← 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
3501	LRWM Lord & Richards Wealth Management Highlands Ranch, Colorado	$244K	+$296K	1	0.28%	New
3502	GWM GK Wealth Management Reno, Nevada	$244K	-$267K	1	0.28%	Reduced
3503	McLean Asset Management Tysons, Virginia	$243K	-$63.4K	1	0.08%	Reduced
3504	BFA Benedict Financial Advisors Atlanta, Georgia	$243K	$0	1	0.06%	Maintained
3505	GCP Gill Capital Partners Denver, Colorado	$243K	-$622	1	0.08%	Reduced
3506	CL CSS LLC Chicago, Illinois	$242K	-$100K	1	0.01%	Reduced
3507	Elk River Wealth Management Denver, Colorado	$241K	$0	1	0.05%	Maintained
3508	HPM Hoxton Planning & Management Shepherdstown, West Virginia	$240K	-$208K	1	0.09%	Reduced
3509	AWM Alterna Wealth Management Houston, Texas	$240K	-$135K	1	0.18%	Reduced
3510	BW Blalock Williams Alexander City, Alabama	$240K	+$33.9K	1	0.27%	Increased
3511	JWBC John W. Brooker & Co Oakland, California	$239K	$0	1	0.1%	Maintained
3512	OGC One68 Global Capital New York	$239K	+$289K	1	0.12%	New
3513	BlueStem Wealth Partners Minnetonka, Minnesota	$238K	+$2.18K	1	0.03%	Increased
3514	Blue Fin Capital Warren, Rhode Island	$237K	+$4.3K	1	0.05%	Increased
3515	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$236K	-$39.5K	1	0.18%	Reduced
3516	Saudi Central Bank Riyadh, Saudi Arabia	$236K	+$268K	3	1.25%	New
3517	WCP Wealthcare Capital Partners West Chester, Pennsylvania	$235K	-$231K	1	0.12%	Reduced
3518	HC Headland Capital Mt. Pleasant, South Carolina	$235K	+$244K	1	0.08%	New
3519	DQRIM Dale Q Rice Investment Management Vancouver, Washington	$234K	-$244K	1	0.12%	Reduced
3520	Financial Security Advisor Virginia Beach, Virginia	$233K	+$2.11K	1	0.06%	Increased
3521	WF Whelan Financial Fresno, California	$233K	-$304K	1	0.09%	Reduced
3522	Acorns Advisers Irvine, California	$233K	+$58.8K	1	0%	Increased
3523	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$232K	-$205K	1	0.13%	Reduced
3524	YWS Yarger Wealth Strategies Westerville, Ohio	$232K	+$242K	1	0.14%	New
3525	Certified Advisory Corp Altamonte Springs, Florida	$231K	+$1.14K	1	0.03%	Increased