← 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
1926	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$4K	+$3.53K	1	0%	New
1927	ADL Asset Dedication LLC San Francisco, California	$3K	$0	1	0%	Maintained
1928	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$3K	+$2.47K	1	0%	New
1929	LAS Lloyd Advisory Services Suwanee, Georgia	$3K	$0	1	0%	Maintained
1930	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$3K	+$2.53K	1	0%	New
1931	PG Proffitt & Goodson Knoxville, Tennessee	$3K	$0	1	0%	Maintained
1932	CIM Contravisory Investment Management Norwell, Massachusetts	$2K	-$112K	1	0%	Reduced
1933	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$2K	$0	1	0%	Maintained
1934	NC NewSquare Capital Newtown Square, Pennsylvania	$2K	+$2.16K	2	0%	New
1935	PCFFS Pacific Center for Financial Services San Ramon, California	$2K	$0	1	0%	Maintained
1936	BWA Burt Wealth Advisors North Bethesda, Maryland	$1K	+$842	1	0%	New
1937	DI Disciplined Investments Tulsa, Oklahoma	$1K	$0	1	0%	Maintained
1938	FWM Filbrandt Wealth Management Middleton, Wisconsin	$1K	+$179	1	0%	Increased
1939	LWA Lowe Wealth Advisors Columbia, Maryland	$1K	$0	1	0%	Maintained
1940	TFA Transamerica Financial Advisors St. Petersburg, Florida	$1K	+$337	1	0%	New
1941	UFF USA Financial Formulas Ada, Michigan	$1K	+$674	1	0%	New
1942	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$0	-$110K	0	–	Closed
1943	Advisory Alpha Holland, Michigan	$0	-$1.67K	0	–	Closed
1944	AIM Aigen Investment Management New York	$0	-$3.47M	0	–	Closed
1945	AL AJO LP Philadelphia, Pennsylvania	$0	-$24.1M	0	–	Closed
1946	AF Ally Financial Detroit, Michigan	$0	-$4.61M	0	–	Closed
1947	AlphaCore Capital La Jolla, California	$0	-$51K	0	–	Closed
1948	AC AMS Capital Sao Paulo, Brazil	$0	-$12.9M	0	–	Closed
1949	Aptus Capital Advisors Fairhope, Alabama	$0	-$114K	0	–	Closed
1950	ACM Arlington Capital Management Arlington Heights, Illinois	$0	-$1.19M	0	–	Closed