← 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
4126	VR Valued Retirements Houston, Texas	$211K	-$82.7K	1	0.21%	Reduced
4127	OWM Orca Wealth Management New Port Richey, Florida	$211K	-$9.78K	1	0.15%	Reduced
4128	LAS Lloyd Advisory Services Suwanee, Georgia	$211K	-$4.55K	3	0.08%	Reduced
4129	CFWMA Center for Wealth Management Advisory Milford, Ohio	$210K	+$214K	1	0.16%	New
4130	CWM Chesapeake Wealth Management Williamsburg, Virginia	$210K	$0	1	0.06%	Maintained
4131	LAA Liberty Atlantic Advisors Allen, Texas	$210K	+$235K	1	0.21%	New
4132	1IA 1620 Investment Advisors Plymouth, Massachusetts	$210K	+$2.17K	3	0.14%	Increased
4133	SBCM Silverberg Bernstein Capital Management Armonk, New York	$210K	+$7.78K	1	0.12%	Increased
4134	BMM Berkshire Money Management Dalton, Massachusetts	$210K	+$197K	1	0.02%	New
4135	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$209K	-$61.2K	1	0.03%	Reduced
4136	BH Burk Holdings Tulsa, Oklahoma	$208K	+$196K	1	0.1%	New
4137	WCG Weaver Consulting Group Huntington Beach, California	$208K	+$362	1	0.05%	Increased
4138	TA Teramo Advisors Naples, Florida	$208K	+$195K	1	0.05%	New
4139	LIA LifePlan Investment Advisors Raleigh, North Carolina	$208K	+$4.71K	1	0.08%	Increased
4140	FVCM F&V Capital Management Boca Raton, Florida	$208K	+$212K	1	0.04%	New
4141	AWA Argo Wealth Advisory Mclean, Virginia	$208K	+$195K	1	0.12%	New
4142	OC Opinicus Capital Tampa, Florida	$208K	-$17K	1	0.14%	Reduced
4143	SCP Stevens Capital Partners Omaha, Nebraska	$207K	+$211K	1	0.05%	New
4144	SI Saxon Interests Houston, Texas	$206K	+$193K	1	0.07%	New
4145	SWM Shrier Wealth Management Los Angeles, California	$204K	+$192K	1	0.08%	New
4146	SWM Steinberganna Wealth Management Huntington, New York	$204K	$0	1	0.1%	Maintained
4147	RSA River Street Advisors Aurora, Illinois	$204K	$0	1	0.08%	Maintained
4148	OBGC O'Brien Greene & Co Media, Pennsylvania	$203K	+$191K	1	0.06%	New
4149	CCA Cora Capital Advisors Marlton, New Jersey	$203K	-$41.8K	1	0.08%	Reduced
4150	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$203K	+$190K	1	0.09%	New