← 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
3651	TWD True Wealth Design Akron, Ohio	$150K	+$42.1K	5	0.06%	Increased
3652	AW Avion Wealth The Woodlands, Texas	$150K	+$772	5	0.04%	Increased
3653	VWM Vermillion Wealth Management Rosemount, Minnesota	$148K	+$50.5K	4	0.04%	Increased
3654	CSC Caldwell Sutter Capital Sausalito, California	$147K	-$80.8K	2	0.07%	Reduced
3655	SO Sierra Ocean Ripon, California	$146K	+$36.9K	3	0.12%	Increased
3656	PWMA Pension & Wealth Management Advisors Waltham, Massachusetts	$146K	-$4.76K	3	0.05%	Reduced
3657	MEAC M.E. Allison & Co San Antonio, Texas	$145K	+$223K	1	0.14%	New
3658	FNWA Financial Network Wealth Advisors Murray, Utah	$144K	+$39.8K	3	0.19%	Increased
3659	NSG Nalls Sherbakoff Group Knoxville, Tennessee	$144K	+$154K	2	0.12%	New
3660	CJL Cyrus J. Lawrence New York	$142K	-$26.5K	1	0.54%	Reduced
3661	Country Trust Bank Bloomington, Illinois	$142K	+$68.5K	3	0%	Increased
3662	MWM Mascoma Wealth Management Hanover, New Hampshire	$141K	$0	2	0.04%	Maintained
3663	OA Operose Advisors Milwaukee, Wisconsin	$139K	+$3.42K	2	0.05%	Increased
3664	ICCON Investment Counsel Company of Nevada Las Vegas, Nevada	$139K	-$622	2	0.32%	Reduced
3665	HWM HighMark Wealth Management St. Paul, Minnesota	$138K	+$92.8K	4	0.08%	Increased
3666	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$136K	+$14.8K	2	0.07%	Increased
3667	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$131K	+$44.9K	4	0.09%	Increased
3668	CCC Chelsea Counsel Company Los Angeles, California	$129K	+$40K	1	0.07%	Increased
3669	FPB First PREMIER Bank Sioux Falls, South Dakota	$127K	+$16.1K	3	0.03%	Increased
3670	AP Aspect Partners Fairfax, Virginia	$125K	-$5.11K	4	0.07%	Reduced
3671	SCM Stonehearth Capital Management Danvers, Massachusetts	$124K	$0	1	0.05%	Maintained
3672	OAJ Ogorek Anthony Joseph Williamsville, New York	$124K	+$44.3K	3	0.04%	Increased
3673	BMC Bear Mountain Capital Seattle, Washington	$124K	+$8.09K	4	0.05%	Increased
3674	FFA Frazier Financial Advisors Columbus, Ohio	$121K	+$10.3K	1	0.09%	Increased
3675	CHC City Holding Co Charleston, West Virginia	$121K	+$27.4K	2	0.02%	Increased