← 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
2301	CQWA Chokshi & Queen Wealth Advisors San Diego, California	$1.32M	+$174K	2	0.61%	Increased
2302	KTM Keeler Thomas Management Orem, Utah	$1.31M	+$118K	1	0.47%	Increased
2303	SAM Steinberg Asset Management New York	$1.31M	+$176	1	0.82%	Increased
2304	CAM Concorde Asset Management Ann Arbor, Michigan	$1.31M	+$71.4K	2	0.76%	Increased
2305	OGF Orin Green Financial San Diego, California	$1.31M	-$352	1	0.48%	Reduced
2306	KFAS Keating Financial Advisory Services Manhattan, Kansas	$1.31M	-$15.1K	6	0.17%	Reduced
2307	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$1.31M	-$185K	3	0.11%	Reduced
2308	TA Tactive Advisors Jacksonville, Florida	$1.31M	+$65.6K	1	0.32%	Increased
2309	CA Cornerstone Advisory Hunt Valley, Maryland	$1.31M	+$273K	3	0.11%	Increased
2310	RWA Rooted Wealth Advisors Bourbonnais, Illinois	$1.31M	+$481K	2	0.32%	Increased
2311	TBT Texas Bank & Trust Longview, Texas	$1.31M	+$498K	2	0.43%	Increased
2312	RCM Raleigh Capital Management Cary, North Carolina	$1.3M	+$54.2K	3	0.42%	Increased
2313	RA RiverPark Advisors New York	$1.3M	+$125K	1	0.59%	Increased
2314	EA Everpar Advisors Tulsa, Oklahoma	$1.3M	-$404K	3	0.37%	Reduced
2315	NRC New Republic Capital Charlotte, North Carolina	$1.3M	+$129K	3	0.3%	Increased
2316	UPS UHLMANN PRICE SECURITIES Skokie, Illinois	$1.3M	+$36.6K	2	0.05%	Increased
2317	HIC Holderness Investments Company Greensboro, North Carolina	$1.29M	+$911K	2	0.22%	Increased
2318	MWM Mascagni Wealth Management Clinton, Mississippi	$1.29M	-$127K	1	0.8%	Reduced
2319	YWS Yarger Wealth Strategies Westerville, Ohio	$1.29M	+$146K	3	0.46%	Increased
2320	SPF South Plains Financial Lubbock, Texas	$1.29M	+$310K	2	0.69%	Increased
2321	LCWP Legacy Capital Wealth Partners Little Rock, Arkansas	$1.29M	+$57.7K	2	0.25%	Increased
2322	WFAG Worth Financial Advisory Group Charlotte, North Carolina	$1.29M	+$1.39M	3	0.54%	New
2323	CL CSS LLC Chicago, Illinois	$1.29M	+$309K	1	0.05%	Increased
2324	SIAG Safeguard Investment Advisory Group Corona, California	$1.28M	+$162K	2	0.3%	Increased
2325	CFG Carr Financial Group Worcester, Massachusetts	$1.28M	-$125K	2	0.3%	Reduced