← 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	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$369K	+$353K	1	0.12%	New
3327	Financial Synergies Wealth Advisors Houston, Texas	$369K	+$284K	1	0.05%	New
3328	MWM Meritas Wealth Management Larkspur, California	$368K	+$284K	1	0.22%	New
3329	Financial Partners Group (Kansas) Overland Park, Kansas	$368K	-$101K	1	0.05%	Reduced
3330	Bramshill Investments Naples, Florida	$368K	-$223K	1	0.06%	Reduced
3331	Mengis Capital Management Portland, Oregon	$364K	$0	1	0.07%	Maintained
3332	Clarkston Capital Partners Rochester, Michigan	$364K	+$280K	1	0.01%	New
3333	BWG Balanced Wealth Group Westlake, Ohio	$363K	+$957	1	0.16%	Increased
3334	FWM Forza Wealth Management Sarasota, Florida	$362K	+$30K	1	0.16%	Increased
3335	HA Helium Advisors Everett, Washington	$362K	+$345K	1	0.29%	New
3336	LF Lantz Financial Naperville, Illinois	$362K	-$43.6K	1	0.1%	Reduced
3337	LAM Lifestyle Asset Management Friendswood, Texas	$361K	-$1.28K	1	0.2%	Reduced
3338	Regal Partners Sydney, NSW, Australia	$360K	+$344K	1	0.04%	New
3339	SL Stevard LLC Chicago, Illinois	$360K	+$278K	1	1.35%	New
3340	WRM Weybosset Research & Management Province, Rhode Island	$359K	$0	1	0.12%	Maintained
3341	MMM Mendel Money Management Northbrook, Illinois	$359K	$0	1	0.16%	Maintained
3342	MWM Marion Wealth Management Monroeville, Pennsylvania	$358K	+$52.7K	1	0.09%	Increased
3343	CHA Cooper/Haims Advisors Victor, New York	$357K	$0	1	0.2%	Maintained
3344	LexAurum Advisors Overland Park, Kansas	$357K	+$86.2K	1	0.07%	Increased
3345	SCG Sonata Capital Group Seattle, Washington	$357K	$0	1	0.15%	Maintained
3346	DIM DLK Investment Management Solana Beach, California	$356K	+$20.1K	1	0.15%	Increased
3347	EW Evexia Wealth Stevens Point, Wisconsin	$356K	+$358K	1	0.12%	New
3348	CFO Collective Family Office York, Pennsylvania	$354K	-$6.06K	1	0.1%	Reduced
3349	RI Rinkey Investments San Diego, California	$354K	-$159K	1	0.11%	Reduced
3350	Sentinus LLC Oak Brook, Illinois	$353K	+$22.7K	1	0.1%	Increased