← 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
3626	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$223K	+$213K	1	0.1%	New
3627	FYW Future You Wealth New York	$223K	+$213K	1	0.16%	New
3628	RiverFront Investment Group Richmond, Virginia	$223K	+$213K	1	0.01%	New
3629	SWMG Sard Wealth Management Group Atlanta, Georgia	$222K	+$171K	1	0.15%	New
3630	SA Stewardship Advisors Mount Joy, Pennsylvania	$222K	+$212K	1	0.06%	New
3631	HWA HMV Wealth Advisors Shreveport, Louisiana	$221K	+$171K	1	0.22%	New
3632	AWA Aletheian Wealth Advisors Bellevue, Washington	$221K	+$211K	1	0.13%	New
3633	Madison Asset Management Madison, Wisconsin	$221K	+$211K	1	0%	New
3634	Madison Investment Advisors Madison, Wisconsin	$221K	+$211K	1	0%	New
3635	DP Denver PWM Denver, Colorado	$220K	-$4.19K	2	0.09%	Reduced
3636	HW Hamilton Wealth Encino, California	$220K	-$2.36K	1	0.05%	Reduced
3637	EA Echo45 Advisors Walnut Creek, California	$220K	+$211K	1	0.14%	New
3638	NWM Northwest Wealth Management Spencer, Iowa	$219K	+$169K	1	0.05%	New
3639	HB HTLF Bank Denver, Colorado	$219K	-$69.8K	1	0.02%	Reduced
3640	HFM Hartford Financial Management Hartford, Connecticut	$219K	$0	3	0.04%	Maintained
3641	SC Seldon Capital San Francisco, California	$218K	+$209K	1	0.09%	New
3642	JWM Jessup Wealth Management Dayton, Ohio	$218K	+$168K	1	0.09%	New
3643	DAS DMKC Advisory Services Des Moines, Iowa	$218K	+$208K	1	0.2%	New
3644	MCM Monarch Capital Management Fort Wayne, Indiana	$218K	+$207K	1	0.06%	New
3645	MWS MFA Wealth Services Thousand Oaks, California	$217K	+$208K	1	0.17%	New
3646	CCA Cora Capital Advisors Marlton, New Jersey	$217K	+$208K	1	0.1%	New
3647	EE EWG Elevate Roseville, California	$217K	+$167K	1	0.07%	New
3648	SC Schiavi & Co Wilmington, Delaware	$217K	+$207K	1	0.08%	New
3649	KP Kitching Partners Conshohocken, Pennsylvania	$216K	+$206K	1	0.28%	New
3650	RWP Ridgecrest Wealth Partners Mill Valley, California	$216K	+$206K	1	0.12%	New