← 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
2726	PGAM Princeton Global Asset Management Princeton, New Jersey	$375K	-$45K	3	0.09%	Reduced
2727	CPA Capital Planning Advisors Roseville, California	$374K	+$12.4K	1	0.07%	Increased
2728	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$373K	+$25.7K	1	0.18%	Increased
2729	JCFM JBR Co Financial Management Ardmore, Oklahoma	$373K	$0	1	0.3%	Maintained
2730	ST Sabal Trust St. Petersburg, Florida	$372K	-$28.6K	1	0.02%	Reduced
2731	WWMSC Wagner Wealth Management (South Carolina) Greenville, South Carolina	$371K	+$356K	1	0.11%	New
2732	WG Wealth Group Raleigh, North Carolina	$370K	+$354K	1	0.28%	New
2733	BFC Bedel Financial Consulting Indianapolis, Indiana	$370K	+$4.04K	1	0.06%	Increased
2734	VWM Valley Wealth Managers Paramus, New Jersey	$370K	+$367K	1	0.03%	New
2735	AC Avory & Company Miami, Florida	$369K	-$100K	1	0.25%	Reduced
2736	GMA Glassy Mountain Advisors Bethesda, Maryland	$369K	$0	1	0.14%	Maintained
2737	PIMG Patriot Investment Management Group Knoxville, Tennessee	$369K	+$8.78K	1	0.03%	Increased
2738	RFA Resurgent Financial Advisors Atlanta, Georgia	$368K	-$111K	1	0.2%	Reduced
2739	WKSWA White Knight Strategic Wealth Advisors Princeton, New Jersey	$367K	$0	1	0.38%	Maintained
2740	SFS Starfox Financial Services The Woodlands, Texas	$367K	$0	1	0.31%	Maintained
2741	CFO Collective Family Office York, Pennsylvania	$366K	-$13.3K	1	0.12%	Reduced
2742	TCG Transcendent Capital Group Edmond, Oklahoma	$366K	-$424K	3	0.21%	Reduced
2743	HB HTLF Bank Denver, Colorado	$364K	-$14.4K	1	0.04%	Reduced
2744	SG Somerset Group Wayzata, Minnesota	$363K	+$2.88K	1	0.34%	Increased
2745	JF JSF Financial Los Angeles, California	$363K	$0	1	0.11%	Maintained
2746	FFA Florida Financial Advisors Tampa, Florida	$362K	+$91.5K	1	0.27%	Increased
2747	GCA Gradient Capital Advisors San Diego, California	$360K	+$2.02K	1	0.13%	Increased
2748	FOA Five Oceans Advisors Santa Monica, California	$360K	$0	1	0.18%	Maintained
2749	WA Wealthstar Advisors Plano, Texas	$359K	+$21.4K	1	0.13%	Increased
2750	JDR Jay D. Rosenbaum	$356K	-$790K	1	2.02%	Reduced