← 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	MIG McGuire Investment Group Wakefield, Rhode Island	$98K	-$900	1	0.02%	Reduced
2527	SWA Sutton Wealth Advisors Tampa, Florida	$96.5K	-$412K	4	0.05%	Reduced
2528	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$93.8K	$0	1	0.04%	Maintained
2529	HWA HCR Wealth Advisors Los Angeles, California	$93.6K	$0	1	0.02%	Maintained
2530	XS XR Securities Chicago, Illinois	$93.4K	-$1.2M	1	0%	Reduced
2531	HWA HHM Wealth Advisors Chattanooga, Tennessee	$93.4K	+$30.8K	4	0.02%	Increased
2532	AJ Ashburton (Jersey) St Helier, Jersey	$93K	$0	1	0.04%	Maintained
2533	MWM Mascoma Wealth Management Hanover, New Hampshire	$92.6K	$0	1	0.03%	Maintained
2534	AMBIA Allen Mooney & Barnes Investment Advisors Thomasville, Georgia	$92.2K	$0	1	0.02%	Maintained
2535	TF TimeScale Financial Danvers, Massachusetts	$91.4K	-$46.7K	3	0.02%	Reduced
2536	FBFS First Business Financial Services Madison, Wisconsin	$91.4K	$0	1	0.01%	Maintained
2537	DWM Darwin Wealth Management Tampa, Florida	$91.2K	$0	1	0.02%	Maintained
2538	CFA Capstone Financial Advisors Downers Grove, Illinois	$90.8K	-$1.96K	1	0.01%	Reduced
2539	PAM Paradigm Asset Management New York	$89.9K	$0	1	0.02%	Maintained
2540	SIS Sound Income Strategies Ft Lauderdale, Florida	$89.8K	-$9.61K	4	0.01%	Reduced
2541	CD Chapin Davis Baltimore, Maryland	$88K	+$81.5K	1	0.05%	New
2542	RWI Red Wave Investments Dillsburg, Pennsylvania	$87.3K	$0	1	0.04%	Maintained
2543	LFP Leeward Financial Partners Bellevue, Washington	$85.3K	+$79K	1	0.05%	New
2544	ME McIlrath & Eck Arlington, Washington	$85.2K	-$338	2	0.02%	Reduced
2545	HFS Howard Financial Services Dallas, Texas	$85.1K	$0	1	0.02%	Maintained
2546	UW Unique Wealth Clearwater, Florida	$84.5K	$0	1	0.04%	Maintained
2547	TAM Tucker Asset Management Littleton, Colorado	$83.7K	+$19.9K	3	0.03%	Increased
2548	HFM Hartford Financial Management Hartford, Connecticut	$82.3K	+$1.31K	3	0.02%	Increased
2549	RFA Register Financial Advisors Atlanta, Georgia	$82K	-$2.53K	3	0.06%	Reduced
2550	CAL Capital Advisors Ltd Shaker Heights, Ohio	$82K	-$81.9K	5	0.01%	Reduced