← 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
2626	HWP Highline Wealth Partners Sherman Oaks, California	$105K	+$73K	1	0.06%	Increased
2627	CBT CoreFirst Bank & Trust Topeka, Kansas	$101K	$0	1	0.07%	Maintained
2628	NCM Northwest Capital Management Lake Oswego, Oregon	$101K	$0	3	0.04%	Maintained
2629	RG Retirement Group San Diego, California	$100K	-$15.9K	4	0.04%	Reduced
2630	Moisand Fitzgerald Tamayo Orlando, Florida	$99.3K	+$47.9K	3	0.02%	Increased
2631	Sound Income Strategies Ft Lauderdale, Florida	$97.7K	-$2.15K	5	0.01%	Reduced
2632	HFM Hartford Financial Management Hartford, Connecticut	$96.6K	$0	3	0.02%	Maintained
2633	MWM Mascoma Wealth Management Hanover, New Hampshire	$94.7K	$0	1	0.03%	Maintained
2634	TAM Tucker Asset Management Littleton, Colorado	$93.9K	-$4.45K	4	0.03%	Reduced
2635	GA GoalVest Advisory New York	$92.5K	+$6.26K	3	0.05%	Increased
2636	WWP WR Wealth Planners Columbia, Missouri	$92.2K	-$23.4K	4	0.04%	Reduced
2637	AWM Activest Wealth Management Aventure, Florida	$90.8K	-$83.6K	1	0.06%	Reduced
2638	KFS Kelly Financial Services Braintree, Massachusetts	$89.6K	+$5.65K	2	0.04%	Increased
2639	BONH Bank of New Hampshire Laconia, New Hampshire	$88.5K	$0	2	0.03%	Maintained
2640	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$88K	$0	2	0.05%	Maintained
2641	JFS Wealth Advisors Hermitage, Pennsylvania	$86.2K	+$2.4K	5	0.01%	Increased
2642	ACM Antonetti Capital Management Naples, Florida	$84.8K	-$1.59K	2	0.13%	Reduced
2643	RA Rise Advisors Rochester, New York	$82.1K	+$43.4K	4	0.07%	Increased
2644	WAM WFA Asset Management Whitefish Bay, Wisconsin	$81.1K	$0	1	0.05%	Maintained
2645	Atlas Capital Advisors Jackson, Wyoming	$80.1K	$0	1	0.01%	Maintained
2646	BAM Brave Asset Management Summit, New Jersey	$80K	+$79.6K	1	0.02%	New
2647	Buck Wealth Strategies Denver, Colorado	$78.8K	+$55.2K	3	0.03%	Increased
2648	City Holding Co Charleston, West Virginia	$76.9K	$0	2	0.01%	Maintained
2649	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$76.5K	+$1.94K	2	0.03%	Increased
2650	Private Ocean San Rafael, California	$76.1K	-$4.01K	3	0.01%	Reduced