← 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
3701	BRIA Balanced Rock Investment Advisors Roslindale, Massachusetts	$205K	-$32.9K	1	0.13%	Reduced
3702	OPWM Oregon Pacific Wealth Management Medford, Oregon	$205K	-$3.69K	1	0.19%	Reduced
3703	OFW Omnia Family Wealth Aventura, Florida	$205K	-$88.4K	1	0.05%	Reduced
3704	PAW Plan A Wealth Lincoln, Nebraska	$205K	+$40.7K	1	0.09%	Increased
3705	MCM Militia Capital Management Austin, Texas	$205K	+$204K	1	0.01%	New
3706	HBK Investments Dallas, Texas	$204K	-$2.76M	1	0%	Reduced
3707	VF Vawter Financial Columbus, Ohio	$204K	$0	1	0.08%	Maintained
3708	IP Isthmus Partners Madison, Wisconsin	$204K	+$3.34K	1	0.02%	Increased
3709	PWAM Papamarkou Wellner Asset Management New York	$204K	$0	1	0.13%	Maintained
3710	VIPI Vista Investment Partners II Richmond, Indiana	$203K	+$4.91K	1	0.08%	Increased
3711	AFA Amicus Financial Advisors Lubbock, Texas	$203K	+$203K	1	0.05%	New
3712	BC Barrett & Company Providence, Rhode Island	$203K	+$34.2K	5	0.06%	Increased
3713	FFWM Future Financial Wealth Management Cincinnati, Ohio	$202K	+$218K	1	0.13%	New
3714	FFO Fortitude Family Office Scottsdale, Arizona	$202K	-$36.9K	6	0.04%	Reduced
3715	VFO Virtus Family Office El Paso, Texas	$202K	+$226K	1	0.16%	New
3716	NWA New World Advisors Hingham, Massachusetts	$202K	-$92.9K	1	0.03%	Reduced
3717	BWM Brown Wealth Management Naperville, Illinois	$201K	-$45.8K	1	0.04%	Reduced
3718	KWA Kellett Wealth Advisors Cincinnati, Ohio	$200K	+$200K	1	0.09%	New
3719	FAG Fortitude Advisory Group Gig Harbor, Washington	$200K	+$234K	1	0.08%	New
3720	4WM 49 Wealth Management Austin, Texas	$200K	-$606K	1	0.04%	Reduced
3721	A Alongside Austin, Texas	$200K	+$234K	1	0.04%	New
3722	FNWA Financial Network Wealth Advisors Murray, Utah	$198K	+$51.4K	3	0.2%	Increased
3723	FFC First Financial Corp Terre Haute, Indiana	$196K	+$7.43K	2	0.07%	Increased
3724	Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg	$194K	-$9.32M	1	0.01%	Reduced
3725	SC Swan Capital Pensacola, Florida	$193K	-$8.43K	5	0.07%	Reduced