← 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
3576	PWMG Pioneer Wealth Management Group Austin, Texas	$242K	+$703	1	0.06%	Increased
3577	DI DDFG Inc Thousand Oaks, California	$241K	-$5.87K	1	0.05%	Reduced
3578	SF Succession Financial Mckinney, Texas	$241K	+$282K	1	0.23%	New
3579	SI Stirlingshire Investments New York	$241K	+$25K	1	0.18%	Increased
3580	MAA Matrix Asset Advisors White Plains, New York	$241K	-$34.1K	1	0.02%	Reduced
3581	AWM Ameliora Wealth Management Zurich, Switzerland	$241K	+$124K	3	0.07%	Increased
3582	FCM Fieldview Capital Management Niles, Michigan	$240K	-$739K	1	0.07%	Reduced
3583	SFC Strategic Financial Concepts San Antonio, Texas	$240K	-$187K	1	0.07%	Reduced
3584	CGH CMG Global Holdings Plano, Texas	$240K	-$2.73K	1	0.1%	Reduced
3585	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$240K	-$4.95K	1	0.08%	Reduced
3586	TF Tudor Financial Dayton, Ohio	$239K	$0	1	0.11%	Maintained
3587	GRA Golden Road Advisors Tampa, Florida	$239K	-$4.37K	1	0.12%	Reduced
3588	RS Retirement Solution Redmond, Washington	$239K	+$279K	1	0.05%	New
3589	BAM Byrne Asset Management Kingston, New Jersey	$239K	+$38K	3	0.13%	Increased
3590	SRC Sage Rhino Capital Menlo Park, California	$239K	-$569K	1	0.04%	Reduced
3591	AWA Adapt Wealth Advisors Atlanta, Georgia	$238K	-$41.9K	1	0.08%	Reduced
3592	BA Ballew Advisors Jackson, Mississippi	$237K	+$250K	1	0.12%	New
3593	BF Brogan Financial Knoxville, Tennessee	$237K	+$237K	1	0.1%	New
3594	GW Graetz Wealth Jenison, Michigan	$237K	+$32.2K	1	0.19%	Increased
3595	VC Veery Capital Wilmington, Delaware	$237K	+$2.64K	1	0.06%	Increased
3596	EPW Endeavor Private Wealth Topeka, Kansas	$236K	+$16.1K	1	0.06%	Increased
3597	IF IRON Financial Northbrook, Illinois	$235K	-$16.5K	1	0.1%	Reduced
3598	AA Aire Advisors Beverly Hills, California	$235K	-$115K	1	0.04%	Reduced
3599	MFA Morling Financial Advisors Fremont, California	$235K	-$211K	1	0.07%	Reduced
3600	SCI Stableford Capital II Scottsdale, Arizona	$235K	+$275K	1	0.08%	New