← 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
1401	VWA V Wealth Advisors Overland Park, Kansas	$250K	+$8.81K	1	0.09%	Increased
1402	Empirical Finance Havertown, Pennsylvania	$249K	+$6.84K	1	0.07%	Increased
1403	PFA Pathway Financial Advisors South Burlington, Vermont	$247K	$0	1	0.07%	Maintained
1404	PA Parkside Advisors Berkeley, California	$245K	$0	1	0.13%	Maintained
1405	ESB Essex Savings Bank Essex, Connecticut	$242K	-$24.6K	1	0.13%	Reduced
1406	PWAG Polaris Wealth Advisory Group San Rafael, California	$241K	-$4.04M	1	0.02%	Reduced
1407	AIM Axiom Investment Management New York	$239K	$0	1	0.18%	Maintained
1408	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$239K	-$4.99K	1	0.09%	Reduced
1409	EWM Evermay Wealth Management Arlington, Virginia	$238K	+$244K	1	0.06%	New
1410	PTC Petrus Trust Company Dallas, Texas	$237K	-$106K	1	0.04%	Reduced
1411	WA WBH Advisory Baltimore, Maryland	$236K	$0	1	0.05%	Maintained
1412	SBL Sargent Bickham Lagudis Boulder, Colorado	$235K	+$5.78K	2	0.03%	Increased
1413	CBFP Cedar Brook Financial Partners Cleveland, Ohio	$233K	+$27.7K	1	0.1%	Increased
1414	UCMOK United Capital Management of KS Salina, Kansas	$233K	-$20.2K	1	0.17%	Reduced
1415	VC Voit & Company Brookfield, Wisconsin	$233K	-$9.12K	1	0.23%	Reduced
1416	CCP Cardan Capital Partners Denver, Colorado	$230K	+$236K	1	0.03%	New
1417	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$230K	$0	1	0.27%	Maintained
1418	WC Wexford Capital West Palm Beach, Florida	$229K	+$234K	1	0.03%	New
1419	CBTWT Community Bank & Trust (Waco, Texas) Waco, Texas	$228K	-$4.56K	1	0.1%	Reduced
1420	TCM Tuttle Capital Management Riverside, Connecticut	$228K	+$220K	1	0.06%	New
1421	AFM Andesa Financial Management Allentown, Pennsylvania	$227K	-$21.4K	1	0.22%	Reduced
1422	TCI Wealth Advisors Tucson, Arizona	$226K	+$1.53K	3	0.1%	Increased
1423	BDF Balasa Dinverno & Foltz	$225K	-$37.7K	1	0.03%	Reduced
1424	NME Notis-McConarty Edward	$223K	$0	1	0.1%	Maintained
1425	PEA Pacific Edge Advisors Corona Del Mar, California	$223K	$0	1	0.15%	Maintained