← All themes Artificial Intelligence

Agentic AI

Agentic AI covers systems that take multi-step actions on a user’s behalf rather than answering one question at a time. Giving software the ability to act creates new demand for orchestration, tool access, and audit.

13 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2501	MWC MBM Wealth Consultants Chesterfield, Missouri	$8K	+$8.32K	1	0%	New
2502	TC Trust Company Manhattan, Kansas	$8K	$0	1	0%	Maintained
2503	PP Pacifica Partners Surrey, Canada	$7.73K	$0	2	0.01%	Maintained
2504	Stonehage Fleming Financial Services St. Helier, Jersey	$7.7K	$0	1	0%	Maintained
2505	BWA Boulder Wealth Advisors Boulder, Colorado	$7K	+$7.3K	1	0.01%	New
2506	MFC Mechanics Financial Corp Mansfield, Ohio	$7K	$0	1	0%	Maintained
2507	DWA Delos Wealth Advisors Dallas, Texas	$7K	$0	3	0.01%	Maintained
2508	MWA Moser Wealth Advisors Bellevue, Washington	$6.99K	-$5K	1	0.01%	Reduced
2509	DI Disciplined Investments Tulsa, Oklahoma	$6.91K	-$531	4	0%	Reduced
2510	SL Savior LLC Wellesley Hills, Massachusetts	$6.63K	$0	1	0.01%	Maintained
2511	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$6.21K	$0	1	0%	Maintained
2512	PS PayPay Securities Tokyo, Japan	$6.08K	+$6.8K	2	0.41%	New
2513	FNBOSM First National Bank of South Miami South Miami, Florida	$6K	$0	1	0%	Maintained
2514	DAM Draper Asset Management Smithtown, New York	$5.82K	+$6.88K	1	0.01%	New
2515	HWM HighMark Wealth Management St. Paul, Minnesota	$5.44K	$0	1	0%	Maintained
2516	NFG Nadler Financial Group Deerfield, Illinois	$5.2K	$0	1	0%	Maintained
2517	YAL Your Advocates Ltd Houston, Texas	$5.12K	$0	2	0%	Maintained
2518	FCT First Community Trust Dubuque, Iowa	$5K	+$5.57K	2	0.01%	New
2519	TFA Transamerica Financial Advisors St. Petersburg, Florida	$5K	-$362	3	0%	Reduced
2520	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$4.51K	+$2.5K	2	0%	Increased
2521	BCM Bourgeon Capital Management Darien, Connecticut	$4.09K	-$4.38K	2	0%	Reduced
2522	LSA Lansing Street Advisors Ambler, Pennsylvania	$4.01K	$0	2	0%	Maintained
2523	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$4K	$0	1	0%	Maintained
2524	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$3.98K	$0	1	0%	Maintained
2525	GWSA Global Wealth Strategies & Associates Denver, Colorado	$3.95K	+$4.56K	2	0%	New