← 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
1351	PS Portfolio Strategies Monsey, New York	$10K	+$9.46K	1	0.01%	New
1352	LGWM Litman Gregory Wealth Management Larkspur, California	$9K	$0	1	0%	Maintained
1353	WA WealthTrust-Arizona Scottsdale, Arizona	$8K	$0	1	0%	Maintained
1354	Altshuler Shaham Tel Aviv, Israel	$7K	+$6.97K	1	0%	New
1355	Brinker Capital Investments Berwyn, Pennsylvania	$7K	+$6.97K	1	0%	New
1356	CJA C-J Advisory San Jose, California	$7K	-$1.63K	1	0%	Reduced
1357	ICM IMS Capital Management Portland, Oregon	$7K	+$6.43K	1	0%	New
1358	AIM Anchor Investment Management Columbia, South Carolina	$6.68K	$0	1	0%	Maintained
1359	AWM AllSquare Wealth Management Albany, New York	$6K	$0	1	0%	Maintained
1360	LWA Lowe Wealth Advisors Columbia, Maryland	$6K	+$4.83K	2	0%	New
1361	PSC Prentiss Smith & Co Brattleboro, Vermont	$6K	$0	1	0%	Maintained
1362	BA Ballew Advisors Jackson, Mississippi	$5K	+$5.18K	2	0%	New
1363	KL KWMG LLC Overland Park, Kansas	$5K	$0	1	0%	Maintained
1364	LFG LifePlan Financial Group Dayton, Ohio	$4K	$0	1	0%	Maintained
1365	OFW Omnia Family Wealth Aventura, Florida	$4K	$0	1	0%	Maintained
1366	TNBTD Trustmark National Bank Trust Department Jackson, Mississippi	$4K	+$3.74K	2	0%	New
1367	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$3K	$0	1	0%	Maintained
1368	PG Proffitt & Goodson Knoxville, Tennessee	$3K	+$2.67K	1	0%	New
1369	SFM Signet Financial Management Parsippany, New Jersey	$3K	$0	1	0%	Maintained
1370	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$3K	$0	1	0%	Maintained
1371	CIA CSat Investment Advisory Detroit, Michigan	$2K	-$148	1	0%	Reduced
1372	GCM Gables Capital Management Miami, Florida	$2K	$0	1	0%	Maintained
1373	OTC Opera Trading Capital Paris, France	$2K	$0	1	0%	Maintained
1374	PCFFS Pacific Center for Financial Services San Ramon, California	$2K	$0	1	0%	Maintained
1375	TIM Tortoise Investment Management White Plains, New York	$2K	-$3.78K	1	0%	Reduced