← 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
1776	Larson Financial Group St Louis, Missouri	$7K	-$56.1K	1	0%	Reduced
1777	Sageworth Trust Lancaster, Pennsylvania	$7K	$0	1	0%	Maintained
1778	FNBOSM First National Bank of South Miami South Miami, Florida	$6K	$0	1	0.01%	Maintained
1779	TD Ameritrade Investment Management Omaha, Nebraska	$6K	+$5.31K	1	0%	Increased
1780	MWA Moser Wealth Advisors Bellevue, Washington	$5K	$0	1	0.01%	Maintained
1781	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$5K	$0	1	0%	Maintained
1782	BCH Berkshire Capital Holdings San Jose, California	$4K	-$27.7M	2	0%	Reduced
1783	BCM Bourgeon Capital Management Darien, Connecticut	$4K	$0	1	0%	Maintained
1784	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$4K	+$4.46K	1	0%	New
1785	GFPC Global Financial Private Capital Sarasota, Florida	$4K	+$4.76K	2	0%	New
1786	LPWM Lake Point Wealth Management Rockwall, Texas	$4K	-$10.5K	2	0%	Reduced
1787	LFG LifePlan Financial Group Dayton, Ohio	$4K	+$4.46K	1	0%	New
1788	MWM MBE Wealth Management Tomah, Wisconsin	$4K	+$5.14K	1	0%	New
1789	RFM Royal Fund Management Lady Lake, Florida	$4K	+$3.13K	1	0%	Increased
1790	IWP IAG Wealth Partners Waukesha, Wisconsin	$3K	$0	1	0%	Maintained
1791	PW Price Wealth Austin, Texas	$3K	+$2.45K	2	0%	Increased
1792	PG Proffitt & Goodson Knoxville, Tennessee	$3K	$0	1	0%	Maintained
1793	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$3K	$0	1	0%	Maintained
1794	ADL Asset Dedication LLC San Francisco, California	$2K	-$36.3K	1	0%	Reduced
1795	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$2K	-$4.23K	1	0%	Reduced
1796	LAS Lloyd Advisory Services Suwanee, Georgia	$2K	+$2.92K	1	0%	New
1797	MIM Macroview Investment Management Bethesda, Maryland	$2K	+$2.5K	1	0%	New
1798	Advisory Alpha Holland, Michigan	$1.67K	-$1.72K	1	0%	Reduced
1799	DI Disciplined Investments Tulsa, Oklahoma	$1K	-$6.94K	1	0%	Reduced
1800	FWM Filbrandt Wealth Management Middleton, Wisconsin	$1K	+$625	1	0%	New