← 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
2776	MWA Moser Wealth Advisors Bellevue, Washington	$8K	$0	1	0%	Maintained
2777	SC Schubert & Co Mckinney, Texas	$8K	+$8.88K	4	0.01%	New
2778	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$7K	$0	1	0%	Maintained
2779	RIM Ranger Investment Management Dallas, Texas	$7K	$0	1	0%	Maintained
2780	SSC Syverson Strege & Co West Des Moines, Iowa	$7K	-$1K	1	0.01%	Reduced
2781	BCH Berkshire Capital Holdings San Jose, California	$6K	-$20M	2	0%	Reduced
2782	JMF Johnson Midwest Financial Glidden, Iowa	$6K	+$5.62K	1	0%	Increased
2783	LPWM Lake Point Wealth Management Rockwall, Texas	$6K	$0	2	0%	Maintained
2784	HS Horan Securities Cincinnati, United States	$5K	+$5.69K	3	0%	New
2785	IWP IAG Wealth Partners Waukesha, Wisconsin	$5K	$0	1	0%	Maintained
2786	IFA Interactive Financial Advisors New Lenox, Illinois	$5K	+$5.62K	1	0%	New
2787	LWA Lowe Wealth Advisors Columbia, Maryland	$5K	$0	1	0%	Maintained
2788	MIM Macroview Investment Management Bethesda, Maryland	$5K	-$14.1K	3	0.01%	Reduced
2789	MWA Miller Wealth Advisors Ridgeway, Colorado	$5K	+$5.74K	1	0%	New
2790	Sageworth Trust Lancaster, Pennsylvania	$5K	$0	1	0%	Maintained
2791	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$5K	$0	1	0%	Maintained
2792	PP PFS Partners Mine Hill, New Jersey	$4.31K	+$4.93K	1	0%	New
2793	JIR James Investment Research Alpha, Ohio	$4K	$0	1	0%	Maintained
2794	DI Disciplined Investments Tulsa, Oklahoma	$3K	$0	1	0%	Maintained
2795	FWA FSC Wealth Advisors Fishkill, New York	$3K	+$2.81K	1	0%	New
2796	HWM HighMark Wealth Management St. Paul, Minnesota	$3K	$0	1	0%	Maintained
2797	SFG Steward Financial Group Colleyville, Texas	$3K	+$3.37K	1	0%	New
2798	ACK Andrew C. Karlinski	$2K	+$2.72K	2	0%	New
2799	AWA Aquire Wealth Advisors South Jordan, Utah	$2K	+$1.97K	1	0%	New
2800	DWMG DB Wealth Management Group San Diego, California	$2K	$0	1	0%	Maintained