← 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
1701	FWM FSA Wealth Management Needham, Massachusetts	$41K	+$39.2K	1	0.03%	New
1702	KIG Kessler Investment Group Columbus, Indiana	$41K	$0	1	0.04%	Maintained
1703	LWM Liberty Wealth Management Oakland, California	$41K	+$21.2K	1	0.03%	Increased
1704	Wolverine Asset Management Chicago, Illinois	$41K	$0	1	0%	Maintained
1705	DAM Delta Asset Management Memphis, Tennessee	$40K	$0	2	0.01%	Maintained
1706	HR Howe & Rusling Rochester, New York	$39K	$0	1	0.01%	Maintained
1707	KFS Kelly Financial Services Braintree, Massachusetts	$38.9K	$0	2	0.03%	Maintained
1708	ADL Asset Dedication LLC San Francisco, California	$37K	+$25.9K	1	0.01%	Increased
1709	SCA Stonebridge Capital Advisors St Paul, Minnesota	$37K	+$15.1K	2	0.01%	Increased
1710	TF TimeScale Financial Danvers, Massachusetts	$37K	$0	2	0.01%	Maintained
1711	AWM Avondale Wealth Management West Lake Hills, Texas	$36K	$0	2	0.05%	Maintained
1712	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$34K	$0	1	0.01%	Maintained
1713	CI Cordant Inc Portland, Oregon	$34K	+$32K	2	0.03%	New
1714	RG Retirement Group San Diego, California	$34K	+$32.3K	1	0.02%	New
1715	AA Argent Advisors Monroe, Louisiana	$33K	+$29.6K	1	0.02%	New
1716	APC Aspire Private Capital Cornelius, North Carolina	$33K	$0	1	0.01%	Maintained
1717	JWM Janiczek Wealth Management Denver, Colorado	$33K	$0	1	0.01%	Maintained
1718	VCS Vaughan & Co Securities Ridgewood, New Jersey	$32.2K	+$31K	1	0.03%	New
1719	EWP Engrave Wealth Partners The Woodlands, Texas	$32K	+$31.7K	1	0.03%	New
1720	PWP Personal Wealth Partners Bloomington, Minnesota	$32K	$0	1	0.01%	Maintained
1721	WCG Weaver Consulting Group Huntington Beach, California	$32K	+$5.27K	2	0.02%	Increased
1722	CHC City Holding Co Charleston, West Virginia	$29K	$0	1	0.01%	Maintained
1723	CA Crewe Advisors Salt Lake City, Utah	$29K	$0	1	0.01%	Maintained
1724	VEA Virtus ETF Advisers New York	$29K	+$26.6K	1	0%	New
1725	BWM BerganKDV Wealth Management Bloomington, Minnesota	$27K	+$26K	2	0%	New