← 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
3751	CWP Clark Wealth Partners O'fallon, Illinois	$260K	+$186K	3	0.16%	Increased
3752	MHR Matthew Hamilton Rosenberg	$260K	-$6.05K	5	0.06%	Reduced
3753	CA Cannon Advisors Charlotte, North Carolina	$260K	+$15.1K	1	0.17%	Increased
3754	BAWC Boyce & Associates Wealth Consulting Cedar Park, Texas	$260K	+$231K	1	0.21%	New
3755	EB Exchange Bank Santa Rosa, California	$260K	-$144K	1	0.18%	Reduced
3756	MM MQS Management New York	$259K	+$275K	1	0.15%	New
3757	MCM Mengis Capital Management Portland, Oregon	$258K	$0	1	0.05%	Maintained
3758	ABWM Alpine Bank Wealth Management Grand Junction, Colorado	$258K	-$42.3K	2	0.04%	Reduced
3759	C1AG Client 1st Advisory Group Dunedin, Florida	$258K	+$275K	1	0.09%	New
3760	RAS RPS Advisory Solutions Louisville, Kentucky	$258K	+$20.5K	1	0.13%	Increased
3761	WA WESPAC Advisors Orinda, California	$258K	-$44.9K	1	0.15%	Reduced
3762	HCA Heck Capital Advisors Rhinelander, Wisconsin	$258K	+$13.1K	1	0.02%	Increased
3763	BWM Blossom Wealth Management San Ramon, Ca, California	$258K	-$222K	1	0.42%	Reduced
3764	QFA Quantum Financial Advisors El Segundo, California	$257K	+$19.8K	1	0.03%	Increased
3765	FWM Forza Wealth Management Sarasota, Florida	$256K	$0	1	0.1%	Maintained
3766	PWA PCG Wealth Advisors Overland Park, Kansas	$256K	+$228K	1	0.07%	New
3767	OWM Orca Wealth Management New Port Richey, Florida	$256K	+$228K	1	0.19%	New
3768	MWP Meridian Wealth Partners Exton, Pennsylvania	$256K	-$575K	1	0.04%	Reduced
3769	SFPG Stonebridge Financial Planning Group Orlando, Florida	$256K	-$60.3K	1	0.1%	Reduced
3770	ODIJL One Day In July LLC Burlington, Vermont	$256K	+$227K	1	0.02%	New
3771	GWM Graybill Wealth Management Elmhurst, Illinois	$255K	+$227K	1	0.08%	New
3772	PFP Paragon Financial Partners Woodland Hills, California	$255K	+$227K	1	0.16%	New
3773	AOWM Alpha Omega Wealth Management Richmond, Virginia	$254K	-$4.79K	1	0.04%	Reduced
3774	QFPS Quantum Financial Planning Services Spokane, Washington	$253K	$0	1	0.1%	Maintained
3775	KIG Kessler Investment Group Columbus, Indiana	$253K	-$14.4M	1	0.11%	Reduced