← 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
3101	LIA Lynx Investment Advisory Washington, Dc, District of Columbia	$468K	$0	1	0.15%	Maintained
3102	HNWAG High Net Worth Advisory Group Naples, Florida	$467K	+$503K	2	0.1%	New
3103	CT Clearstead Trust Portland, Maine	$467K	-$105K	4	0.06%	Reduced
3104	WTFG Wood Tarver Financial Group Boise, Idaho	$467K	+$33.7K	1	0.11%	Increased
3105	FWM Fonville Wealth Management Richmond, Virginia	$467K	-$14.5K	1	0.08%	Reduced
3106	MMHP Murphy Middleton Hinkle & Parker Thomasville, Georgia	$466K	-$17.1K	1	0.19%	Reduced
3107	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$464K	-$221K	5	0.02%	Reduced
3108	SIM Synergy Investment Management Altamonte Springs, Florida	$463K	+$370K	4	0.11%	Increased
3109	MA Mezzasalma Advisors Tinton Falls, New Jersey	$462K	-$2.56M	1	0.09%	Reduced
3110	TWPM Total Wealth Planning & Management Ponte Vedra Beach, Florida	$462K	+$240K	2	0.31%	Increased
3111	WSWA Warren Street Wealth Advisors Newport Beach, California	$461K	-$20.7K	1	0.1%	Reduced
3112	LW Livet Wealth Salt Lake City, Utah	$460K	-$19.1K	2	0.27%	Reduced
3113	SIM Stratos Investment Management Beachwood, Ohio	$460K	-$742K	1	0.02%	Reduced
3114	GWM GK Wealth Management Reno, Nevada	$459K	+$516K	1	0.24%	New
3115	WAM Worth Asset Management Dallas, Texas	$459K	+$25.6K	1	0.15%	Increased
3116	CD Chapin Davis Baltimore, Maryland	$457K	-$100K	1	0.08%	Reduced
3117	BC Brio Consultants San Francisco, California	$457K	+$302K	1	0.05%	Increased
3118	HHRDM H&H Retirement Design & Management Las Vegas, Nevada	$456K	+$22.7K	1	0.21%	Increased
3119	MWP Meriwether Wealth & Planning Minden, Louisiana	$455K	-$181K	1	0.23%	Reduced
3120	FWM FFT Wealth Management Philadelphia, Pennsylvania	$455K	+$39K	1	0.07%	Increased
3121	SCM Sterneck Capital Management Kansas City, Missouri	$454K	+$546	1	0.19%	Increased
3122	FC Fjell Capital Fargo, North Dakota	$454K	-$30.2K	1	0.31%	Reduced
3123	NAG Northstar Advisory Group Northfield, New Jersey	$454K	-$402K	1	0.14%	Reduced
3124	GPA Garrison Point Advisors Walnut Creek, California	$453K	+$41.1K	1	0.18%	Increased
3125	JAFL Jay A. Fishman Ltd Troy, Michigan	$453K	$0	1	0.04%	Maintained