← 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
1551	BAM Bruderman Asset Management Locust Valley, New York	$10K	$0	1	0%	Maintained
1552	IRC Investors Research Corp Atlanta, Georgia	$10K	+$10.2K	1	0.01%	New
1553	MCM MV Capital Management Bethesda, Maryland	$10K	$0	1	0%	Maintained
1554	OFW Omnia Family Wealth Aventura, Florida	$10K	$0	2	0.01%	Maintained
1555	PK Pflug Koory Omaha, Nebraska	$10K	$0	1	0.01%	Maintained
1556	TIM Tortoise Investment Management White Plains, New York	$10K	+$7.06K	2	0%	Increased
1557	LGWM Litman Gregory Wealth Management Larkspur, California	$9K	$0	1	0%	Maintained
1558	MAM Marquette Asset Management Minneapolis, Minnesota	$9K	+$8.99K	1	0%	New
1559	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$8K	+$4.34K	2	0.01%	Increased
1560	AIL AGF Investments LLC Toronto, Ontario, Canada	$8K	-$15.4K	1	0%	Reduced
1561	Benjamin Edwards Inc Clayton, Missouri	$8K	+$8.21K	1	0.04%	New
1562	PCM Princeton Capital Management Red Bank, New Jersey	$8K	$0	1	0%	Maintained
1563	VCM Vigilant Capital Management Portland, Maine	$8K	+$7.75K	1	0%	New
1564	BMM Buffington Mohr McNeal Boise, Idaho	$7K	+$7.13K	1	0%	New
1565	VRM Vectors Research Management New York	$7K	+$6.97K	1	0%	New
1566	Shelton Capital Management Denver, Colorado	$6.72K	-$645K	1	0.03%	Reduced
1567	KL KWMG LLC Overland Park, Kansas	$5K	$0	1	0%	Maintained
1568	LWA Lowe Wealth Advisors Columbia, Maryland	$5K	$0	2	0%	Maintained
1569	Advisory Alpha Holland, Michigan	$4.59K	+$4.42K	2	0%	New
1570	LPWM Lake Point Wealth Management Rockwall, Texas	$4K	-$17.5K	2	0%	Reduced
1571	LFG LifePlan Financial Group Dayton, Ohio	$4K	$0	1	0%	Maintained
1572	AIC Archer Investment Corporation Carmel, Indiana	$3K	$0	1	0%	Maintained
1573	CIA CSat Investment Advisory Detroit, Michigan	$3K	-$310	1	0%	Reduced
1574	PGAM Princeton Global Asset Management Princeton, New Jersey	$3K	+$3.1K	1	0%	New
1575	PG Proffitt & Goodson Knoxville, Tennessee	$3K	$0	1	0%	Maintained