← 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	PWMG Pioneer Wealth Management Group Austin, Texas	$242K	+$208K	1	0.15%	New
2777	SCM SOL Capital Management Rockville, Maryland	$241K	+$207K	1	0.03%	New
2778	RWIA Roger Wittlin Investment Advisory San Francisco, California	$240K	$0	1	0.18%	Maintained
2779	LCWP Legacy Capital Wealth Partners Little Rock, Arkansas	$239K	+$206K	1	0.07%	New
2780	FMP Financial Management Professionals Austin, Texas	$239K	+$3.4K	3	0.04%	Increased
2781	CSC Caldwell Sutter Capital Sausalito, California	$239K	-$17.3K	3	0.12%	Reduced
2782	AA Apriem Advisors Irvine, California	$238K	+$205K	1	0.03%	New
2783	PWP Precedent Wealth Partners Houston, Texas	$238K	+$205K	1	0.12%	New
2784	Welch Group Birmingham, Alabama	$238K	+$205K	1	0.01%	New
2785	ACC Acorn Creek Capital Fort Collins, Colorado	$237K	+$204K	1	0.11%	New
2786	TFM TFC Financial Management Boston, Massachusetts	$237K	-$226	3	0.05%	Reduced
2787	SAM Shikiar Asset Management New York	$237K	-$493K	1	0.07%	Reduced
2788	Vest Financial Mclean, Virginia	$237K	+$235K	1	0.01%	New
2789	AWP Avid Wealth Partners San Antonio, Texas	$236K	+$203K	1	0.23%	New
2790	CWM Chesapeake Wealth Management Williamsburg, Virginia	$236K	+$210K	1	0.09%	New
2791	CWA Consilio Wealth Advisors Bellevue, Washington	$236K	+$203K	1	0.12%	New
2792	Accredited Investors Edina, Minnesota	$235K	+$202K	1	0.02%	New
2793	MBI May Barnhard Investments Bethesda, Maryland	$234K	+$201K	1	0.12%	New
2794	BWM Blossom Wealth Management San Ramon, Ca, California	$234K	+$201K	1	0.63%	New
2795	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$234K	+$201K	1	0.15%	New
2796	AA Aire Advisors Beverly Hills, California	$234K	+$201K	1	0.06%	New
2797	TWP Tempus Wealth Planning Irvine, California	$233K	+$201K	1	0.1%	New
2798	Royce & Associates New York	$233K	$0	1	0%	Maintained
2799	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$233K	+$201K	1	0.17%	New
2800	HG Harbor Group Bedford, New Hampshire	$233K	-$41.9K	1	0.07%	Reduced