← 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
3351	II Impact Investors San Francisco, California	$325K	-$107K	1	0.24%	Reduced
3352	PFG PAX Financial Group San Antonio, Texas	$324K	+$22.6K	1	0.05%	Increased
3353	SPWG Syntegra Private Wealth Group Chesterfield, Missouri	$324K	-$30.4K	1	0.03%	Reduced
3354	HFO Heritage Family Offices Scottsdale, Arizona	$324K	+$95.6K	1	0.13%	Increased
3355	PEWA Pacific Excel Wealth Advisors Walnut Creek, California	$324K	+$379K	1	0.13%	New
3356	AI Arvest Investments Lowell, Arkansas	$324K	-$600K	1	0.04%	Reduced
3357	CWM Consultiva Wealth Management San Juan, Puerto Rico	$323K	$0	2	0.73%	Maintained
3358	EP EPIQ Partners Minneapolis, Minnesota	$323K	+$83.9K	1	0.14%	Increased
3359	BWFA Baltimore-Washington Financial Advisors Columbia, Maryland	$323K	-$227K	1	0.01%	Reduced
3360	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$323K	-$19.3K	1	0.15%	Reduced
3361	FIG FSA Investment Group Pensacola, Florida	$322K	+$169K	1	0.1%	Increased
3362	AWM Avaii Wealth Management Appleton, Wisconsin	$322K	-$383K	1	0.09%	Reduced
3363	OA Operose Advisors Milwaukee, Wisconsin	$321K	-$11.8K	2	0.06%	Reduced
3364	SMH Sanders Morris Harris Houston, Texas	$321K	-$4.84M	1	0.19%	Reduced
3365	RAG RIA Advisory Group Des Moines, Iowa	$320K	-$1.11M	1	0.07%	Reduced
3366	HA Herold Advisors New York	$320K	+$13.6K	1	0.06%	Increased
3367	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$320K	+$51.4K	2	0.1%	Increased
3368	UCB United Community Bank Greenville, South Carolina	$319K	-$388K	3	0.1%	Reduced
3369	LI LifeWealth Investments Winter Garden, Florida	$319K	+$35.3K	1	0.09%	Increased
3370	TP Tranquility Partners Brentwood, Tennessee	$319K	-$83.3K	1	0.11%	Reduced
3371	EC EdgeRock Capital Denver, Colorado	$318K	+$75.8K	1	0.07%	Increased
3372	WCP Wealthcare Capital Partners West Chester, Pennsylvania	$317K	-$39.7K	1	0.13%	Reduced
3373	LWM Latko Wealth Management Frankfort, Illinois	$316K	$0	1	0.13%	Maintained
3374	WETS Wealth Enhancement Trust Services Sioux Falls, South Dakota	$316K	-$1.01M	5	0.04%	Reduced
3375	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$316K	+$4.09K	1	0.03%	Increased