← 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
3126	CJL Cyrus J. Lawrence New York	$62K	+$23.3K	1	0.01%	Increased
3127	IHWM Iron Horse Wealth Management Johston, Iowa	$60.5K	+$62.9K	1	0.02%	New
3128	AA AlphaMark Advisors Ft. Wright, Kentucky	$60K	+$13.2K	3	0.02%	Increased
3129	KFS Keynote Financial Services Vernon, Connecticut	$58.6K	+$68.8K	1	0.05%	New
3130	CFS CGC Financial Services Lake Oswego, Oregon	$57.6K	$0	2	0.03%	Maintained
3131	VF VitalStone Financial Shavano Park, Texas	$57.1K	+$44.4K	2	0.04%	Increased
3132	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$56.7K	-$803	3	0.02%	Reduced
3133	EC EntryPoint Capital New York	$55.5K	-$253K	1	0.03%	Reduced
3134	BIM Breakwater Investment Management Seattle, Washington	$55.5K	$0	3	0.02%	Maintained
3135	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$54.9K	$0	2	0.04%	Maintained
3136	PG Proffitt & Goodson Knoxville, Tennessee	$52K	+$18.5K	3	0.01%	Increased
3137	PIS POM Investment Strategies Raleigh, North Carolina	$51.7K	+$36K	2	0.04%	Increased
3138	MCM MidAtlantic Capital Management Richmond, Virginia	$51.1K	$0	1	0.04%	Maintained
3139	HW Hamilton Wealth Encino, California	$49.4K	+$57.9K	1	0.01%	New
3140	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$47.3K	+$8.29K	2	0.01%	Increased
3141	AW Avion Wealth The Woodlands, Texas	$47K	+$13.6K	5	0.01%	Increased
3142	BTC Bank & Trust Company Litchfield, Illinois	$46.3K	+$48.2K	1	0.04%	New
3143	SA Scarborough Advisors Annapolis, Maryland	$44.3K	-$599	3	0.02%	Reduced
3144	SCP Silverleafe Capital Partners Germantown, Tennessee	$43.5K	+$51K	1	0.01%	New
3145	IWP IAG Wealth Partners Waukesha, Wisconsin	$43K	+$5.35K	2	0.01%	Increased
3146	RTL Red Tortoise LLC Atlanta, Georgia	$42.7K	$0	2	0.02%	Maintained
3147	CB Centennial Bank Conway, Arkansas	$42.7K	-$4.01K	2	0.02%	Reduced
3148	MG MilWealth Group Milwaukee, Wisconsin	$42.4K	$0	1	0.01%	Maintained
3149	VWA Valued Wealth Advisors Holladay, Utah	$41K	+$3.81K	2	0.03%	Increased
3150	1IA 1620 Investment Advisors Plymouth, Massachusetts	$40.9K	+$42.6K	2	0.03%	New