← 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
3976	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$45K	+$23.7K	2	0.02%	Increased
3977	MG MilWealth Group Milwaukee, Wisconsin	$45K	$0	1	0.01%	Maintained
3978	PPA Painted Porch Advisors Santa Barbara, California	$44.9K	-$6.08K	4	0.02%	Reduced
3979	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$44.5K	+$12.1K	2	0.01%	Increased
3980	LC Luminist Capital Grand Rapids, Michigan	$43.8K	+$4.01K	2	0.04%	Increased
3981	LFA LGT Financial Advisors Dallas, Texas	$43.3K	-$53.6K	2	0.11%	Reduced
3982	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$43.1K	+$9.97K	3	0.04%	Increased
3983	DWA Delos Wealth Advisors Dallas, Texas	$42.3K	+$38K	2	0.03%	New
3984	NECFA New England Capital Financial Advisors Meriden, Connecticut	$42K	-$5.86K	3	0.02%	Reduced
3985	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$41.7K	$0	2	0.02%	Maintained
3986	BFS Bare Financial Services Gap, Pennsylvania	$41.1K	+$28.7K	4	0.01%	Increased
3987	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$40.9K	+$35.2K	2	0%	New
3988	CI CAZ Investments Houston, Texas	$40.9K	$0	1	0.23%	Maintained
3989	SGC Slocum, Gordon & Co Newport, Rhode Island	$40.9K	+$35.2K	1	0.03%	New
3990	TLA Tanglewood Legacy Advisors Houston, Texas	$40.9K	$0	1	0.02%	Maintained
3991	WAM WFA Asset Management Whitefish Bay, Wisconsin	$40.7K	-$64.7K	1	0.02%	Reduced
3992	MAS MPWM Advisory Solutions Alpharetta, Georgia	$40.3K	-$14.3K	3	0.03%	Reduced
3993	PP Pacifica Partners Surrey, Canada	$39.4K	$0	1	0.02%	Maintained
3994	PP PFS Partners Mine Hill, New Jersey	$38.8K	$0	3	0.02%	Maintained
3995	GCGDR Geo Capital Gestora de Recursos S?o Paulo, Brazil	$38K	-$1.41M	1	0.06%	Reduced
3996	PK Pflug Koory Omaha, Nebraska	$37.6K	$0	1	0.02%	Maintained
3997	PCM PenderFund Capital Management Vancouver, British Columbia, Canada	$35.7K	+$18.7K	1	0.01%	Increased
3998	JFG JDM Financial Group Austin, Texas	$35.2K	+$1.1K	1	0.02%	Increased
3999	CAM Chesapeake Asset Management New York	$34.6K	-$8.21K	2	0.03%	Reduced
4000	1IA 1620 Investment Advisors Plymouth, Massachusetts	$34.4K	-$384	3	0.02%	Reduced