← 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
2151	BWM Bluebird Wealth Management Medfield, Massachusetts	$1.61M	-$51.7K	1	1.4%	Reduced
2152	SFP Shepherd Financial Partners Winchester, Massachusetts	$1.61M	-$311K	2	0.13%	Reduced
2153	TWM Thrive Wealth Management Audubon, Pennsylvania	$1.61M	-$164K	3	0.2%	Reduced
2154	SNS Financial Group Minneapolis, Minnesota	$1.61M	+$1.83M	3	0.03%	New
2155	AO Advisor OS Chicago, Illinois	$1.6M	-$304K	3	0.11%	Reduced
2156	AA Ahara Advisors Jersey City, New Jersey	$1.6M	+$287K	1	1.08%	Increased
2157	KCFA Key Client Fiduciary Advisors Fairfield, New Jersey	$1.6M	-$106K	2	0.46%	Reduced
2158	RWP Revolve Wealth Partners Hackensack, New Jersey	$1.6M	+$169K	3	0.17%	Increased
2159	SFG Southern Financial Group Birmingham, Alabama	$1.6M	+$1.12M	2	0.41%	Increased
2160	ALA Atlas Legacy Advisors Los Angeles, California	$1.59M	+$116K	1	0.24%	Increased
2161	ROC Robertson Opportunity Capital Dallas, Texas	$1.59M	+$1.58M	1	0.62%	New
2162	FA Fedenia Advisers Madison, Wisconsin	$1.59M	-$317K	2	0.38%	Reduced
2163	SC Shuttleworth & Co Powell, Ohio	$1.59M	+$33.1K	1	1.27%	Increased
2164	GGI GPM Growth Investors Bloomfield Hills, Michigan	$1.58M	-$276K	1	0.66%	Reduced
2165	CPA Capital Performance Advisors Walnut Creek, California	$1.58M	-$1.53M	3	0.1%	Reduced
2166	HHCP Hilton Head Capital Partners Hilton Head Island, South Carolina	$1.58M	-$358K	5	0.8%	Reduced
2167	EW Enzi Wealth Austin, Texas	$1.58M	+$253K	2	0.5%	Increased
2168	WSFG Wall Street Financial Group Carlinville, Illinois	$1.58M	-$194K	1	0.84%	Reduced
2169	HWMO Heritage Wealth Management (Ohio) Cincinnati, Ohio	$1.58M	-$784K	3	0.39%	Reduced
2170	SGK Steigerwald Gordon & Koch Leesburg, Virginia	$1.57M	-$13.6K	3	0.16%	Reduced
2171	WA Wealth Alliance Mellville, New York	$1.57M	-$394K	3	0.13%	Reduced
2172	Kestra Investment Management Austin, Texas	$1.57M	-$344K	3	0.03%	Reduced
2173	CCG Cypress Capital Group Palm Beach, Florida	$1.57M	+$974K	2	0.15%	Increased
2174	CP Cumberland Partners Toronto, Ontario, Canada	$1.57M	$0	1	0.1%	Maintained
2175	PPG Peak Planning Group Centennial, Colorado	$1.56M	-$267K	1	0.35%	Reduced