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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	BL BFSG LLC Irvine, California	$22K	-$3.66K	5	0%	Reduced
2452	WIA Wetzel Investment Advisors Indianapolis, Indiana	$21.5K	-$17K	3	0.01%	Reduced
2453	LF LifeSteps Financial Claremont, California	$21.1K	+$16.9K	3	0.02%	New
2454	CSC Caldwell Sutter Capital Sausalito, California	$21.1K	-$1.7K	5	0.01%	Reduced
2455	USB Union Savings Bank Litchfield, Connecticut	$20.8K	-$29.3K	1	0.01%	Reduced
2456	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$20.7K	+$27.3K	1	0.01%	New
2457	RFG RFP Financial Group Atlanta, Georgia	$20.5K	+$3.21K	3	0.01%	Increased
2458	VFA Virtus Fund Advisers Hartford, Connecticut	$20.5K	+$10.9K	1	0.07%	New
2459	LOIM Liberty One Investment Management Libertyville, Illinois	$20.2K	$0	1	0%	Maintained
2460	FMB Field & Main Bank Henderson, Kentucky	$20.1K	$0	1	0.01%	Maintained
2461	JSAM J. Safra Asset Management New York	$19.6K	+$15.5K	2	0%	New
2462	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$19.2K	$0	1	0.01%	Maintained
2463	DCM Davis Capital Management Jacksonville, Florida	$18.9K	+$10.4K	3	0.02%	Increased
2464	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$18.9K	-$1.37K	1	0%	Reduced
2465	Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada	$18.6K	+$11.6K	1	0%	New
2466	FFA Frazier Financial Advisors Columbus, Ohio	$18.1K	+$3.87K	4	0.01%	Increased
2467	NA Nordwand Advisors Radnor, Pennsylvania	$18K	$0	2	0.01%	Maintained
2468	GGI Godsey & Gibb Inc Richmond, Virginia	$17.7K	$0	3	0%	Maintained
2469	LTI Laffer Tengler Investments Nashville, Tennessee	$17.5K	+$11K	2	0%	Increased
2470	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$17.2K	-$7.24K	1	0.01%	Reduced
2471	SA Scarborough Advisors Annapolis, Maryland	$17.2K	-$4.01K	4	0.01%	Reduced
2472	AP Advisors Preferred Rockville, Maryland	$17.2K	-$61.8K	1	0%	Reduced
2473	TAM Tealwood Asset Management Minneapolis, Minnesota	$17K	+$15.9K	1	0.01%	New
2474	CWM Compass Wealth Management Guilford, Connecticut	$16.7K	-$23.3K	1	0%	Reduced
2475	DFA DHJJ Financial Advisors Naperville, Illinois	$16.1K	+$195	4	0.01%	Increased