← 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
1226	VCM Versant Capital Management Phoenix, Arizona	$26K	+$3.32K	2	0.01%	Increased
1227	Bartlett & Co Cincinnati, Ohio	$25K	$0	1	0%	Maintained
1228	CA Crewe Advisors Salt Lake City, Utah	$25K	+$23K	1	0.02%	New
1229	NWM Northwest Wealth Management Spencer, Iowa	$25K	$0	1	0.02%	Maintained
1230	Bartlett & Co Wealth Management Cincinnati, Ohio	$24.6K	$0	1	0%	Maintained
1231	CHC City Holding Co Charleston, West Virginia	$24K	$0	1	0.01%	Maintained
1232	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$24K	$0	1	0.02%	Maintained
1233	AC Avestar Capital New York	$23K	+$23.4K	2	0.01%	Increased
1234	Avior Wealth Management Omaha, Nebraska	$23K	-$1.53K	1	0.01%	Reduced
1235	VEA Virtus ETF Advisers New York	$23K	$0	1	0.02%	Maintained
1236	CI Global Investments Oakland, California	$22K	+$2.55K	1	0%	Increased
1237	BWM Baystate Wealth Management Boston, Massachusetts	$21K	+$6.38K	1	0%	Increased
1238	FGAM Financial Gravity Asset Management Lakeway, Texas	$21K	+$17.5K	2	0.02%	Increased
1239	GWS Glassman Wealth Services Vienna, Virginia	$20K	+$3.21K	2	0.01%	Increased
1240	Global Retirement Partners San Rafael, California	$20K	+$12.7K	2	0.01%	Increased
1241	LF Lee Financial Dallas, Texas	$20K	+$893	1	0%	Increased
1242	ADL Asset Dedication LLC San Francisco, California	$19K	$0	1	0.01%	Maintained
1243	Harding Loevner Bridgewater, New Jersey	$18K	$0	1	0%	Maintained
1244	KJWM Kiley Juergens Wealth Management Olympia, Washington	$17K	+$16.6K	1	0.02%	New
1245	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$17K	-$5.49K	1	0.01%	Reduced
1246	RIM Ranger Investment Management Dallas, Texas	$17K	$0	1	0%	Maintained
1247	CWA Clarus Wealth Advisors Peoria, Arizona	$16K	+$18K	1	0.01%	New
1248	AIM Arcadia Investment Management Kalamazoo, Michigan	$15K	$0	1	0%	Maintained
1249	CWM Cedar Wealth Management Walnut Creek, California	$15K	+$14.2K	1	0.01%	New
1250	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$15K	$0	1	0.01%	Maintained