← 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
3051	AF Affiance Financial St. Louis Park, Minnesota	$495K	$0	1	0.07%	Maintained
3052	KCIA Kingsbury Capital Investment Advisors Wilmette, Illinois	$495K	-$156K	1	0.42%	Reduced
3053	KWM KMT Wealth Management El Segundo, California	$495K	+$579K	1	0.42%	New
3054	TWA Trellis Wealth Advisors San Luis Obispo, California	$495K	$0	1	0.17%	Maintained
3055	SWM Scissortail Wealth Management Tulsa, Oklahoma	$495K	+$401	2	0.1%	Increased
3056	Potomac Fund Management Miami, Florida	$494K	-$51.1K	1	0.01%	Reduced
3057	PHIC Pine Haven Investment Counsel Fairhaven, Massachusetts	$494K	+$5.28K	1	0.33%	Increased
3058	APFP Action Point Financial Planning Grand Rapids, Michigan	$493K	+$477K	6	0.05%	New
3059	OFG Oxford Financial Group Carmel, Indiana	$493K	-$258K	1	0.03%	Reduced
3060	GA GoalVest Advisory New York	$493K	-$4.58M	3	0.09%	Reduced
3061	NJIM Nabity-Jensen Investment Management Omaha, Nebraska	$493K	-$24.6K	1	0.3%	Reduced
3062	YWM Yukon Wealth Management Overland Park, Kansas	$491K	+$575K	1	0.14%	New
3063	GRR Golden Reserve Retirement Dublin, Ohio	$490K	-$38.5K	1	0.08%	Reduced
3064	SWM Seed Wealth Management Evanston, Illinois	$490K	-$293K	1	0.31%	Reduced
3065	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$490K	-$4.22K	1	0.22%	Reduced
3066	ABWM Alpine Bank Wealth Management Grand Junction, Colorado	$489K	+$353K	3	0.06%	Increased
3067	Barings Charlotte, North Carolina	$488K	-$69.7K	1	0.01%	Reduced
3068	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$488K	-$96.1K	3	0.13%	Reduced
3069	SW SMART Wealth Omaha, Nebraska	$486K	-$130K	1	0.1%	Reduced
3070	LFIA Legacy Financial Independent Advisors Louisville, Kentucky	$484K	+$26.5K	1	0.23%	Increased
3071	ACA Aspire Capital Advisors Seattle, Washington	$483K	-$226K	1	0.09%	Reduced
3072	KV Kickstand Ventures Pittsford, New York	$483K	+$26.7K	2	0.09%	Increased
3073	SFG Sunburst Financial Group Vestavia Hills, Alabama	$482K	+$99.8K	1	0.08%	Increased
3074	BBES Buffalo Business & Estate Services Orchard Park, New York	$482K	-$939K	0	–	Closed
3075	FEM Fulcrum Equity Management Plano, Texas	$482K	+$257K	1	0.35%	Increased