← 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
2526	FCMT Founders Capital Management (Texas) Houston, Texas	$50K	$0	1	0.04%	Maintained
2527	SIS Sound Income Strategies Ft Lauderdale, Florida	$48K	+$988	4	0.01%	Increased
2528	RWM Raffa Wealth Management Washington, District of Columbia	$47.5K	$0	4	0.02%	Maintained
2529	RG Retirement Group San Diego, California	$47K	+$16.3K	3	0.02%	Increased
2530	OLVIG Oliver Lagore Vanvalin Investment Group Flint, Michigan	$46K	-$17.7K	2	0.03%	Reduced
2531	FIA FNY Investment Advisers New York	$45K	-$124K	1	0.03%	Reduced
2532	PCTC Perkins Coie Trust Company Seattle, Washington	$45K	-$4.24K	1	0.02%	Reduced
2533	AA Addison Advisors Middlebury, Vermont	$43K	-$62.2K	2	0.03%	Reduced
2534	TVWM Tower View Wealth Management Shorewood, Wisconsin	$43K	$0	1	0.03%	Maintained
2535	CTC (Chicago Trading Company) Chicago, Illinois	$41.3K	+$26.2K	2	0.03%	Increased
2536	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$40K	+$1.59K	3	0.02%	Increased
2537	CA Centerpoint Advisors Needham, Massachusetts	$40K	-$49.8K	3	0.02%	Reduced
2538	First Pacific Advisors El Segundo, California	$40K	-$370K	1	0%	Reduced
2539	HFS HBC Financial Services Seattle, Washington	$40K	+$30.9K	2	0.03%	Increased
2540	MCA Maryland Capital Advisors Chester, Maryland	$39K	$0	1	0.04%	Maintained
2541	AWM Avondale Wealth Management West Lake Hills, Texas	$38K	$0	1	0.04%	Maintained
2542	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$37K	-$1.24K	1	0.01%	Reduced
2543	NIC Northwest Investment Counselors Lake Oswego, Oregon	$36K	$0	2	0.01%	Maintained
2544	GFPC Global Financial Private Client Sarasota, Florida	$35.2K	+$12.4K	3	0.02%	Increased
2545	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$33.6K	-$7.07K	2	0.02%	Reduced
2546	APC Aspire Private Capital Cornelius, North Carolina	$33K	$0	1	0.01%	Maintained
2547	Cohen & Steers New York	$33K	-$27.4K	1	0%	Reduced
2548	TC Tacita Capital Toronto, Ontario, Canada	$32K	$0	2	0.02%	Maintained
2549	TD Ameritrade Investment Management Omaha, Nebraska	$32K	-$47.7K	1	0%	Reduced
2550	TCM Tradewinds Capital Management Bellingham, Washington	$32K	-$293K	3	0.01%	Reduced