← 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
4001	JBI John Boyer Inc Tampa, Florida	$241K	$0	1	0.25%	Maintained
4002	HW Hamilton Wealth Encino, California	$241K	+$226K	1	0.05%	New
4003	TCM TruNorth Capital Management Kalamazoo, Michigan	$241K	+$228K	1	0.05%	Increased
4004	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$241K	+$27.7K	1	0.05%	Increased
4005	NFA Northwest Financial Advisors Herndon, Virginia	$241K	+$246K	1	0.5%	New
4006	RAS RPS Advisory Solutions Louisville, Kentucky	$241K	-$10.3K	1	0.11%	Reduced
4007	SIA SeaBridge Investment Advisors Summit, New Jersey	$241K	+$24.4K	1	0.04%	Increased
4008	LW Libra Wealth Los Gatos, California	$241K	-$64.4K	1	0.07%	Reduced
4009	FLFS Family Legacy Financial Solutions Cary, North Carolina	$240K	-$163K	1	0.19%	Reduced
4010	BSG Black Swift Group Boulder, Colorado	$240K	+$18.1K	1	0.04%	Increased
4011	FWM FMB Wealth Management Westlake Village, California	$239K	-$25.2K	1	0.09%	Reduced
4012	BFS Burkett Financial Services Rock Hill, South Carolina	$239K	-$9.94K	2	0.08%	Reduced
4013	IW Instrumental Wealth Tampa, Florida	$239K	+$60.1K	1	0.14%	Increased
4014	MHR Matthew Hamilton Rosenberg	$238K	-$14.8K	5	0.05%	Reduced
4015	W Wealthquest Cincinnati, Ohio	$238K	+$224K	1	0.02%	New
4016	BAM Burkett Asset Management Victoria,	$238K	+$267K	1	0.24%	New
4017	VI VanderPol Investments Caledonia, Michigan	$238K	-$13.9K	1	0.41%	Reduced
4018	TMWM Taylor & Morgan Wealth Management Flint, Michigan	$238K	+$242K	1	0.13%	New
4019	VCM Vines Capital Management Monroe, Louisiana	$238K	+$242K	1	0.23%	New
4020	GEM Global Endowment Management Charlotte, North Carolina	$238K	-$150K	1	0.03%	Reduced
4021	SCM Seascape Capital Management Portsmouth, New Hampshire	$238K	+$181	1	0.07%	Increased
4022	ERWM Elk River Wealth Management Denver, Colorado	$238K	$0	1	0.04%	Maintained
4023	SN Sittner & Nelson Eugene, Oregon	$237K	-$22K	4	0.08%	Reduced
4024	VFP Vilga Financial Planning Fair Lawn, New Jersey	$236K	+$241K	1	0.23%	New
4025	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$236K	+$9.23K	1	0.08%	Increased