← 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	BWG Balanced Wealth Group Westlake, Ohio	$275K	+$802	1	0.12%	Increased
3652	HCA Heck Capital Advisors Rhinelander, Wisconsin	$273K	+$14.2K	1	0.02%	Increased
3653	CAIMH Central Asset Investments & Management Holdings Hong Kong	$273K	+$267K	1	0.19%	New
3654	CQWA Chokshi & Queen Wealth Advisors San Diego, California	$273K	+$267K	1	0.16%	New
3655	AIFS A&I Financial Services Lone Tree, Colorado	$273K	+$235K	1	0.15%	New
3656	AFG Altiora Financial Group Lebanon, Ohio	$273K	+$235K	1	0.05%	New
3657	ACM Argyle Capital Management Center Valley, Pennsylvania	$273K	+$235K	1	0.1%	New
3658	HCM Horrell Capital Management Little Rock, Arkansas	$273K	+$235K	1	0.11%	New
3659	SBF Sara-Bay Financial Sarasota, Florida	$273K	+$235K	1	0.1%	New
3660	SPA Shore Point Advisors Brielle, New Jersey	$273K	+$235K	1	0.13%	New
3661	RWI Red Wave Investments Dillsburg, Pennsylvania	$272K	-$209K	1	0.09%	Reduced
3662	MFWP Mosaic Family Wealth Partners St. Louis, Missouri	$272K	-$5.08K	1	0.03%	Reduced
3663	NFP Narus Financial Partners Salt Lake City, Utah	$272K	+$234K	1	0.08%	New
3664	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$271K	+$25K	1	0.13%	Increased
3665	MFS Madrona Financial Services Everett, Washington	$271K	+$6.68K	1	0.07%	Increased
3666	PD Planning Directions Glen Mills, Pennsylvania	$269K	-$226K	1	0.15%	Reduced
3667	KW Keyvantage Wealth Bethlehem, Pennsylvania	$268K	-$285K	1	0.12%	Reduced
3668	RWM RMG Wealth Management Platteville, Wisconsin	$268K	+$232K	3	0.04%	New
3669	GFG Greenberg Financial Group Tucson, Arizona	$267K	+$155K	1	0.1%	Increased
3670	DO denkapparat Operations Berlin, Germany	$267K	+$251K	1	0.21%	New
3671	MAMG Milestone Asset Management Group Avon, Connecticut	$267K	+$230K	1	0.2%	New
3672	CWMS Cannon Wealth Management Services Winston Salem, North Carolina	$266K	-$78.3K	1	0.22%	Reduced
3673	AWP Abacus Wealth Partners Santa Monica, California	$265K	+$228K	1	0.04%	New
3674	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$265K	+$3.93K	5	0.03%	Increased
3675	PIA Panoramic Investment Advisors Denver, Colorado	$264K	+$227K	1	0.16%	New