← 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
2526	VWM Valley Wealth Managers Paramus, New Jersey	$3.85K	+$4.23K	1	0%	New
2527	SC Stephens Consulting Flint, Michigan	$3.74K	$0	2	0%	Maintained
2528	RIM Ranger Investment Management Dallas, Texas	$3.71K	$0	1	0%	Maintained
2529	SSC Syverson Strege & Co West Des Moines, Iowa	$3.71K	$0	1	0%	Maintained
2530	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$3.21K	$0	1	0%	Maintained
2531	Independent Advisor Alliance Charlotte, North Carolina	$3.11K	-$2.13M	2	0%	Reduced
2532	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$3.11K	$0	1	0%	Maintained
2533	BG Bollard Group Boston, Massachusetts	$3K	$0	1	0%	Maintained
2534	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$3K	$0	1	0%	Maintained
2535	Sageworth Trust Lancaster, Pennsylvania	$3K	+$584	1	0%	Increased
2536	DF DecisionPoint Financial Mesa, Arizona	$2.87K	+$3.05K	2	0%	New
2537	IWP IAG Wealth Partners Waukesha, Wisconsin	$2.65K	-$8.46K	1	0%	Reduced
2538	TCM TD Capital Management Memphis, Tennessee	$2.65K	$0	1	0%	Maintained
2539	ACP Arcus Capital Partners Atlanta, Georgia	$2.52K	+$2.77K	1	0%	New
2540	LWA Lowe Wealth Advisors Columbia, Maryland	$2.39K	$0	1	0%	Maintained
2541	MWA Miller Wealth Advisors Ridgeway, Colorado	$2K	$0	1	0%	Maintained
2542	CB Centennial Bank Conway, Arkansas	$1.99K	+$2.19K	1	0%	New
2543	FA Financial Avengers Oakland, California	$1.99K	+$2.19K	1	0%	New
2544	CTC (Chicago Trading Company) Chicago, Illinois	$1.94K	-$2.68K	1	0%	Reduced
2545	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$1.86K	+$2.04K	1	0%	New
2546	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$1.47K	$0	2	0%	Maintained
2547	PP PFS Partners Mine Hill, New Jersey	$1.27K	$0	1	0%	Maintained
2548	HS Horan Securities Cincinnati, United States	$1.25K	+$146	3	0%	Increased
2549	AW Avion Wealth The Woodlands, Texas	$1K	$0	1	0%	Maintained
2550	JIR James Investment Research Alpha, Ohio	$1K	$0	1	0%	Maintained