← 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
2276	KFP Kerr Financial Planning Fresno, California	$1.37M	-$22.6K	4	1.53%	Reduced
2277	GBT Grove Bank & Trust Miami, Florida	$1.37M	-$673K	4	0.14%	Reduced
2278	NFA Northern Financial Advisors Bloomfield Hills, Michigan	$1.36M	-$224K	1	0.9%	Reduced
2279	OL OneFund LLC Saint Petersburg, Florida	$1.36M	-$74.6K	3	0.77%	Reduced
2280	AWG Altus Wealth Group Colorado Springs, Colorado	$1.36M	-$235K	1	0.49%	Reduced
2281	CA Calton & Associates Tampa, Florida	$1.36M	-$504K	2	0.2%	Reduced
2282	NCM Novare Capital Management Charlotte, North Carolina	$1.36M	+$647K	2	0.1%	Increased
2283	CFP Cascade Financial Partners San Diego, California	$1.36M	+$197K	2	0.12%	Increased
2284	CCA Corps Capital Advisors Southlake, Texas	$1.35M	-$1.27M	2	1.09%	Reduced
2285	RIA Regal Investment Advisors Kentwood, Michigan	$1.35M	-$160K	2	0.07%	Reduced
2286	EAM Empirical Asset Management Wellesley, Massachusetts	$1.35M	-$376K	3	0.3%	Reduced
2287	WH Willner & Heller Encino, California	$1.35M	-$1.38M	1	0.84%	Reduced
2288	VAG VisionPoint Advisory Group Dallas, Texas	$1.35M	+$148K	3	0.22%	Increased
2289	CWS Cypress Wealth Services Palm Desert, California	$1.35M	+$32.5K	2	0.17%	Increased
2290	AC Addison Capital Conshohocken, Pennsylvania	$1.34M	+$44.2K	2	0.22%	Increased
2291	IIA Integral Investment Advisors Turlock, California	$1.34M	+$211K	3	0.3%	Increased
2292	Welch Group Birmingham, Alabama	$1.33M	-$174K	1	0.05%	Reduced
2293	RWPA Richard W. Paul & Associates Novi, Michigan	$1.33M	+$1.24M	2	0.41%	Increased
2294	BAM Broyhill Asset Management Charlotte, North Carolina	$1.33M	+$1.32M	1	1.18%	New
2295	BWM Bullock Wealth Management Bloomington, Indiana	$1.33M	+$119K	3	0.58%	Increased
2296	MW Marble Wealth Montgomery, Alabama	$1.33M	-$475K	1	0.2%	Reduced
2297	SL Sentinus LLC Oak Brook, Illinois	$1.33M	-$1.2M	3	0.11%	Reduced
2298	CH Canton Hathaway Providence, Rhode Island	$1.33M	+$1.1M	3	0.25%	Increased
2299	FFS Fischer Financial Services Harrisburg, Pennsylvania	$1.33M	-$63.4K	1	0.33%	Reduced
2300	PCA Purkiss Capital Advisors Ridgefield, Connecticut	$1.32M	+$172K	1	0.5%	Increased