← 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
3551	TTA Thor Trading Advisors Greensburg, Pennsylvania	$254K	+$297K	1	0.08%	New
3552	EIA Edgemoor Investment Advisors Bethesda, Maryland	$254K	+$297K	1	0.02%	New
3553	HFM Hartford Financial Management Hartford, Connecticut	$251K	+$24.6K	3	0.06%	Increased
3554	AGP Autumn Glory Partners Dallas, Texas	$251K	-$271K	1	0.07%	Reduced
3555	BOS Bank of Stockton Stockton, California	$250K	-$352	1	0.07%	Reduced
3556	TWM Topsail Wealth Management Charlotte, North Carolina	$250K	-$218K	1	0.03%	Reduced
3557	LPP Life Planning Partners Jacksonville, Florida	$250K	+$13K	1	0.19%	Increased
3558	SCG Sonata Capital Group Seattle, Washington	$250K	-$156K	1	0.08%	Reduced
3559	AP Arlington Partners Birmingham, Alabama	$249K	+$55.4K	1	0.45%	Increased
3560	DWG Darden Wealth Group Ann Arbor, Michigan	$248K	-$410K	1	0.1%	Reduced
3561	DFA DHJJ Financial Advisors Naperville, Illinois	$248K	+$955	3	0.07%	Increased
3562	TCM Traub Capital Management Needham, Massachusetts	$248K	+$278K	1	0.22%	New
3563	FWM Forza Wealth Management Sarasota, Florida	$248K	+$87.9K	1	0.08%	Increased
3564	OCM Objective Capital Management Pepper Pike, Ohio	$248K	-$40.9K	1	0.22%	Reduced
3565	CPA Cathy Pareto & Associates Coral Gables, Florida	$247K	$0	1	0.14%	Maintained
3566	BIM Breakwater Investment Management Seattle, Washington	$246K	-$3.47K	3	0.08%	Reduced
3567	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$245K	-$215K	1	0.09%	Reduced
3568	CA Commerce Advisors Memphis, Tennessee	$245K	-$6.14K	1	0.13%	Reduced
3569	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$245K	+$14.3K	2	0.03%	Increased
3570	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$244K	-$216K	1	0.02%	Reduced
3571	NFG Nadler Financial Group Deerfield, Illinois	$244K	-$9.96K	1	0.02%	Reduced
3572	PA ProCore Advisors Newport Beach, California	$243K	+$45.8K	1	0.3%	Increased
3573	ATC Adirondack Trust Company Saratoga Springs, New York	$243K	+$7.59K	2	0.07%	Increased
3574	RPGNY Retirement Planning Group (New York) Malta, New York	$242K	-$6K	1	0.13%	Reduced
3575	EHWM Eads & Heald Wealth Management Atlanta, Georgia	$242K	-$30.8K	1	0.12%	Reduced