← 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
4051	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$7.2K	+$6.6K	1	0%	New
4052	FFL Financial Freedom LLC Cincinnati, Ohio	$6.82K	$0	1	0%	Maintained
4053	PCA PMV Capital Advisers Dallas, Texas	$6.49K	+$5.66K	1	0.01%	New
4054	APM a16z Perennial Management Menlo Park, California	$6.17K	-$7.51K	1	0%	Reduced
4055	HIA HFM Investment Advisors Glassboro, New Jersey	$5.49K	+$3.6K	5	0%	Increased
4056	SA SRH Advisors Salina, Kansas	$5.33K	$0	1	0%	Maintained
4057	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$5.18K	$0	1	0%	Maintained
4058	CPA Compass Planning Associates Greenfield, Massachusetts	$5.14K	$0	1	0%	Maintained
4059	YAL Your Advocates Ltd Houston, Texas	$5.14K	$0	1	0%	Maintained
4060	MCA Maryland Capital Advisors Chester, Maryland	$4.91K	+$4.22K	1	0%	New
4061	LAM Lummis Asset Management Fort Worth, Texas	$4.36K	$0	1	0%	Maintained
4062	FC Family CFO Los Altos, California	$3K	+$2.94K	1	0%	New
4063	NWM Navigoe Wealth Management Redondo Beach, California	$3K	$0	1	0%	Maintained
4064	1NWS 1 North Wealth Services Annapolis, Maryland	$2.73K	$0	1	0%	Maintained
4065	HFS Hopwood Financial Services Reston, Virginia	$2.32K	+$1.99K	1	0%	New
4066	FWA Flagship Wealth Advisors Wakefield, Massachusetts	$2.18K	-$1M	1	0%	Reduced
4067	EWA EQ Wealth Advisors Dallas, Texas	$2.06K	$0	1	0%	Maintained
4068	TCM Traub Capital Management Needham, Massachusetts	$2.06K	+$1.89K	1	0%	New
4069	FMTCOCP Farmers & Merchants Trust Co of Chambersburg PA Chambersburg, Pennsylvania	$2K	$0	1	0%	Maintained
4070	IA IFS Advisors Overland Park, Kansas	$1.09K	$0	1	0%	Maintained
4071	RJA Ross\Johnson & Associates Plymouth, Minnesota	$954	-$796	2	0.02%	Reduced
4072	RF Robbins Farley Bedford, New Hampshire	$682	+$586	1	0%	New
4073	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$275	$0	1	0%	Maintained
4074	AF Abound Financial Granite Bay, California	$0	-$58.8K	0	–	Closed
4075	AAG Accordant Advisory Group Annapolis, Maryland	$0	-$2.15K	0	–	Closed