← 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
2576	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$10K	+$9.14K	1	0%	New
2577	GPA Guidance Point Advisors Wellesley, Massachusetts	$10K	+$10.9K	2	0%	New
2578	RTL Red Tortoise LLC Atlanta, Georgia	$10K	+$16K	2	0.01%	New
2579	YAL Your Advocates Ltd Houston, Texas	$10K	+$9.12K	2	0.01%	New
2580	MWA Moser Wealth Advisors Bellevue, Washington	$9K	$0	1	0.01%	Maintained
2581	SL Savior LLC Wellesley Hills, Massachusetts	$9K	-$185K	1	0.01%	Reduced
2582	SSC Syverson Strege & Co West Des Moines, Iowa	$9K	+$1.27K	2	0.01%	Increased
2583	BA Bellwether Advisors Lincoln, Nebraska	$8K	-$4.87K	1	0%	Reduced
2584	BCM Bourgeon Capital Management Darien, Connecticut	$8K	-$439	2	0%	Reduced
2585	RIM Ranger Investment Management Dallas, Texas	$8K	$0	1	0%	Maintained
2586	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$7K	-$8.13K	1	0%	Reduced
2587	IWP IAG Wealth Partners Waukesha, Wisconsin	$6K	$0	1	0%	Maintained
2588	LPWM Lake Point Wealth Management Rockwall, Texas	$6K	+$1.27K	2	0%	Increased
2589	FEG Financial Enhancement Group Anderson, Indiana	$5K	$0	1	0%	Maintained
2590	JIR James Investment Research Alpha, Ohio	$5K	$0	1	0%	Maintained
2591	LWA Lowe Wealth Advisors Columbia, Maryland	$5K	+$2.54K	1	0%	Increased
2592	Sageworth Trust Lancaster, Pennsylvania	$5K	-$12.7K	1	0%	Reduced
2593	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$5K	$0	1	0%	Maintained
2594	RAM Riggs Asset Management Dallas, Pennsylvania	$4K	$0	1	0%	Maintained
2595	DI Disciplined Investments Tulsa, Oklahoma	$3K	+$508	1	0%	Increased
2596	CFO CVA Family Office Denver, Colorado	$2K	-$464K	1	0%	Reduced
2597	DWMG DB Wealth Management Group San Diego, California	$2K	$0	1	0%	Maintained
2598	HWM HighMark Wealth Management St. Paul, Minnesota	$2K	-$1.82K	1	0%	Reduced
2599	IPW IronBridge Private Wealth Austin, Texas	$2K	+$1.78K	1	0%	New
2600	AFS Annapolis Financial Services Annapolis, Maryland	$1K	$0	2	0%	Maintained