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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	LFG LifePlan Financial Group Dayton, Ohio	$18K	$0	1	0.01%	Maintained
2452	Magellan Asset Management Sydney, Australia	$18K	+$17.5K	1	0%	New
2453	AIL AGF Investments LLC Toronto, Ontario, Canada	$17K	+$16.2K	1	0%	New
2454	FIG Fortress Investment Group New York	$16K	$0	1	0%	Maintained
2455	LS Leelyn Smith Geneva, Illinois	$16K	$0	1	0.01%	Maintained
2456	SWM Selective Wealth Management Forest, Virginia	$16K	$0	1	0.01%	Maintained
2457	CCM Cribstone Capital Management Augusta, Maine	$15K	-$3.53K	2	0.01%	Reduced
2458	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$15K	$0	1	0%	Maintained
2459	CB Community Bank Dewitt, New York	$13K	-$35.5K	1	0%	Reduced
2460	EIP Ellis Investment Partners Berwyn, Pennsylvania	$13K	$0	1	0%	Maintained
2461	TD Ameritrade Investment Management Omaha, Nebraska	$13K	$0	2	0%	Maintained
2462	TIM Tortoise Investment Management White Plains, New York	$13K	$0	1	0%	Maintained
2463	KFS Kelly Financial Services Braintree, Massachusetts	$12.7K	+$2.35K	2	0.01%	Increased
2464	SJIM St. Johns Investment Management Jacksonville, Florida	$12K	+$10.8K	2	0.01%	New
2465	F F3Logic Burnsville, Minnesota	$10.2K	-$358K	2	0.26%	Reduced
2466	APWM Atlas Private Wealth Management Albany, New York	$9K	-$7.53K	1	0.01%	Reduced
2467	BAM Bellevue Asset Management Bellevue, Washington	$9K	$0	1	0.01%	Maintained
2468	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$8K	$0	1	0%	Maintained
2469	SFA Semmax Financial Advisors Winston Salem, North Carolina	$8K	$0	1	0%	Maintained
2470	NCM New Capital Management Houston, Texas	$7K	$0	1	0.01%	Maintained
2471	FP Fiduciary Planning Englewood, Florida	$6K	+$6.03K	1	0.01%	New
2472	HS Horan Securities Cincinnati, United States	$6K	+$5.46K	1	0.01%	New
2473	IWP IAG Wealth Partners Waukesha, Wisconsin	$6K	$0	1	0%	Maintained
2474	NIM NuWave Investment Management Parsippany, New Jersey	$6K	-$7.35K	2	0.01%	Reduced
2475	BWA Burt Wealth Advisors North Bethesda, Maryland	$5K	+$942	1	0%	Increased