← 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	LGW Leslie Global Wealth Itasca, Illinois	$223K	+$1.45K	1	0.1%	Increased
4077	AWA Archvest Wealth Advisors Concord, California	$223K	-$12.4K	1	0.14%	Reduced
4078	FWWM Fiscal Wisdom Wealth Management Canton, Connecticut	$222K	+$1.81K	1	0.21%	Increased
4079	MAG Mokosak Advisory Group Urbandale, Iowa	$222K	+$9.23K	1	0.06%	Increased
4080	F8IS Figure 8 Investment Strategies Boise, Idaho	$222K	-$16.9K	1	0.2%	Reduced
4081	OPOWM One Plus One Wealth Management Jupiter, Florida	$222K	+$8.51K	1	0.1%	Increased
4082	ACC Acorn Creek Capital Fort Collins, Colorado	$221K	+$15.6K	1	0.08%	Increased
4083	G Gainplan Bloomfield Hills, Michigan	$221K	+$225K	1	0.08%	New
4084	GFG Goldstone Financial Group Oakbrook Terrace, Illinois	$221K	+$225K	1	0.02%	New
4085	BWP BlueStem Wealth Partners Minnetonka, Minnesota	$221K	+$207K	1	0.02%	New
4086	RIM Reliant Investment Management Memphis, Tennessee	$220K	-$18.1K	1	0.09%	Reduced
4087	PWM Puff Wealth Management Haddonfield, New Jersey	$220K	+$216K	1	0.28%	New
4088	CWM Collaborative Wealth Management Lake Mary, Florida	$220K	+$207K	1	0.08%	New
4089	AAM Ackerman Asset Management Rockville, Maryland	$220K	$0	1	0.15%	Maintained
4090	CA CWC Advisors Lake Oswego, Oregon	$219K	+$223K	1	0.11%	New
4091	DWM Daner Wealth Management Alpharetta, Georgia	$219K	-$185K	1	0.13%	Reduced
4092	WP Wealthspan Partners Davenport, Iowa	$219K	$0	1	0.08%	Maintained
4093	PWMG Prestige Wealth Management Group Flemington, New Jersey	$219K	-$458K	5	0.04%	Reduced
4094	ESBC E.S. Barr & Co Lexington, Kentucky	$219K	+$205K	1	0.01%	New
4095	RFG REAP Financial Group Austin, Texas	$218K	+$62.5K	4	0.04%	Increased
4096	AFO Allie Family Office Miami, Florida	$218K	+$205K	1	0.1%	New
4097	KSWWM Keyes Stange & Wooten Wealth Management Daytona Beach, Florida	$218K	+$222K	1	0.1%	New
4098	HCP Hardin Capital Partners Greenville, South Carolina	$218K	+$222K	1	0.1%	New
4099	WFA WMG Financial Advisors Knoxville, Tennessee	$217K	-$1.13M	1	0.09%	Reduced
4100	LSC Lesa Sroufe & Co Seattle, Washington	$217K	$0	1	0.16%	Maintained