← 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
3951	FWM Foguth Wealth Management Brighton, Michigan	$258K	+$278K	1	0.04%	New
3952	CAM Columbia Asset Management Ann Arbor, Michigan	$258K	-$2.71K	1	0.05%	Reduced
3953	MWA Monograph Wealth Advisors Manhattan Beach, California	$258K	+$18.1K	1	0.03%	Increased
3954	WBG Wharton Business Group Malvern, Pennsylvania	$258K	$0	1	0.01%	Maintained
3955	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$257K	+$20.6K	4	0.13%	Increased
3956	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$257K	+$247K	2	0.02%	New
3957	RCP Rothschild Capital Partners New York	$257K	-$239K	1	0.06%	Reduced
3958	CW Channel Wealth Santa Barbara, California	$256K	-$11K	1	0.06%	Reduced
3959	SIP Snowwater Investment Partners Fairfield, Connecticut	$255K	+$286K	1	0.23%	New
3960	HFM Hartford Financial Management Hartford, Connecticut	$254K	-$15.6K	3	0.07%	Reduced
3961	GGA Granite Group Advisors Stamford, Connecticut	$254K	-$54K	1	0.14%	Reduced
3962	QF QVT Financial New York	$254K	-$465K	1	0.02%	Reduced
3963	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$254K	-$248K	1	0.04%	Reduced
3964	AWC Adamsbrown Wealth Consultants Wichita, Kansas	$252K	-$40.6K	1	0.07%	Reduced
3965	SIC Shoker Investment Counsel Oxford, Ohio	$251K	-$277K	1	0.07%	Reduced
3966	LF LifeSteps Financial Claremont, California	$251K	+$256K	1	0.16%	New
3967	BWG Balanced Wealth Group Westlake, Ohio	$251K	+$497	1	0.09%	Increased
3968	PCP Perbak Capital Partners London, United Kingdom	$250K	-$2.47M	1	0.08%	Reduced
3969	HOWA Hudson Oak Wealth Advisory Hoboken, New Jersey	$250K	+$235K	1	0.22%	New
3970	ACM Armbruster Capital Management Pittsford, New York	$250K	$0	1	0.04%	Maintained
3971	TWM TSA Wealth Management Houston, Texas	$249K	+$254K	1	0.08%	New
3972	RWM RMG Wealth Management Platteville, Wisconsin	$249K	+$2.71K	3	0.03%	Increased
3973	AAMG AMG Asset Management Group Cartersville, Georgia	$249K	+$253K	1	0.8%	New
3974	ODIJL One Day In July LLC Burlington, Vermont	$249K	-$181	1	0.02%	Reduced
3975	PFP Paragon Financial Partners Woodland Hills, California	$249K	$0	1	0.15%	Maintained