← 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
3201	SA Scarborough Advisors Annapolis, Maryland	$41.6K	+$6.4K	3	0.02%	Increased
3202	PK Pflug Koory Omaha, Nebraska	$41.6K	$0	1	0.02%	Maintained
3203	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$41.5K	$0	2	0.01%	Maintained
3204	AW Avion Wealth The Woodlands, Texas	$40K	+$6.1K	4	0.01%	Increased
3205	VWA Valued Wealth Advisors Holladay, Utah	$39.9K	+$12K	2	0.03%	Increased
3206	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$39K	-$24.9K	2	0.02%	Reduced
3207	AP Aspect Partners Fairfax, Virginia	$38.7K	-$1.84K	3	0.03%	Reduced
3208	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$38.1K	$0	1	0.01%	Maintained
3209	PPWM PFG Private Wealth Management Lutz, Florida	$38.1K	+$37.9K	1	0.02%	New
3210	TC Tacita Capital Toronto, Ontario, Canada	$37K	$0	2	0.03%	Maintained
3211	CCC Chelsea Counsel Company Los Angeles, California	$35.7K	$0	1	0.02%	Maintained
3212	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$34.9K	$0	4	0.02%	Maintained
3213	DF DecisionPoint Financial Mesa, Arizona	$34.7K	+$26.9K	3	0.01%	Increased
3214	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$34.6K	+$3.4K	3	0.01%	Increased
3215	SC Stephens Consulting Flint, Michigan	$33.9K	$0	3	0.01%	Maintained
3216	HF Halpern Financial Ashburn, Virginia	$32.7K	+$9.38K	1	0.01%	Increased
3217	PCC Park Circle Company Baltimore, Maryland	$32.4K	$0	2	0.03%	Maintained
3218	CJL Cyrus J. Lawrence New York	$32K	+$30.5K	1	0.01%	New
3219	PG Proffitt & Goodson Knoxville, Tennessee	$31.9K	+$1.19K	2	0.01%	Increased
3220	AFS Annapolis Financial Services Annapolis, Maryland	$31.5K	$0	2	0.01%	Maintained
3221	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$31.3K	-$18.6K	3	0%	Reduced
3222	PA Pineridge Advisors St. Charles, Missouri	$30.9K	-$40.9K	3	0.01%	Reduced
3223	CAM Chesapeake Asset Management New York	$30.1K	-$29.1K	1	0.03%	Reduced
3224	SL Salomon & Ludwin Richmond, Virginia	$29.4K	+$29.1K	2	0%	New
3225	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$28.4K	-$3.46K	2	0.01%	Reduced