← 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
3226	UFF USA Financial Formulas Ada, Michigan	$11.4K	-$1.44M	2	0%	Reduced
3227	PPA Painted Porch Advisors Santa Barbara, California	$11.3K	+$10.1K	2	0.01%	New
3228	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$10.4K	$0	1	0%	Maintained
3229	GWSA Global Wealth Strategies & Associates Denver, Colorado	$10.4K	$0	1	0%	Maintained
3230	GIM Gold Investment Management Edmonton, Alberta, Canada	$7.97K	$0	1	0%	Maintained
3231	GGI Godsey & Gibb Inc Richmond, Virginia	$7.71K	$0	1	0%	Maintained
3232	TLA Tanglewood Legacy Advisors Houston, Texas	$7.6K	$0	1	0%	Maintained
3233	FIA FPC Investment Advisory Petaluma, California	$6.71K	$0	2	0.01%	Maintained
3234	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$6.68K	$0	1	0%	Maintained
3235	SWM Sanctuary Wealth Management Pocatello, Idaho	$6.49K	+$4.81K	2	0%	Increased
3236	FA Financial Avengers Oakland, California	$6.33K	+$5.63K	1	0%	New
3237	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$6.17K	$0	1	0%	Maintained
3238	BG Bollard Group Boston, Massachusetts	$6K	$0	1	0%	Maintained
3239	WOSD WFA of San Diego San Diego, California	$5.64K	+$5.67K	2	0.01%	New
3240	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$5.51K	-$734	1	0%	Reduced
3241	TCM TruNorth Capital Management Kalamazoo, Michigan	$5.4K	-$8.29K	1	0%	Reduced
3242	YAL Your Advocates Ltd Houston, Texas	$5.2K	+$1.13K	2	0%	Increased
3243	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$5K	$0	2	0%	Maintained
3244	LWA Lowe Wealth Advisors Columbia, Maryland	$4.63K	$0	1	0%	Maintained
3245	PCA Providence Capital Advisors Charlotte, North Carolina	$4.46K	+$473	2	0%	Increased
3246	DWA Delos Wealth Advisors Dallas, Texas	$4.13K	$0	2	0%	Maintained
3247	CIAS CBIZ Investment Advisory Services Independence, Ohio	$4.03K	+$3.58K	1	0%	New
3248	LAM Lummis Asset Management Fort Worth, Texas	$3.6K	$0	1	0%	Maintained
3249	CFM Catalyst Funds Management Sydney NSW, Australia	$3.22K	-$911K	1	0%	Reduced
3250	KFP Keener Financial Planning Keller, Texas	$3K	$0	1	0%	Maintained