← 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
3451	MWA MN Wealth Advisors Overland Park, Kansas	$296K	-$106K	1	0.17%	Reduced
3452	RF Rossby Financial Melbourne, Florida	$295K	+$282K	1	0.18%	New
3453	FW FullCircle Wealth Dallas, Texas	$295K	-$249K	1	0.12%	Reduced
3454	AAS Asset Allocation Strategies Farmington, Michigan	$295K	+$146K	1	0.07%	New
3455	CIS Continental Investors Services Longview, Washington	$295K	+$227K	1	0.58%	New
3456	SPAS Spectrum Planning & Advisory Services San Diego, California	$294K	+$226K	1	0.26%	New
3457	BWP BlueStem Wealth Partners Minnetonka, Minnesota	$294K	+$281K	1	0.04%	New
3458	JAG Journey Advisory Group Covington, Kentucky	$293K	$0	1	0.04%	Maintained
3459	DWM Darwin Wealth Management Tampa, Florida	$292K	-$128K	3	0.1%	Reduced
3460	HWM Hobbs Wealth Management Zionsville, Indiana	$291K	+$278K	1	0.33%	New
3461	USB Union Savings Bank Litchfield, Connecticut	$290K	$0	2	0.14%	Maintained
3462	OPA Old Port Advisors Portland, Maine	$290K	+$27.1K	1	0.08%	Increased
3463	CFSG Clark Financial Services Group Chesterfield, Missouri	$290K	-$2.55K	1	0.22%	Reduced
3464	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$290K	-$4.15K	1	0.15%	Reduced
3465	ST Somerset Trust Somerset, Pennsylvania	$290K	+$276K	1	0.11%	New
3466	Heritage Wealth Advisors Richmond, Virginia	$289K	-$73.1K	3	0.01%	Reduced
3467	AM Account Management Boxford, Massachusetts	$289K	$0	1	0.34%	Maintained
3468	PWM Puff Wealth Management Haddonfield, New Jersey	$289K	+$276K	1	0.5%	New
3469	DC Diametric Capital Boston, Massachusetts	$288K	+$30.3K	1	0.19%	Increased
3470	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$287K	+$160K	2	0.56%	Increased
3471	LGG Luts & Greenleigh Group Bethesda, Maryland	$285K	-$15.2K	1	0.28%	Reduced
3472	BCG Breakwater Capital Group Paramus, New Jersey	$285K	$0	1	0.06%	Maintained
3473	GWM Gray Wealth Management Bangor, Maine	$283K	+$2.23K	1	0.11%	Increased
3474	CM Cercano Management Bellevue, Washington	$282K	+$269K	1	0.01%	New
3475	WPW Warther Private Wealth Akron, Ohio	$282K	-$23.6K	1	0.09%	Reduced