← 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
3301	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$17K	$0	1	0.01%	Maintained
3302	PPA Painted Porch Advisors Santa Barbara, California	$16.5K	$0	2	0.01%	Maintained
3303	DWM Dogwood Wealth Management Lenexa, Kansas	$16.2K	$0	1	0.01%	Maintained
3304	MWA Moser Wealth Advisors Bellevue, Washington	$16.1K	$0	1	0.01%	Maintained
3305	PP PFS Partners Mine Hill, New Jersey	$15.9K	$0	1	0.01%	Maintained
3306	DI DAGCO Inc Westlake, Ohio	$15.3K	-$640K	2	0.01%	Reduced
3307	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$15.1K	+$7.43K	1	0.01%	Increased
3308	PP PrairieView Partners St. Paul, Minnesota	$15K	-$276	2	0%	Reduced
3309	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$14.3K	$0	1	0%	Maintained
3310	CA Claris Advisors St. Louis, Missouri	$14.1K	+$12.3K	5	0.01%	New
3311	RF Robinswood Financial Kirkland, Washington	$14.1K	$0	2	0.01%	Maintained
3312	HFS HBC Financial Services Seattle, Washington	$14K	+$11K	3	0.01%	Increased
3313	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$14K	$0	1	0.01%	Maintained
3314	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$13.9K	-$43.2K	2	0.01%	Reduced
3315	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$13.7K	$0	1	0%	Maintained
3316	ACM Anfield Capital Management Irvine, California	$13.7K	-$5.05K	2	0.01%	Reduced
3317	MFC Mechanics Financial Corp Mansfield, Ohio	$13.7K	$0	1	0.01%	Maintained
3318	EA Evolution Advisers Richmond, Virginia	$13K	$0	1	0.01%	Maintained
3319	SL Salomon & Ludwin Richmond, Virginia	$11.7K	-$3.08K	1	0%	Reduced
3320	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$11.5K	$0	1	0%	Maintained
3321	UCI Uncommon Cents Investing Janesville, Wisconsin	$11.5K	+$10.8K	1	0%	New
3322	PS PayPay Securities Tokyo, Japan	$11.4K	-$2.41K	3	1.01%	Reduced
3323	TLA Tanglewood Legacy Advisors Houston, Texas	$11.2K	$0	1	0.01%	Maintained
3324	TCM TruNorth Capital Management Kalamazoo, Michigan	$11.1K	+$4.93K	2	0%	Increased
3325	CIAS CBIZ Investment Advisory Services Independence, Ohio	$9.89K	+$3.69K	3	0%	Increased