← 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	EA Emerald Advisors Bellevue, Washington	$55K	$0	1	0.01%	Maintained
3227	AFS Annapolis Financial Services Annapolis, Maryland	$54.5K	-$259K	2	0.02%	Reduced
3228	BTC Bank & Trust Company Litchfield, Illinois	$53.4K	+$3.84K	1	0.04%	Increased
3229	OSNBOA Old Second National Bank of Aurora Aurora, Illinois	$53.2K	$0	2	0.01%	Maintained
3230	VWA Valued Wealth Advisors Holladay, Utah	$53K	+$7.2K	3	0.03%	Increased
3231	HW Hamilton Wealth Encino, California	$52.8K	-$5.71K	1	0.01%	Reduced
3232	LIS Legacy Investment Solutions Meridian, Idaho	$51.9K	+$31.5K	2	0.03%	New
3233	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$51.9K	+$31.5K	2	0.03%	New
3234	SC Stephens Consulting Flint, Michigan	$51.4K	-$29.7K	3	0.01%	Reduced
3235	AJ Ashburton (Jersey) St Helier, Jersey	$51K	$0	1	0.02%	Maintained
3236	DCM Disciplina Capital Management Nashville, Tennessee	$49.9K	+$46.2K	2	0.01%	New
3237	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$49.6K	-$1.41K	2	0.03%	Reduced
3238	1IA 1620 Investment Advisors Plymouth, Massachusetts	$49.1K	+$4.9K	3	0.04%	Increased
3239	MWA Miller Wealth Advisors Ridgeway, Colorado	$48K	-$9.54K	1	0.03%	Reduced
3240	RTL Red Tortoise LLC Atlanta, Georgia	$46.6K	$0	2	0.02%	Maintained
3241	GIM Guild Investment Management Los Angeles, California	$46.6K	$0	1	0.05%	Maintained
3242	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$46.5K	-$48.7K	1	0.03%	Reduced
3243	IWP IAG Wealth Partners Waukesha, Wisconsin	$45.5K	$0	2	0.01%	Maintained
3244	MG MilWealth Group Milwaukee, Wisconsin	$45.2K	$0	1	0.01%	Maintained
3245	PPWM PFG Private Wealth Management Lutz, Florida	$44.7K	$0	1	0.03%	Maintained
3246	GGI Godsey & Gibb Inc Richmond, Virginia	$44.5K	+$33.6K	3	0%	Increased
3247	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$43.4K	$0	2	0.01%	Maintained
3248	WAM WFA Asset Management Whitefish Bay, Wisconsin	$43.4K	$0	1	0.02%	Maintained
3249	AP Aspect Partners Fairfax, Virginia	$42.6K	+$1.24K	3	0.02%	Increased
3250	SGC Slocum, Gordon & Co Newport, Rhode Island	$41.1K	$0	1	0.02%	Maintained