← 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
3476	CW Channel Wealth Santa Barbara, California	$278K	+$126K	1	0.06%	Increased
3477	CSWG Cardinal Strategic Wealth Guidance Louisville, Kentucky	$278K	$0	1	0.06%	Maintained
3478	AGC Aspen Grove Capital Avon, Colorado	$277K	-$218K	1	0.04%	Reduced
3479	PRP Peak Retirement Planning Columbus, Ohio	$277K	-$2.05K	1	0.04%	Reduced
3480	WI Wealth Intelligence Columbus, Georgia	$276K	+$76.1K	1	0.13%	Increased
3481	CPG Cornerstone Planning Group Fairfield, New Jersey	$276K	+$25.6K	4	0.03%	Increased
3482	GA Greenhaven Associates Purchase, New York	$275K	$0	1	0%	Maintained
3483	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$275K	-$257K	1	0.84%	Reduced
3484	EWA Exit Wealth Advisors Atlanta, Georgia	$272K	$0	1	0.12%	Maintained
3485	BAM BOS Asset Management Springfield, Illinois	$271K	$0	1	0.06%	Maintained
3486	CG Clarus Group Houston, Texas	$271K	-$92.5K	1	0.09%	Reduced
3487	SCP Stevens Capital Partners Omaha, Nebraska	$271K	+$317K	1	0.05%	New
3488	MPPHD Maloon Powers Pitre Higgins & Dennehy San Ramon, California	$271K	+$317K	1	0.09%	New
3489	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$271K	-$123K	1	0.16%	Reduced
3490	AWA Aletheian Wealth Advisors Bellevue, Washington	$271K	+$40.8K	1	0.12%	Increased
3491	BCP Berkeley Capital Partners Milton, Georgia	$271K	+$23.7K	1	0.06%	Increased
3492	FUBT First United Bank & Trust Oakland, Maryland	$270K	-$20.8K	3	0.08%	Reduced
3493	SPI Sutton Place Investors Katonah, New York	$270K	+$10.6K	1	0.13%	Increased
3494	GPWA Gaddis Premier Wealth Advisors Durant, Oklahoma	$269K	+$13K	1	0.16%	Increased
3495	GWM Glass Wealth Management San Antonio, Texas	$269K	+$2.05K	1	0.09%	Increased
3496	AAG Asset Advisory Group Kinnelon, New Jersey	$269K	-$26.1K	1	0.12%	Reduced
3497	FL FreeGulliver LLC New Orleans, Louisiana	$269K	-$24.6K	1	0.09%	Reduced
3498	OAS Optivise Advisory Services Franklin, Tennessee	$268K	+$268K	1	0.14%	New
3499	EWA Encompass Wealth Advisors Portland, Oregon	$268K	-$528	1	0.08%	Reduced
3500	BIA Bigelow Investment Advisors Portland, Maine	$267K	+$2.29K	1	0.1%	Increased