← 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
2376	IWA Inspirion Wealth Advisors Libertyville, Illinois	$231K	+$195K	1	0.05%	New
2377	CFA Cahill Financial Advisors Edina, Minnesota	$230K	+$216K	1	0.04%	New
2378	VF Vawter Financial Columbus, Ohio	$228K	+$193K	1	0.23%	New
2379	IP Ignite Planners San Clemente, California	$228K	+$201K	1	0.09%	New
2380	CWM Chesapeake Wealth Management Williamsburg, Virginia	$228K	+$213K	1	0.1%	New
2381	SFG SevenBridge Financial Group Harrisburg, Pennsylvania	$227K	+$192K	1	0.06%	New
2382	Choate Investment Advisors Boston, Massachusetts	$227K	+$192K	1	0.01%	New
2383	WP Westmount Partners Los Angeles, California	$226K	+$191K	1	0.1%	New
2384	PCA Peddock Capital Advisors Braintree, Massachusetts	$226K	+$191K	1	0.08%	New
2385	FRA Front Row Advisors Tiburon, California	$225K	$0	3	0.11%	Maintained
2386	FAM Forte Asset Management Bedford, New York	$225K	+$190K	1	0.15%	New
2387	YWM Yoder Wealth Management Walnut Creek, California	$224K	+$190K	1	0.19%	New
2388	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$224K	+$189K	1	0.13%	New
2389	AFS Annapolis Financial Services Annapolis, Maryland	$223K	-$118K	3	0.07%	Reduced
2390	BMM Buffington Mohr McNeal Boise, Idaho	$223K	+$189K	1	0.05%	New
2391	AGC Aspen Grove Capital Avon, Colorado	$223K	+$189K	1	0.1%	New
2392	PWP Phillips Wealth Planners Starkville, Mississippi	$223K	+$190K	1	0.29%	New
2393	MCM MV Capital Management Bethesda, Maryland	$222K	+$92.9K	2	0.03%	Increased
2394	IWN Independent Wealth Network Urbandale, Iowa	$222K	+$13.6K	1	0.14%	Increased
2395	LFA Landmark Financial Advisors Bowling Green, Kentucky	$222K	+$188K	1	0.1%	New
2396	B BP London, United Kingdom	$222K	+$191K	1	1.47%	New
2397	SAF Smith Anglin Financial Dallas, Texas	$222K	+$187K	1	0.03%	New
2398	OFG Oxford Financial Group Carmel, Indiana	$221K	+$187K	1	0.02%	New
2399	HCM Highview Capital Management Buffalo Grove, Illinois	$221K	-$144K	1	0.13%	Reduced
2400	PFG Prosperity Financial Group San Ramon, California	$221K	+$207K	1	0.22%	New