← 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
3601	VW Veridan Wealth West Linn, Oregon	$232K	+$230K	1	0.11%	New
3602	RYIA Roehl & Yi Investment Advisors Eugene, Oregon	$231K	+$221K	1	0.13%	New
3603	CCM Chiron Capital Management Tallahassee, Florida	$231K	+$220K	1	0.22%	New
3604	HSWM Hubbell Strickland Wealth Management New Orleans, Louisiana	$230K	+$177K	1	0.11%	New
3605	WA WealthTrust Axiom Wayne, Pennsylvania	$230K	+$220K	1	0.07%	New
3606	MIM Martin Investment Management Palm Beach Gardens, Florida	$230K	+$177K	1	0.06%	New
3607	TFF The Family Firm Bethesda, Maryland	$230K	+$219K	1	0.05%	New
3608	CFS Commonwealth Financial Services Vienna, West Virginia	$229K	+$219K	1	0.04%	New
3609	TF Tompkins Financial Ithaca, New York	$229K	$0	2	0.02%	Maintained
3610	WWP Wise Wealth Partners Phoenix, Arizona	$229K	+$176K	1	0.56%	New
3611	TWA Trace Wealth Advisors Los Angeles, California	$228K	+$176K	1	0.2%	New
3612	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$227K	+$175K	1	0.05%	New
3613	Acorns Advisers Irvine, California	$227K	+$217K	1	0%	New
3614	ABLA Alan B. Lancz & Associates Toledo, Ohio	$227K	+$175K	1	0.23%	New
3615	FCM Fairbanks Capital Management Rancho Santa Fe, California	$227K	+$175K	1	0.14%	New
3616	IF IRON Financial Northbrook, Illinois	$227K	+$175K	1	0.13%	New
3617	KCM Kaye Capital Management El Segundo, California	$227K	+$175K	1	0.1%	New
3618	KWA Kellett Wealth Advisors Cincinnati, Ohio	$227K	+$175K	1	0.16%	New
3619	OPWM Oakwell Private Wealth Management Austin, Texas	$227K	+$175K	1	0.06%	New
3620	KFA Kelleher Financial Advisors New York	$226K	+$216K	1	0.09%	New
3621	MSRI Michael S. Ryan Inc Latham, New York	$226K	+$216K	1	0.15%	New
3622	SI Stonekeep Investments Sante Fe, New Mexico	$226K	+$174K	1	0.17%	New
3623	JF Joule Financial Lexington, Kentucky	$225K	-$370K	1	0.08%	Reduced
3624	RNC Capital Management Los Angeles, California	$225K	+$215K	1	0.01%	New
3625	Maven Securities St Helier, Jersey	$224K	-$32.4K	1	0.01%	Reduced