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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	% of Portfolio	Status
4101	TA Townsend & Associates Westminster, Colorado	$0	-$209K	–	Closed
4102	TFA Tranquilli Financial Advisor Clinton, New Jersey	$0	-$241K	–	Closed
4103	TIA Traphagen Investment Advisors Oradell, New Jersey	$0	-$201K	–	Closed
4104	TIA Trust Investment Advisors Indianapolis, Indiana	$0	-$525K	–	Closed
4105	TA TruWealth Advisors Metairie, Louisiana	$0	-$246K	–	Closed
4106	TIAM TT International Asset Management London, United Kingdom	$0	-$265K	–	Closed
4107	TPBG Turning Point Benefit Group Frederick, Maryland	$0	-$718K	–	Closed
4108	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$0	-$434K	–	Closed
4109	USWIA UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania	$0	-$235K	–	Closed
4110	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$0	-$216K	–	Closed
4111	VAM Valliance Asset Management Central, Hong Kong	$0	-$4.13M	–	Closed
4112	VSI Verde Servicos Internacionais Sao Paulo, Brazil	$0	-$11.6M	–	Closed
4113	VW Veridan Wealth West Linn, Oregon	$0	-$232K	–	Closed
4114	VP Verum Partners Charlotte, North Carolina	$0	-$232K	–	Closed
4115	Viking Global Investors Stamford, Connecticut	$0	-$405M	–	Closed
4116	VWS Virtus Wealth Solutions Cranford, New Jersey	$0	-$19.2M	–	Closed
4117	Waratah Capital Advisors Toronto, Ontario, Canada	$0	-$7.94M	–	Closed
4118	WPW Warther Private Wealth Akron, Ohio	$0	-$282K	–	Closed
4119	WWM Waterway Wealth Management The Woodlands, Texas	$0	-$607K	–	Closed
4120	WCM WealthBridge Capital Management Westerville, Ohio	$0	-$261K	–	Closed
4121	WIA Wealthedge Investment Advisors New York	$0	-$2M	–	Closed
4122	WHGC Wealth High Governance Capital Sao Paulo, Brazil	$0	-$4.69M	–	Closed
4123	W Wealthquest Cincinnati, Ohio	$0	-$207K	–	Closed
4124	WA WealthTrust Axiom Wayne, Pennsylvania	$0	-$230K	–	Closed
4125	WA WESPAC Advisors Orinda, California	$0	-$1.55M	–	Closed