← 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
1726	WQ Wealth Quarterback Toms River, New Jersey	$34.4K	-$3.26M	2	0.03%	Reduced
1727	EWP Engrave Wealth Partners The Woodlands, Texas	$34K	+$6.17K	1	0.04%	Increased
1728	CHC City Holding Co Charleston, West Virginia	$33K	+$8.57K	1	0.01%	Increased
1729	EIP Ellis Investment Partners Berwyn, Pennsylvania	$33K	$0	1	0.02%	Maintained
1730	VEA Virtus ETF Advisers New York	$33K	+$4.69K	1	0.01%	Increased
1731	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$30K	$0	1	0.01%	Maintained
1732	HFM Hartford Financial Management Hartford, Connecticut	$30K	-$105K	1	0.01%	Reduced
1733	JWM Janiczek Wealth Management Denver, Colorado	$29K	$0	1	0.02%	Maintained
1734	RDWM Red Door Wealth Management Memphis, Tennessee	$29K	+$35.1K	1	0.03%	New
1735	SCA Stonebridge Capital Advisors St Paul, Minnesota	$29K	-$4K	1	0.01%	Reduced
1736	VCS Vaughan & Co Securities Ridgewood, New Jersey	$28.5K	$0	1	0.04%	Maintained
1737	CA Crewe Advisors Salt Lake City, Utah	$26K	$0	1	0.02%	Maintained
1738	SIS Sound Income Strategies Ft Lauderdale, Florida	$24K	+$1.72K	1	0.01%	Increased
1739	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$23K	$0	2	0.02%	Maintained
1740	FCB First Command Bank Fort Worth, Texas	$23K	$0	1	0.01%	Maintained
1741	FCFS First Command Financial Services Fort Worth, Texas	$23K	$0	1	0.01%	Maintained
1742	BAM Bellevue Asset Management Bellevue, Washington	$21K	$0	1	0.02%	Maintained
1743	HFS HBC Financial Services Seattle, Washington	$20K	-$26.6K	1	0.02%	Reduced
1744	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$20K	$0	2	0.02%	Maintained
1745	KFS Kelly Financial Services Braintree, Massachusetts	$19.4K	-$18.7K	2	0.02%	Reduced
1746	HFA HC Financial Advisors Lafayette, California	$19K	+$22.6K	1	0.02%	New
1747	JWBC John W. Brooker & Co Oakland, California	$19K	$0	1	0.01%	Maintained
1748	Cowen and Company New York	$18K	+$19.4K	1	0%	New
1749	LSA Lion Street Advisors Austin, Texas	$18K	+$21.3K	1	0.1%	New
1750	SC Steph & Co Marinette, Wisconsin	$18K	$0	1	0.02%	Maintained