← 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
1576	PCM Princeton Capital Management Red Bank, New Jersey	$8K	$0	1	0%	Maintained
1577	AP Atwood & Palmer Kansas City, Missouri	$7K	+$6.57K	1	0%	New
1578	FNBOSM First National Bank of South Miami South Miami, Florida	$7K	+$6.89K	1	0.01%	New
1579	PW Price Wealth Austin, Texas	$7K	+$6.89K	1	0%	New
1580	VRM Vectors Research Management New York	$7K	$0	1	0%	Maintained
1581	LWA Lowe Wealth Advisors Columbia, Maryland	$6K	$0	2	0%	Maintained
1582	PSC Piper Sandler & Co Minneapolis, Minnesota	$6K	+$5.96K	1	0.01%	New
1583	CFD Creative Financial Designs Kokomo, Indiana	$5K	-$12.5K	1	0%	Reduced
1584	LPWM Lake Point Wealth Management Rockwall, Texas	$4K	$0	2	0%	Maintained
1585	ADL Asset Dedication LLC San Francisco, California	$3K	-$31.3K	1	0%	Reduced
1586	LFG LifePlan Financial Group Dayton, Ohio	$3K	$0	1	0%	Maintained
1587	PG Proffitt & Goodson Knoxville, Tennessee	$3K	$0	1	0%	Maintained
1588	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$3K	+$3.13K	1	0%	New
1589	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$3K	$0	1	0%	Maintained
1590	AIC Archer Investment Corporation Carmel, Indiana	$2K	$0	1	0%	Maintained
1591	DPA Delphi Private Advisors San Diego, California	$2K	+$2.1K	1	0.01%	New
1592	PCFFS Pacific Center for Financial Services San Ramon, California	$2K	$0	1	0%	Maintained
1593	TCM Tradewinds Capital Management Bellingham, Washington	$2K	$0	1	0%	Maintained
1594	TFA Transamerica Financial Advisors St. Petersburg, Florida	$2K	+$1.41K	1	0%	New
1595	CIR Clear Investment Research Alpharetta, Georgia	$1K	$0	1	0%	Maintained
1596	AHB Abner Herrman & Brock Jersey City, New Jersey	$0	-$228K	0	–	Closed
1597	AGA Accuvest Global Advisors Provo, Utah	$0	-$692K	0	–	Closed
1598	Advisory Alpha Holland, Michigan	$0	-$4.59K	0	–	Closed
1599	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$0	-$167K	0	–	Closed
1600	AIL AGF Investments LLC Toronto, Ontario, Canada	$0	-$8K	0	–	Closed