← 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
3001	LWM Lodestone Wealth Management Spokane, Washington	$230K	+$213K	1	0.12%	New
3002	LWA Lantern Wealth Advisors Melville, New York	$229K	+$7.58K	1	0.16%	Increased
3003	EB Exchange Bank Santa Rosa, California	$229K	+$219K	1	0.19%	New
3004	CMF Counterpoint Mutual Funds San Diego, California	$228K	+$211K	1	0.06%	New
3005	PSF Pacific Sun Financial Los Angeles, California	$228K	+$219K	1	0.13%	New
3006	TCM Tufton Capital Management Hunt Valley, Maryland	$228K	+$219K	1	0.04%	New
3007	MAC Mason & Associates (California) Los Angeles, California	$228K	+$211K	1	0.06%	New
3008	OPPS Obsidian Personal Planning Solutions Rockville, Maryland	$228K	-$9.52K	1	0.15%	Reduced
3009	KCM Kathmere Capital Management Wayne, Pennsylvania	$227K	+$218K	1	0.03%	New
3010	SLT St Louis Trust Saint Louis, Missouri	$227K	+$217K	1	0.04%	New
3011	TWP Triad Wealth Partners Lawrence, Kansas	$227K	+$217K	1	0.17%	New
3012	SFA Souders Financial Advisors Cincinnati, Ohio	$226K	+$217K	1	0.04%	New
3013	AAMA Advanced Asset Management Advisors Dublin, Ohio	$226K	+$216K	1	0.06%	New
3014	OPA Old Port Advisors Portland, Maine	$226K	+$216K	1	0.07%	New
3015	ML McAdam LLC Philadelphia, Pennsylvania	$225K	+$216K	1	0.01%	New
3016	MAG M3 Advisory Group Needham Heights, Massachusetts	$225K	+$215K	1	0.2%	New
3017	RFG RFP Financial Group Atlanta, Georgia	$224K	+$37.9K	5	0.09%	Increased
3018	AT American Trust Lexington, Kentucky	$223K	-$77K	1	0.02%	Reduced
3019	PI Pachira Investments Dana Point, California	$223K	+$214K	1	0.18%	New
3020	CWM CCG Wealth Management San Diego, California	$220K	+$211K	1	0.13%	New
3021	HPM Hoxton Planning & Management Shepherdstown, West Virginia	$220K	+$211K	1	0.11%	New
3022	SAM Summit Asset Management Memphis, Tennessee	$220K	+$210K	1	0.05%	New
3023	SIG Spinnaker Investment Group Newport Beach, California	$219K	$0	1	0.06%	Maintained
3024	HP Holistic Planning Nacogdoches, Texas	$218K	+$209K	1	0.17%	New
3025	PTCG Pring Turner Capital Group Alamo, California	$217K	+$208K	1	0.16%	New