86.8K	1	0.08%	Reduced
2473	GWM Greenline Wealth Management Boca Raton, Florida	$247K	-$136K	1	0.2%	Reduced
2474	TWM TSA Wealth Management Houston, Texas	$247K	+$1.65K	1	0.07%	Increased
2475	RC Rexford Capital Bellaire, Texas	$246K	+$1.5K	1	0.15%	Increased