← 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
901	LYV Live Your Vision West Conshohocken, Pennsylvania	$16K	$0	1	0.01%	Maintained
902	RAM Riggs Asset Management Dallas, Pennsylvania	$16K	+$16K	1	0.01%	New
903	AC Alexandria Capital Arlington, Virginia	$15K	-$349	2	0%	Reduced
904	IP Isthmus Partners Madison, Wisconsin	$15K	$0	1	0%	Maintained
905	Avior Wealth Management Omaha, Nebraska	$14K	+$12.4K	1	0%	Increased
906	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$14K	+$80	1	0.01%	Increased
907	VCM Versant Capital Management Phoenix, Arizona	$14K	$0	2	0.01%	Maintained
908	CHP Cable Hill Partners Portland, Oregon	$13K	$0	1	0.01%	Maintained
909	MFW Mosaic Family Wealth St. Louis, Missouri	$13K	-$91K	1	0.01%	Reduced
910	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$12K	-$2.56K	1	0.01%	Reduced
911	OFW Omnia Family Wealth Aventura, Florida	$12K	-$2.8K	2	0.01%	Reduced
912	PA Perennial Advisors New York	$12K	$0	1	0.01%	Maintained
913	WA WealthTrust-Arizona Scottsdale, Arizona	$12K	$0	1	0.01%	Maintained
914	GWS Glassman Wealth Services Vienna, Virginia	$11K	+$7.19K	1	0.01%	Increased
915	Geneos Wealth Management Englewood, Colorado	$10K	-$2K	1	0%	Reduced
916	MAM Meeder Asset Management Dublin, Ohio	$10K	+$9.41K	1	0%	New
917	RIM Ranger Investment Management Dallas, Texas	$10K	-$1.36K	1	0%	Reduced
918	AIM Arcadia Investment Management Kalamazoo, Michigan	$9K	+$8.63K	1	0%	New
919	FCB First Command Bank Fort Worth, Texas	$9K	+$9.42K	1	0.01%	New
920	FCFS First Command Financial Services Fort Worth, Texas	$9K	+$9.42K	1	0.01%	New
921	MassMutual Private Wealth & Trust Windsor, Connecticut	$8.13K	+$2.47K	2	0%	Increased
922	CJA C-J Advisory San Jose, California	$8K	$0	1	0.01%	Maintained
923	FPS Fieldpoint Private Securities Greenwich, Connecticut	$8K	+$7.99K	1	0.01%	New
924	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$8K	+$7.99K	1	0%	New
925	NSB Norway Savings Bank Portland, Maine	$8K	$0	1	0.01%	Maintained