← 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
2901	MAC Mason & Associates (California) Los Angeles, California	$251K	$0	1	0.07%	Maintained
2902	SWG Summit Wealth Group White River Junction, Vermont	$251K	+$2.94K	1	0.08%	Increased
2903	AAMA Advanced Asset Management Advisors Dublin, Ohio	$251K	+$60.2K	1	0.07%	Increased
2904	WPA West Paces Advisors Atlanta, Georgia	$251K	+$22.1K	3	0.07%	Increased
2905	ACM Armbruster Capital Management Pittsford, New York	$250K	+$734	1	0.05%	Increased
2906	BFA Brendel Financial Advisors Hanover, New Hampshire	$250K	-$14.1K	1	0.16%	Reduced
2907	RFA Register Financial Advisors Atlanta, Georgia	$247K	-$122K	3	0.12%	Reduced
2908	CG Clifford Group Wayland, Massachusetts	$246K	$0	1	0.2%	Maintained
2909	WA Wealthstream Advisors New York	$246K	+$46.4K	1	0.09%	Increased
2910	SFP Sweet Financial Partners Fairmont, Minnesota	$245K	-$18.5K	1	0.06%	Reduced
2911	LWM Liberty Wealth Management Oakland, California	$244K	+$2.16M	1	0.04%	Increased
2912	SN Sittner & Nelson Eugene, Oregon	$244K	+$9.08K	4	0.12%	Increased
2913	BAM Brave Asset Management Summit, New Jersey	$243K	+$216K	1	0.06%	New
2914	GAMC Garner Asset Management Corp Plano, Texas	$243K	$0	1	0.11%	Maintained
2915	AA Aire Advisors Beverly Hills, California	$242K	+$13.1K	1	0.06%	Increased
2916	AM Account Management Boxford, Massachusetts	$242K	-$8.03K	1	0.27%	Reduced
2917	VW Veridan Wealth West Linn, Oregon	$242K	+$172K	1	0.1%	New
2918	MPCL My Personal CFO LLC Vancouver, Washington	$241K	+$24.1K	1	0.13%	Increased
2919	MAM McLean Asset Management Tysons, Virginia	$241K	+$10.2K	1	0.08%	Increased
2920	MAM MMA Asset Management Conshohocken, Pennsylvania	$240K	-$5.35K	1	0.11%	Reduced
2921	CWP Curated Wealth Partners El Segundo, California	$240K	+$250K	1	0.03%	New
2922	HWP Heritage Wealth Partners Dublin, Ohio	$240K	+$250K	1	0.35%	New
2923	BFA Benedict Financial Advisors Atlanta, Georgia	$240K	$0	1	0.06%	Maintained
2924	JWBC John W. Brooker & Co Oakland, California	$239K	$0	1	0.12%	Maintained
2925	Accredited Investors Edina, Minnesota	$239K	+$249K	1	0.01%	New