← 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
2351	HFS Howard Financial Services Dallas, Texas	$246K	-$97.6K	1	0.09%	Reduced
2352	PCA Providence Capital Advisors Charlotte, North Carolina	$246K	+$3.86K	2	0.08%	Increased
2353	TWM Titus Wealth Management Larskpur, California	$245K	+$238K	1	0.13%	New
2354	CF Corrigan Financial Middletown, Rhode Island	$244K	$0	1	0.07%	Maintained
2355	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$244K	+$228K	1	0.25%	New
2356	RWI Red Wave Investments Dillsburg, Pennsylvania	$244K	$0	1	0.09%	Maintained
2357	CHP Cable Hill Partners Portland, Oregon	$242K	+$227K	1	0.06%	New
2358	PCMC Private Capital Management (Colorado) Denver, Colorado	$242K	-$12.4K	1	0.1%	Reduced
2359	RWG Ratio Wealth Group Denver, Colorado	$241K	+$226K	1	0.08%	New
2360	Accredited Investors Edina, Minnesota	$240K	+$10.9K	1	0.03%	Increased
2361	BBCM Boardman Bay Capital Management New York	$239K	+$243K	1	0.42%	New
2362	SHA Seneca House Advisors Richmond, Virginia	$239K	-$65.3K	1	0.14%	Reduced
2363	CSPIA Cary Street Partners Investment Advisory Richmond, Virginia	$238K	+$12.7K	1	0.08%	Increased
2364	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$237K	+$48.7K	3	0.07%	Increased
2365	DAM Diamant Asset Management Ridgefield, Connecticut	$236K	+$221K	1	0.2%	New
2366	IIA ICW Investment Advisors Scottsdale, Arizona	$236K	+$221K	1	0.15%	New
2367	World Investment Advisors Santa Barbara, California	$235K	+$3.81K	1	0.05%	Increased
2368	OWA Outlook Wealth Advisors Shenandoah, Texas	$234K	-$26.9K	1	0.08%	Reduced
2369	JWM Jackson Wealth Management Lake Mary, Florida	$233K	+$7.05M	2	2.82%	Increased
2370	PAG Private Advisory Group Redmond, Washington	$233K	+$218K	1	0.06%	New
2371	Thompson Siegel & Walmsley Richmond, Virginia	$233K	+$132K	1	0%	Increased
2372	AWM Accurate Wealth Management Wesley Chapel, Florida	$231K	+$212K	1	0.2%	New
2373	SAM Seelaus Asset Management Chatham, New Jersey	$231K	$0	1	0.14%	Maintained
2374	BFC Bedel Financial Consulting Indianapolis, Indiana	$230K	-$1.91K	4	0.08%	Reduced
2375	Welch Group Birmingham, Alabama	$230K	+$215K	1	0.02%	New