← 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	WDC Woodward Diversified Capital Bakersfield, California	$223K	+$256	1	0.14%	Increased
3052	FNWM Financial Network Wealth Management Draper, Utah	$223K	$0	1	0.08%	Maintained
3053	PCMC Private Capital Management (Colorado) Denver, Colorado	$223K	-$61.7K	1	0.04%	Reduced
3054	ZF Zega Financial Palm Beach Gardens, Florida	$223K	-$1.03M	1	0.03%	Reduced
3055	SFA Source Financial Advisors New York	$222K	+$208K	1	0.07%	New
3056	HPM Hoxton Planning & Management Shepherdstown, West Virginia	$222K	+$208K	1	0.09%	New
3057	OFW Omnia Family Wealth Aventura, Florida	$222K	+$207K	1	0.09%	New
3058	SAM Summit Asset Management Memphis, Tennessee	$221K	+$206K	1	0.04%	New
3059	OCPWS One Charles Private Wealth Services Hingham, Massachusetts	$221K	+$182K	1	0.08%	New
3060	CWMS Cannon Wealth Management Services Winston Salem, North Carolina	$220K	+$206K	1	0.2%	New
3061	MWA Motive Wealth Advisors Birmingham, Michigan	$220K	$0	1	0.13%	Maintained
3062	PCMC Planning Capital Management Corporation Paoli, Pennsylvania	$219K	-$232K	6	0.15%	Reduced
3063	LA LexAurum Advisors Overland Park, Kansas	$218K	-$54.8K	1	0.05%	Reduced
3064	EA Ellsworth Advisors Hudson, Ohio	$218K	-$8.2K	1	0.06%	Reduced
3065	Maven Securities St Helier, Jersey	$217K	-$30.5K	1	0%	Reduced
3066	JLBC J.L. Bainbridge & Co Sarasota, Florida	$217K	$0	1	0.02%	Maintained
3067	MWP Meridian Wealth Partners Exton, Pennsylvania	$217K	-$9.73K	1	0.03%	Reduced
3068	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$217K	+$1.54K	1	0.13%	Increased
3069	ODG O'Dell Group Cincinnati, Ohio	$216K	+$199K	1	0.05%	New
3070	AWC Abundance Wealth Counselors State College, Pennsylvania	$216K	+$198K	1	0.04%	New
3071	MLA MB, Levis & Associates Center Valley, Pennsylvania	$216K	$0	4	0.11%	Maintained
3072	SG Somerset Group Wayzata, Minnesota	$215K	-$103K	1	0.2%	Reduced
3073	CBA Coastal Bridge Advisors Westport, Connecticut	$214K	-$59.9K	1	0.05%	Reduced
3074	OPA Old Port Advisors Portland, Maine	$214K	-$256	1	0.06%	Reduced
3075	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$214K	-$1.5M	2	0.03%	Reduced