← 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
4076	WBWA William B. Walkup & Associates Columbia, South Carolina	$33.2K	$0	1	0.02%	Maintained
4077	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$32.5K	-$6.29K	3	0.03%	Reduced
4078	UFPG United Financial Planning Group Hauppauge, New York	$31.7K	+$28.2K	1	0.02%	New
4079	MASECO Private Wealth London,	$29.7K	+$252	1	0%	Increased
4080	CFS Compass Financial Services West Des Moines, Iowa	$28.6K	$0	2	0.01%	Maintained
4081	WOSD WFA of San Diego San Diego, California	$28K	$0	3	0.02%	Maintained
4082	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$27.7K	$0	1	0.01%	Maintained
4083	FFWM Future Financial Wealth Management Cincinnati, Ohio	$26.8K	-$21.5K	1	0.02%	Reduced
4084	VEA Virtus ETF Advisers New York	$26.7K	-$377K	1	0.01%	Reduced
4085	WW Winnow Wealth Waco, Texas	$26.6K	+$25.2K	2	0.02%	New
4086	GFL Granite FO LLC Bedford, New Hampshire	$24.4K	$0	1	0.01%	Maintained
4087	TC Tacita Capital Toronto, Ontario, Canada	$23.7K	-$21.6K	1	0.01%	Reduced
4088	SR Syntax Research Boca Raton, Florida	$23K	$0	1	0.01%	Maintained
4089	WCM Winthrop Capital Management Carmel, Indiana	$23K	+$20.4K	1	0.01%	New
4090	MAM MMA Asset Management Conshohocken, Pennsylvania	$23K	+$20.4K	1	0.01%	New
4091	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$22.5K	$0	1	0%	Maintained
4092	MAFA MJT & Associates Financial Advisory Monteviceo, Minnesota	$22.5K	-$1.04K	2	0.02%	Reduced
4093	CF Collier Financial Denver, Colorado	$22.5K	+$24K	1	0.02%	New
4094	Altshuler Shaham Tel Aviv, Israel	$21.7K	+$5.58K	2	0%	Increased
4095	TVWM Tower View Wealth Management Shorewood, Wisconsin	$21.7K	+$252	2	0.01%	Increased
4096	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$21.1K	$0	3	0.01%	Maintained
4097	RWA Redmont Wealth Advisors Chicago, Illinois	$21.1K	$0	2	0.03%	Maintained
4098	CB Centennial Bank Conway, Arkansas	$20.8K	-$10.1K	2	0.01%	Reduced
4099	1NWS 1 North Wealth Services Annapolis, Maryland	$20.6K	+$16.2K	2	0.01%	Increased
4100	PK Pflug Koory Omaha, Nebraska	$20.1K	-$13.4K	1	0.01%	Reduced