← 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
2976	HP Holistic Planning Nacogdoches, Texas	$218K	$0	1	0.17%	Maintained
2977	TA TruWealth Advisors Metairie, Louisiana	$218K	+$15K	1	0.01%	Increased
2978	WFA Wellspring Financial Advisors Cleveland, Ohio	$218K	-$65.3K	1	0.03%	Reduced
2979	AWA Amplius Wealth Advisors Blue Bell, Pennsylvania	$217K	-$6.6K	1	0.02%	Reduced
2980	USB Union Savings Bank Litchfield, Connecticut	$217K	+$9.37K	2	0.11%	Increased
2981	GCP Gill Capital Partners Denver, Colorado	$217K	+$18.2K	1	0.08%	Increased
2982	MAG Mayfair Advisory Group Birmingham, Alabama	$217K	+$174K	1	0.15%	New
2983	WWS Wellington Wealth Strategies Indianapolis, Indiana	$216K	-$414K	1	0.91%	Reduced
2984	QFA Quantum Financial Advisors El Segundo, California	$216K	$0	1	0.04%	Maintained
2985	VIM Vista Investment Management Pittsburgh, Pennsylvania	$215K	+$224K	1	0.09%	New
2986	IWP Insight Wealth Partners Plano, Texas	$215K	+$200K	1	0.04%	New
2987	WE Wealth Effects Boston, Massachusetts	$215K	-$5.35K	1	0.08%	Reduced
2988	BCG Breakwater Capital Group Paramus, New Jersey	$214K	+$12K	1	0.05%	Increased
2989	AWA Archvest Wealth Advisors Concord, California	$214K	$0	1	0.14%	Maintained
2990	MWP Meridian Wealth Partners Exton, Pennsylvania	$213K	+$11K	1	0.04%	Increased
2991	SWM Silverlake Wealth Management Williston, Vermont	$213K	-$52.4K	1	0.09%	Reduced
2992	EA Ellsworth Advisors Hudson, Ohio	$213K	-$3.38M	1	0.06%	Reduced
2993	MWM Marion Wealth Management Monroeville, Pennsylvania	$211K	+$35.9K	1	0.06%	Increased
2994	KL KilterHowling LLC Boulder, Colorado	$211K	$0	1	0.14%	Maintained
2995	RIM Rockbridge Investment Management Syracuse, New York	$210K	-$21.4K	1	0.03%	Reduced
2996	AI Arvest Investments Lowell, Arkansas	$210K	+$32.6K	1	0.03%	Increased
2997	LFG Lockerman Financial Group Newport Beach, California	$210K	+$218K	1	0.38%	New
2998	WDC Woodward Diversified Capital Bakersfield, California	$210K	-$832K	1	0.12%	Reduced
2999	PPP Private Portfolio Partners Paramus, New Jersey	$209K	-$694K	1	0.17%	Reduced
3000	TA Townsend & Associates Westminster, Colorado	$209K	-$27K	1	0.02%	Reduced