← 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
2476	PWS Paragon Wealth Strategies Jacksonville, Florida	$24K	+$22.6K	1	0.01%	New
2477	PK Pflug Koory Omaha, Nebraska	$24K	$0	2	0.01%	Maintained
2478	CAM Costello Asset Management Feasterville, Pennsylvania	$21K	$0	1	0.01%	Maintained
2479	FNBOSM First National Bank of South Miami South Miami, Florida	$21K	+$5.76K	1	0.01%	Increased
2480	SC Steph & Co Marinette, Wisconsin	$21K	$0	1	0.01%	Maintained
2481	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$20K	+$17.3K	1	0.01%	New
2482	PP Pacifica Partners Surrey, Canada	$20K	-$2K	2	0.02%	Reduced
2483	PP PrairieView Partners St. Paul, Minnesota	$18K	$0	1	0%	Maintained
2484	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$17K	+$3.01K	3	0.01%	Increased
2485	Sageworth Trust Lancaster, Pennsylvania	$17K	$0	1	0%	Maintained
2486	AP Atwood & Palmer Kansas City, Missouri	$14K	$0	1	0%	Maintained
2487	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$14K	$0	1	0.01%	Maintained
2488	BA Bellwether Advisors Lincoln, Nebraska	$13K	+$14.7K	1	0%	New
2489	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$13K	+$9.25K	1	0.01%	Increased
2490	CMF Counterpoint Mutual Funds San Diego, California	$13K	+$13.2K	1	0.01%	New
2491	DWA Delos Wealth Advisors Dallas, Texas	$13K	+$11.3K	2	0.02%	New
2492	TCM TD Capital Management Memphis, Tennessee	$13K	$0	1	0%	Maintained
2493	TWP TFO Wealth Partners Maumee, Ohio	$11K	-$185K	1	0%	Reduced
2494	VRM Vectors Research Management New York	$11K	+$10.4K	1	0%	New
2495	ARMC American Research & Management Company Marion, Massachusetts	$10K	$0	1	0%	Maintained
2496	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$9K	$0	2	0%	Maintained
2497	BCM Bourgeon Capital Management Darien, Connecticut	$8K	$0	2	0%	Maintained
2498	MWA Moser Wealth Advisors Bellevue, Washington	$8K	$0	1	0.01%	Maintained
2499	AA AlphaMark Advisors Ft. Wright, Kentucky	$7K	$0	1	0%	Maintained
2500	LF Lee Financial Dallas, Texas	$7K	+$6.41K	3	0%	Increased