← 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
3676	OHWA Oak Hill Wealth Advisors Lansdowne, Virginia	$263K	$0	1	0.05%	Maintained
3677	KOMWMG Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin	$262K	+$226K	1	0.21%	New
3678	CA Cannon Advisors Charlotte, North Carolina	$262K	+$256K	1	0.21%	New
3679	TIA Trust Investment Advisors Indianapolis, Indiana	$259K	+$223K	1	0.16%	New
3680	Stonehage Fleming Financial Services St. Helier, Jersey	$259K	+$98.2K	1	0.01%	Increased
3681	OC Opinicus Capital Tampa, Florida	$259K	+$254K	1	0.2%	New
3682	BFS Burkett Financial Services Rock Hill, South Carolina	$258K	+$2.03K	3	0.09%	Increased
3683	F8IS Figure 8 Investment Strategies Boise, Idaho	$258K	-$1.6K	1	0.25%	Reduced
3684	GAMC Garner Asset Management Corp Plano, Texas	$257K	$0	1	0.12%	Maintained
3685	RS Retirement Solution Redmond, Washington	$256K	-$19.2K	1	0.07%	Reduced
3686	HFM Hartford Financial Management Hartford, Connecticut	$256K	-$20.6K	3	0.07%	Reduced
3687	SPP Single Point Partners Boston, Massachusetts	$256K	+$220K	1	0.06%	New
3688	YIM Yoffe Investment Management Lemoyne, Pennsylvania	$255K	+$267	1	0.35%	Increased
3689	Balentine LLC Atlanta, Georgia	$255K	+$250K	1	0.01%	New
3690	BAM Berkshire Asset Management Wilkes Barre, Pennsylvania	$255K	+$219K	1	0.01%	New
3691	LGG Luts & Greenleigh Group Bethesda, Maryland	$255K	+$234K	1	0.24%	New
3692	SFS Summit Financial Strategies Columbus, Ohio	$255K	+$219K	1	0.02%	New
3693	AWP Astra Wealth Partners Jersey City, New Jersey	$255K	+$219K	1	0.2%	New
3694	FAM Flaharty Asset Management Clearwater, Florida	$254K	+$6.18K	1	0.03%	Increased
3695	RWA Resolute Wealth Advisor Findlay, Ohio	$254K	+$204K	1	0.14%	New
3696	MBI May Barnhard Investments Bethesda, Maryland	$253K	$0	1	0.12%	Maintained
3697	COFSG Carbahal Olsen Financial Services Group Davis, California	$252K	$0	1	0.22%	Maintained
3698	RFA Reyes Financial Architecture San Diego, California	$251K	-$99.1K	2	0.22%	Reduced
3699	GWM Gitterman Wealth Management Edison, New Jersey	$251K	+$231K	3	0.06%	New
3700	TCOO Trust Company of Oklahoma Tulsa, Oklahoma	$251K	+$246K	1	0.08%	New