← 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
3726	PCFFS Pacific Center for Financial Services San Ramon, California	$72K	+$2.19K	3	0.02%	Increased
3727	DF DecisionPoint Financial Mesa, Arizona	$71.3K	+$2.81K	4	0.02%	Increased
3728	ME McIlrath & Eck Arlington, Washington	$71K	-$65.6K	3	0.01%	Reduced
3729	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$70K	+$34.2K	2	0.05%	Increased
3730	RWM Raffa Wealth Management Washington, District of Columbia	$70K	-$13.6K	3	0.02%	Reduced
3731	HC Hurley Capital New York	$67.8K	-$8.78K	3	0.05%	Reduced
3732	AWM Accredited Wealth Management Louisville, Kentucky	$67.7K	-$21.9K	3	0.06%	Reduced
3733	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$64.5K	+$9.69K	3	0.01%	Increased
3734	TC Trust Company Manhattan, Kansas	$62K	+$11.8K	3	0.01%	Increased
3735	IWP IAG Wealth Partners Waukesha, Wisconsin	$61.6K	$0	3	0.01%	Maintained
3736	CFS CGC Financial Services Lake Oswego, Oregon	$60.7K	$0	2	0.02%	Maintained
3737	PC Promus Capital Chicago, Illinois	$58.9K	$0	2	0.04%	Maintained
3738	AF Abound Financial Granite Bay, California	$58.8K	+$65.6K	3	0.03%	New
3739	CWM Copia Wealth Management Bend, Oregon	$58.4K	+$3.18K	3	0.05%	Increased
3740	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$58K	+$18.7K	3	0.01%	Increased
3741	WCM Westend Capital Management Sausalito, California	$58K	-$23.6M	3	0.02%	Reduced
3742	APW Atlantic Private Wealth Chapel Hill, North Carolina	$57.6K	+$5.61K	2	0.04%	Increased
3743	VWA VSM Wealth Advisory Hunt Valley, Maryland	$57.3K	-$285K	2	0.02%	Reduced
3744	GXJ Global X Japan Chiyoda-Ku, Tokyo, Japan	$56.9K	+$56K	1	0.01%	New
3745	PCC Park Circle Company Baltimore, Maryland	$56.7K	-$17.6K	2	0.05%	Reduced
3746	BGAI Bruce G. Allen Investments Denver, Colorado	$56.6K	-$50.9K	1	0.04%	Reduced
3747	AEPWM Atlantic Edge Private Wealth Management Jacksonville, Florida	$54.8K	+$25.4K	3	0.02%	Increased
3748	SL Salomon & Ludwin Richmond, Virginia	$54K	-$2.73K	2	0.01%	Reduced
3749	CMP Coston McIsaac & Partners Bar Harbor, Maine	$51K	+$1.3K	3	0.01%	Increased
3750	BTC Bank & Trust Company Litchfield, Illinois	$51K	$0	1	0.04%	Maintained