← 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
2751	MFC Mechanics Financial Corp Mansfield, Ohio	$10.1K	$0	1	0.01%	Maintained
2752	SL Savior LLC Wellesley Hills, Massachusetts	$10.1K	$0	1	0.07%	Maintained
2753	MWA Moser Wealth Advisors Bellevue, Washington	$10.1K	$0	1	0.01%	Maintained
2754	MWA Miller Wealth Advisors Ridgeway, Colorado	$9.84K	+$876	1	0.01%	Increased
2755	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$8.94K	$0	1	0%	Maintained
2756	YAL Your Advocates Ltd Houston, Texas	$8.68K	+$1.08K	2	0.01%	Increased
2757	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$8.52K	$0	1	0%	Maintained
2758	BHWM Beaird Harris Wealth Management Dallas, Texas	$8.46K	$0	2	0%	Maintained
2759	FCT First Community Trust Dubuque, Iowa	$8.29K	$0	2	0.01%	Maintained
2760	AWA Authentikos Wealth Advisory Morgan Hill, California	$8.18K	+$8.61K	3	0.01%	New
2761	HWM HighMark Wealth Management St. Paul, Minnesota	$7.83K	$0	1	0.01%	Maintained
2762	RL Rogco LP Claremore, Oklahoma	$7.1K	+$7.56K	1	0%	New
2763	AA AlphaMark Advisors Ft. Wright, Kentucky	$7K	+$4.67K	3	0%	Increased
2764	GWSA Global Wealth Strategies & Associates Denver, Colorado	$6.54K	$0	1	0%	Maintained
2765	BCM Bourgeon Capital Management Darien, Connecticut	$6.37K	$0	2	0%	Maintained
2766	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$6.15K	-$234K	1	0%	Reduced
2767	RWM Ruedi Wealth Management Champaign, Illinois	$6.08K	+$6.48K	1	0%	New
2768	BCH Berkshire Capital Holdings San Jose, California	$5.92K	-$5.03M	3	0%	Reduced
2769	RIM Ranger Investment Management Dallas, Texas	$5.68K	$0	1	0%	Maintained
2770	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$5.27K	$0	1	0%	Maintained
2771	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$5.27K	$0	1	0%	Maintained
2772	DF DecisionPoint Financial Mesa, Arizona	$5.12K	$0	2	0%	Maintained
2773	GGI Godsey & Gibb Inc Richmond, Virginia	$5.07K	$0	1	0%	Maintained
2774	BG Bollard Group Boston, Massachusetts	$5K	-$24.4K	1	0%	Reduced
2775	EWP Elevation Wealth Partners Santa Rosa, California	$4.81K	$0	1	0%	Maintained