← 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	JTWM Jackson Thornton Wealth Management Montgomery, Alabama	$206K	+$259K	1	0.03%	New
3602	MCA Martin Capital Advisors San Antonio, Texas	$206K	+$214K	1	0.15%	New
3603	QFA Quantum Financial Advisors El Segundo, California	$206K	+$311	1	0.03%	Increased
3604	AWA Aletheian Wealth Advisors Bellevue, Washington	$205K	-$7K	1	0.12%	Reduced
3605	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$205K	$0	1	0.06%	Maintained
3606	EB Exchange Bank Santa Rosa, California	$205K	-$233K	1	0.17%	Reduced
3607	BIA BHK Investment Advisors Birmingham, Alabama	$205K	+$213K	1	0.09%	New
3608	AZ Alpha Zero Boca Raton, Florida	$204K	$0	1	0.16%	Maintained
3609	CAM Clark Asset Management Stratham, New Hampshire	$204K	-$20.5K	1	0.03%	Reduced
3610	SA Scarborough Advisors Annapolis, Maryland	$203K	+$212K	1	0.03%	New
3611	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$203K	+$12.9K	5	0.03%	Increased
3612	HFM Hartford Financial Management Hartford, Connecticut	$203K	$0	3	0.04%	Maintained
3613	CPC Consolidated Planning Corp Atlanta, Georgia	$203K	$0	1	0.03%	Maintained
3614	PSF Pacific Sun Financial Los Angeles, California	$203K	+$622	1	0.12%	Increased
3615	NC North Capital Salt Lake City, Utah	$202K	+$237K	4	0.19%	New
3616	SLT St Louis Trust Saint Louis, Missouri	$202K	+$234K	1	0.03%	New
3617	AC Avory & Company Miami, Florida	$202K	-$7.46K	1	0.13%	Reduced
3618	CWM Challenger Wealth Management Aliso Viejo, California	$202K	-$242K	1	0.16%	Reduced
3619	WFA Wellspring Financial Advisors Cleveland, Ohio	$201K	-$5.29K	1	0.02%	Reduced
3620	TWM Tanager Wealth Management Goring On Thames, United Kingdom	$201K	-$194K	1	0.03%	Reduced
3621	BF Baring Financial Bellingham, Washington	$201K	+$209K	1	0.17%	New
3622	CGH CMG Global Holdings Plano, Texas	$200K	-$65.4K	1	0.13%	Reduced
3623	CWM Cherrydale Wealth Management Hoboken, New Jersey	$200K	-$179K	1	0.08%	Reduced
3624	MLA MB, Levis & Associates Center Valley, Pennsylvania	$200K	$0	4	0.09%	Maintained
3625	HCA Heck Capital Advisors Rhinelander, Wisconsin	$200K	+$60.4K	1	0.02%	Increased