← 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
4251	IWP IAG Wealth Partners Waukesha, Wisconsin	$78.1K	-$7.72K	3	0.01%	Reduced
4252	UFPG United Financial Planning Group Hauppauge, New York	$77.4K	+$48.1K	4	0.05%	Increased
4253	FFL Financial Freedom LLC Cincinnati, Ohio	$77.1K	$0	1	0.04%	Maintained
4254	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$76.6K	$0	1	0.01%	Maintained
4255	MAS MPWM Advisory Solutions Alpharetta, Georgia	$76.6K	+$24.6K	4	0.04%	Increased
4256	BDPWM Barnes Dennig Private Wealth Management Cincinnati, Ohio	$76.2K	+$21.5K	2	0.08%	Increased
4257	CFM Cornerstone Financial Management Burlington, Massachusetts	$75.4K	+$76.7K	4	0.07%	New
4258	WAG Wiser Advisor Group Phoenix, Arizona	$72.7K	+$13K	2	0.08%	Increased
4259	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$71.5K	+$9.94K	3	0.02%	Increased
4260	BAM Bellevue Asset Management Bellevue, Washington	$69.3K	$0	3	0.02%	Maintained
4261	PCFFS Pacific Center for Financial Services San Ramon, California	$64.2K	-$6.86K	3	0.02%	Reduced
4262	GAFA Garton & Associates Financial Advisors Louisville, Kentucky	$61.1K	+$61K	2	0.03%	New
4263	CFS CGC Financial Services Lake Oswego, Oregon	$60.9K	$0	2	0.02%	Maintained
4264	LA LM Advisors San Diego, California	$58.6K	-$9.34M	3	1.05%	Reduced
4265	JFG JDM Financial Group Austin, Texas	$57.1K	-$2.71K	1	0.02%	Reduced
4266	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$54.3K	$0	2	0.03%	Maintained
4267	GK Graney & King Latham, New York	$53.9K	+$249	2	0.03%	Increased
4268	VWA VSM Wealth Advisory Hunt Valley, Maryland	$53.6K	-$21.8K	2	0.02%	Reduced
4269	CI CAZ Investments Houston, Texas	$53.3K	$0	1	0.09%	Maintained
4270	GFA Godfrey Financial Associates Glenmont, New York	$51.7K	+$50.5K	4	0.04%	New
4271	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$51.6K	+$19.7K	3	0.05%	Increased
4272	MFP Meramec Financial Planners Saint Louis, Missouri	$51.5K	+$85.7K	4	0.02%	New
4273	EAM Eukles Asset Management Cincinnati, Ohio	$50.9K	+$18.1K	2	0.02%	Increased
4274	RF Robinswood Financial Kirkland, Washington	$50.8K	$0	3	0.02%	Maintained
4275	BTC Bank & Trust Company Litchfield, Illinois	$50.3K	$0	1	0.04%	Maintained