← 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
1001	Meridian Wealth Management Lexington, Kentucky	$255K	+$252K	1	0.13%	New
1002	RWM RKL Wealth Management Lancaster, Pennsylvania	$254K	-$115	1	0.06%	Reduced
1003	XS XML Securities Bethesda, Maryland	$254K	+$250K	1	0.32%	New
1004	CS Credential Securities Vancouver,	$253K	-$180K	1	0.06%	Reduced
1005	SWA Sutton Wealth Advisors Tampa, Florida	$253K	$0	2	0.18%	Maintained
1006	BCWM Blue Chip Wealth Management Miami Beach, Florida	$253K	+$250K	1	0.26%	New
1007	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$252K	-$81K	1	0.08%	Reduced
1008	NAM North American Management Boston, Massachusetts	$252K	$0	1	0.04%	Maintained
1009	TF Tompkins Financial Ithaca, New York	$251K	$0	1	0.06%	Maintained
1010	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$250K	+$12.3K	2	0.13%	Increased
1011	TCM Traynor Capital Management Malvern, Pennsylvania	$248K	+$246K	1	0.1%	New
1012	ED Exane Derivatives Paris, France	$247K	-$1.66M	2	0.05%	Reduced
1013	DF Dent & Co Baltimore, Maryland	$245K	$0	1	0.01%	Maintained
1014	MA Mutual Advisors Omaha, Nebraska	$245K	+$242K	1	0.06%	New
1015	OWD Osborn Williams & Donohoe Cincinnati, Ohio	$244K	$0	1	0.04%	Maintained
1016	Valeo Financial Advisors Carmel, Indiana	$243K	+$119K	2	0.04%	Increased
1017	AIA Allegis Investment Advisors Idaho Falls, Idaho	$241K	-$16.1K	1	0.07%	Reduced
1018	RWA Wealth Partners Newton, Massachusetts	$238K	+$226K	2	0.03%	New
1019	Independent Advisor Alliance Charlotte, North Carolina	$234K	+$13.9K	1	0.05%	Increased
1020	AC Alley Company Lake Forest, Illinois	$233K	$0	1	0.08%	Maintained
1021	Allworth Financial Folsom, California	$233K	-$230	1	0.02%	Reduced
1022	NWS Newport Wealth Strategies Irvine, California	$232K	+$2.53K	1	0.18%	Increased
1023	LWAC Laurel Wealth Advisors (California) Solana Beach, California	$231K	+$228K	1	0.07%	New
1024	CPIA Cornell Pochily Investment Advisors Ithaca, New York	$230K	+$227K	1	0.16%	New
1025	CA Calton & Associates Tampa, Florida	$227K	-$55K	1	0.07%	Reduced