← 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	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$51.4K	+$1.22K	3	0.01%	Increased
4052	TCM Tradewinds Capital Management Bellingham, Washington	$48.5K	-$24.5K	3	0.01%	Reduced
4053	MFP Meramec Financial Planners Saint Louis, Missouri	$47.3K	-$4.22K	3	0.02%	Reduced
4054	JFG JDM Financial Group Austin, Texas	$47K	$0	1	0.02%	Maintained
4055	VWA Valued Wealth Advisors Holladay, Utah	$45.9K	+$13.1K	3	0.02%	Increased
4056	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$44.6K	$0	2	0.02%	Maintained
4057	FF Friedenthal Financial Marlton, New Jersey	$44.5K	-$795K	1	0.02%	Reduced
4058	AF Align Financial Hermantown, Minnesota	$44.4K	-$5.64M	3	0.03%	Reduced
4059	CI CAZ Investments Houston, Texas	$43.9K	$0	1	0.05%	Maintained
4060	CFS CGC Financial Services Lake Oswego, Oregon	$43.1K	$0	2	0.01%	Maintained
4061	GWSA Global Wealth Strategies & Associates Denver, Colorado	$42.8K	+$6.46K	3	0.01%	Increased
4062	MASECO Private Wealth London,	$42.1K	+$24.1K	2	0%	Increased
4063	RP Raelipskie Partnership Waterloo, Ontario, Canada	$42.1K	-$1.08M	3	0.02%	Reduced
4064	BG Bollard Group Boston, Massachusetts	$42K	-$16.2K	2	0%	Reduced
4065	UIA Ulland Investment Advisors Minneapolis, Minnesota	$42K	-$20K	1	0.04%	Reduced
4066	EAM Eukles Asset Management Cincinnati, Ohio	$42K	+$1.53K	2	0.02%	Increased
4067	PCFFS Pacific Center for Financial Services San Ramon, California	$41.4K	-$3.59K	3	0.01%	Reduced
4068	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$41.1K	+$7.64K	2	0.01%	Increased
4069	HCA Harbour Capital Advisors Tysons Corner, Virginia	$40.4K	-$9.01M	1	0.01%	Reduced
4070	WSA Wealth Science Advisors Alpharetta, Georgia	$39.7K	+$31.1K	1	0.02%	New
4071	GK Graney & King Latham, New York	$39.3K	$0	2	0.02%	Maintained
4072	SRCM Signature Resources Capital Management Newport Beach, California	$38.7K	+$2.69K	3	0.02%	Increased
4073	GFA Godfrey Financial Associates Glenmont, New York	$38.5K	+$1.2K	4	0.03%	Increased
4074	PWM Peterson Wealth Management Sparks, Nevada	$38.4K	+$44.7K	2	0.02%	New
4075	MG MilWealth Group Milwaukee, Wisconsin	$36.5K	+$3.67K	2	0.01%	Increased