← 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	CHC City Holding Co Charleston, West Virginia	$50K	$0	1	0.01%	Maintained
2277	SN Sittner & Nelson Eugene, Oregon	$49K	+$53.5K	1	0.04%	New
2278	FPW Flagship Private Wealth Woburn, Massachusetts	$48.7K	+$43.2K	2	0.05%	New
2279	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$48K	+$38.6K	2	0.01%	Increased
2280	VCM Vigilant Capital Management Portland, Maine	$47K	+$51.1K	1	0%	New
2281	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$46K	$0	1	0.02%	Maintained
2282	APC Aspire Private Capital Cornelius, North Carolina	$45K	$0	1	0.02%	Maintained
2283	SFP Sterling Financial Planning Sparta, New Jersey	$45K	+$44.1K	2	0.04%	New
2284	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$41K	+$24.3K	2	0.02%	Increased
2285	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$40K	+$43.2K	2	0.02%	New
2286	CH Canton Hathaway Providence, Rhode Island	$39K	+$42.8K	1	0.01%	New
2287	TC Trust Company Manhattan, Kansas	$38K	-$13.6K	1	0.03%	Reduced
2288	COCM Charter Oak Capital Management Portsmouth, New Hampshire	$37K	+$40.1K	1	0.01%	New
2289	CWM Curi Wealth Management Raleigh, North Carolina	$36K	+$40.2K	2	0.03%	New
2290	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$34K	-$1.52K	3	0.02%	Reduced
2291	HFS HBC Financial Services Seattle, Washington	$33K	$0	1	0.03%	Maintained
2292	TIM Tortoise Investment Management White Plains, New York	$33K	+$12.2K	2	0.01%	Increased
2293	PCFFS Pacific Center for Financial Services San Ramon, California	$32K	+$32.6K	1	0.01%	Increased
2294	CP Corbenic Partners Bethlehem, Pennsylvania	$31K	+$25.4K	2	0.01%	New
2295	KFS Kelly Financial Services Braintree, Massachusetts	$30.4K	+$433	3	0.02%	Increased
2296	KCM Kathmere Capital Management Wayne, Pennsylvania	$30K	+$15.8K	2	0.01%	Increased
2297	HFA HC Financial Advisors Lafayette, California	$29K	$0	1	0.02%	Maintained
2298	PCC Park Circle Company Baltimore, Maryland	$28K	+$12.5K	1	0.03%	Increased
2299	EWA Evolution Wealth Advisors Aventura, Florida	$25K	-$215K	3	0.01%	Reduced
2300	FMP Financial Management Professionals Austin, Texas	$24K	-$6.3K	3	0.01%	Reduced