← 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
3051	LIWM Long Island Wealth Management Melville, New York	$29K	+$25.1K	2	0.02%	New
3052	AWM Atticus Wealth Management Palm Beach Gardens, Florida	$28.9K	$0	2	0.01%	Maintained
3053	AFS Annapolis Financial Services Annapolis, Maryland	$28.2K	-$304K	2	0.01%	Reduced
3054	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$27.8K	+$22.5K	4	0.01%	Increased
3055	BMC Bear Mountain Capital Seattle, Washington	$27.8K	+$23.7K	2	0.01%	New
3056	SA Scarborough Advisors Annapolis, Maryland	$26.6K	+$27.1K	2	0.01%	New
3057	CCC Chelsea Counsel Company Los Angeles, California	$26.6K	$0	1	0.01%	Maintained
3058	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$26.3K	$0	1	0.01%	Maintained
3059	PCC Park Circle Company Baltimore, Maryland	$26.2K	$0	2	0.02%	Maintained
3060	NMM Naples Money Management Naples, Florida	$26K	+$24.1K	2	0.02%	New
3061	DAC Dividend Assets Capital Ridgeland, South Carolina	$26K	$0	1	0.01%	Maintained
3062	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$26K	-$4.07K	1	0.02%	Reduced
3063	SRCM Signature Resources Capital Management Newport Beach, California	$25.5K	+$22K	1	0.02%	New
3064	SC Stephens Consulting Flint, Michigan	$24.8K	$0	3	0.01%	Maintained
3065	CIR Clear Investment Research Alpharetta, Georgia	$24.2K	+$21.3K	2	0.03%	New
3066	CHA Carmichael Hill & Associates Gaithersburg, Maryland	$24.2K	$0	2	0.01%	Maintained
3067	CMP Coston McIsaac & Partners Bar Harbor, Maine	$24K	$0	2	0.01%	Maintained
3068	BGAI Bruce G. Allen Investments Denver, Colorado	$23.9K	+$20.5K	3	0.02%	New
3069	PP PFS Partners Mine Hill, New Jersey	$23.7K	-$1.71K	2	0.02%	Reduced
3070	GFL Granite FO LLC Bedford, New Hampshire	$23.4K	$0	1	0.02%	Maintained
3071	SWM Sugarloaf Wealth Management Duluth, Georgia	$22.8K	$0	2	0.01%	Maintained
3072	PG Proffitt & Goodson Knoxville, Tennessee	$22.5K	-$1.18K	1	0%	Reduced
3073	LCS Levin Capital Strategies New York	$21.3K	+$16.7K	1	0%	New
3074	Stonehage Fleming Financial Services St. Helier, Jersey	$20.6K	-$92.3K	1	0%	Reduced
3075	WAG Wiser Advisor Group Phoenix, Arizona	$20.3K	+$17.4K	1	0.03%	New