← 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
2101	AP Arlington Partners Birmingham, Alabama	$266K	$0	2	0.1%	Maintained
2102	Vanguard Capital Wealth Advisors Denver, Colorado	$266K	+$16.5K	1	0.23%	Increased
2103	DA DCF Advisers Greenwich, Connecticut	$265K	+$55.7K	1	0.12%	Increased
2104	CCB Cutter & Co Brokerage Ballwin, Missouri	$264K	-$209K	1	0.06%	Reduced
2105	Capital Wealth Planning Naples, Florida	$263K	+$132K	1	0.01%	Increased
2106	PFG PAX Financial Group San Antonio, Texas	$263K	-$43.4K	1	0.07%	Reduced
2107	SWG Summit Wealth Group White River Junction, Vermont	$263K	+$70.8K	2	0.42%	Increased
2108	WPC Waters Parkerson & Co New Orleans, Louisiana	$263K	$0	1	0.02%	Maintained
2109	Atlantic Union Bankshares Glen Allen, Virginia	$261K	$0	1	0.03%	Maintained
2110	PCA Peddock Capital Advisors Braintree, Massachusetts	$260K	-$5K	1	0.1%	Reduced
2111	DWM Dorchester Wealth Management Montreal, Quebec, Canada	$259K	+$273K	1	0.06%	New
2112	HCP Hexagon Capital Partners Rogers, Arkansas	$259K	+$176K	2	0.07%	Increased
2113	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$257K	-$94.9K	1	0.15%	Reduced
2114	OWA Opal Wealth Advisors Jericho, New York	$257K	+$10.9K	1	0.28%	Increased
2115	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$256K	+$302K	1	0.23%	New
2116	FC Forte Capital Rochester, New York	$255K	-$23.4K	1	0.04%	Reduced
2117	RFA Reilly Financial Advisors La Mesa, California	$255K	+$21K	4	0.02%	Increased
2118	CAM Crestone Asset Management Boulder, Colorado	$254K	-$37.8K	1	0.07%	Reduced
2119	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$254K	+$81.5K	1	0.06%	Increased
2120	YCM Yiheng Capital Management San Francisco, California	$254K	+$263K	1	0.01%	New
2121	AWM AllSquare Wealth Management Albany, New York	$253K	+$173K	1	0.16%	Increased
2122	&Partners Nashville, Tennessee	$253K	+$266K	1	0.18%	New
2123	SCM SevenOneSeven Capital Management Lancaster, Pennsylvania	$253K	+$16.4K	1	0.93%	Increased
2124	WC Woodstock Corp Boston, Massachusetts	$253K	-$528	1	0.03%	Reduced
2125	CFN Cordasco Financial Network Naples, Florida	$252K	+$41.9K	2	0.18%	Increased