← 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
3326	E Evansbrook Bolingbrook, Illinois	$338K	$0	1	0.2%	Maintained
3327	QF QVT Financial New York	$337K	$0	1	0.02%	Maintained
3328	SWP Summit Wealth Partners Orlando, Florida	$336K	+$40.9K	1	0.05%	Increased
3329	First Command Advisory Services Fort Worth, Texas	$336K	+$80K	3	0%	Increased
3330	HC Headland Capital Mt. Pleasant, South Carolina	$335K	-$70.9K	1	0.08%	Reduced
3331	London & Capital Asset Management London, United Kingdom	$335K	-$672K	1	0%	Reduced
3332	NLA Northern Lights Advisors Seattle, Washington	$334K	+$5.1K	1	0.18%	Increased
3333	CA Centerpoint Advisors Needham, Massachusetts	$333K	+$18.5K	3	0.09%	Increased
3334	BFC Blue Fin Capital Warren, Rhode Island	$332K	$0	1	0.05%	Maintained
3335	TC Tannin Capital Charlotte, North Carolina	$332K	+$45.7K	1	0.22%	Increased
3336	DIP Davis Investment Partners Charlotte, North Carolina	$332K	-$91.8K	1	0.1%	Reduced
3337	FPW Flywheel Private Wealth Los Altos, California	$332K	+$331K	1	0.16%	New
3338	RRA Round Rock Advisors Wilton, Connecticut	$331K	+$1.09K	1	0.04%	Increased
3339	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$331K	-$185K	1	0.03%	Reduced
3340	HFS Hughes Financial Services Herndon, Virginia	$330K	+$23.9K	6	0.04%	Increased
3341	LI LRI Investments Palm Beach Gardens, Florida	$329K	-$1.26M	6	0.03%	Reduced
3342	HSWM Hubbell Strickland Wealth Management New Orleans, Louisiana	$329K	$0	1	0.12%	Maintained
3343	RCS R2 Capital Strategies Lincoln, Nebraska	$329K	+$328K	1	0.15%	New
3344	CWA CM Wealth Advisors Beachwood, Ohio	$328K	-$229K	1	0.06%	Reduced
3345	SA SPWM Advisors Traverse City, Michigan	$328K	-$120K	1	0.3%	Reduced
3346	TA TKG Advisors Valparaiso, Indiana	$328K	+$89.6K	1	0.11%	Increased
3347	FEG Financial Enhancement Group Anderson, Indiana	$327K	+$6.51K	1	0.04%	Increased
3348	LWM LongView Wealth Management Atlanta, Georgia	$326K	-$157K	1	0.08%	Reduced
3349	EWA Emergent Wealth Advisors Williamsville, New York	$326K	+$11.7K	1	0.17%	Increased
3350	AAA Andrews Advisory Associates Honolulu, Hawaii	$325K	-$102K	1	0.16%	Reduced