← 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
1201	CJA C-J Advisory San Jose, California	$8K	$0	1	0.01%	Maintained
1202	PO Private Ocean San Rafael, California	$8K	-$5.51K	1	0%	Reduced
1203	AP Arlington Partners Birmingham, Alabama	$7K	+$6.89K	1	0.01%	New
1204	Country Trust Bank Bloomington, Illinois	$7K	+$7.12K	1	0%	New
1205	LGWM Litman Gregory Wealth Management Larkspur, California	$7K	+$6.55K	1	0%	New
1206	MCM MV Capital Management Bethesda, Maryland	$7K	$0	1	0%	Maintained
1207	PK Pflug Koory Omaha, Nebraska	$7K	$0	1	0.01%	Maintained
1208	PGA Premia Global Advisors Coral Gables, Florida	$7K	-$1.24K	1	0.01%	Reduced
1209	Global Retirement Partners San Rafael, California	$6K	$0	1	0%	Maintained
1210	MFBTD MB Financial Bank - Trust Department Rosemont, Illinois	$6K	+$5.87K	2	0%	New
1211	ME McIlrath & Eck Arlington, Washington	$6K	-$5.4K	1	0%	Reduced
1212	OGC Oak Grove Capital North Hampton, New Hampshire	$6K	+$5.74K	1	0.01%	New
1213	VIA Vantage Investment Advisors State College, Pennsylvania	$6K	-$9.65K	1	0%	Reduced
1214	WA WealthTrust-Arizona Scottsdale, Arizona	$6K	$0	1	0%	Maintained
1215	WOC West Oak Capital Westlake Village, California	$5.82K	+$5.74K	1	0%	New
1216	LFA Legacy Financial Advisors Covington, Kentucky	$5K	$0	1	0%	Maintained
1217	TIM Tortoise Investment Management White Plains, New York	$5K	$0	1	0%	Maintained
1218	AIM Anchor Investment Management Columbia, South Carolina	$4.88K	$0	1	0%	Maintained
1219	SLF Sun Life Financial Toronto, Ontario, Canada	$3.13K	-$131K	1	0.03%	Reduced
1220	AC Avestar Capital New York	$3K	+$1.38K	2	0%	Increased
1221	OFW Omnia Family Wealth Aventura, Florida	$3K	-$10K	1	0%	Reduced
1222	WC Whitnell & Co Oak Brook, Illinois	$3K	$0	1	0%	Maintained
1223	SFM Signet Financial Management Parsippany, New Jersey	$2K	+$1.95K	1	0%	New
1224	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$2K	+$2.18K	1	0.01%	New
1225	SP SWS Partners Columbus, Ohio	$2K	$0	1	0%	Maintained