← 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
2551	4A 4Wealth Advisors Burr Ridge, Illinois	$962K	+$500K	2	0.74%	Increased
2552	YWM Yoder Wealth Management Walnut Creek, California	$961K	+$20.3K	2	0.38%	Increased
2553	CFA Churchill Financial Advisors Louisville, Kentucky	$960K	$0	1	0.18%	Maintained
2554	MWM Mosley Wealth Management Anaheim, California	$955K	-$30K	6	0.3%	Reduced
2555	CIA Caerus Investment Advisors West Lake Hills, Texas	$955K	-$1.21M	2	0.32%	Reduced
2556	PCM Pincus Capital Management New York	$949K	$0	1	0.57%	Maintained
2557	CWM Castle Wealth Management West Palm Beach, Florida	$947K	-$240K	1	0.28%	Reduced
2558	VFG V2 Financial group Naperville, Illinois	$945K	-$102K	2	0.35%	Reduced
2559	IAS IMA Advisory Services Denver, Colorado	$944K	-$173K	4	0.06%	Reduced
2560	SIC Samalin Investment Counsel Chappaqua, New York	$944K	+$656K	2	0.3%	Increased
2561	CSB City State Bank Norwalk, Iowa	$941K	+$372K	5	0.22%	Increased
2562	KI KTF Investments Seal Beach, California	$941K	-$424K	1	0.1%	Reduced
2563	TM TigerOak Management Albuquerque, New Mexico	$940K	+$399K	2	0.26%	Increased
2564	DFC DB Fitzpatrick & Co Boise, Idaho	$939K	-$410K	1	0.76%	Reduced
2565	PVM Palogic Value Management Dallas, Texas	$935K	+$713K	2	0.31%	Increased
2566	Ferguson Wellman Capital Management Portland, Oregon	$933K	+$651K	2	0.01%	Increased
2567	MHC May Hill Capital Cohasset, Massachusetts	$933K	+$67K	3	0.19%	Increased
2568	MCM Mengis Capital Management Portland, Oregon	$933K	-$232K	1	0.14%	Reduced
2569	SFG Synergy Financial Group San Ramon, California	$931K	-$548K	2	0.67%	Reduced
2570	OPF Old Peak Finance Chapel Hill, North Carolina	$928K	-$45.8K	1	0.45%	Reduced
2571	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$928K	-$3.96K	1	0.12%	Reduced
2572	MFC Mechanics Financial Corp Mansfield, Ohio	$927K	-$6.01K	3	0.33%	Reduced
2573	PWM Peterson Wealth Management Sparks, Nevada	$924K	+$1.03M	4	0.43%	Increased
2574	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$923K	-$401K	3	0.83%	Reduced
2575	CCAM Cascades Capital Asset Management Greensboro, North Carolina	$918K	+$91.4K	3	0.34%	Increased