← 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
2351	CFO CVA Family Office Denver, Colorado	$2K	$0	1	0%	Maintained
2352	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$2K	+$2.43K	1	0%	New
2353	DWMG DB Wealth Management Group San Diego, California	$2K	+$1.79K	1	0%	New
2354	DI Disciplined Investments Tulsa, Oklahoma	$2K	$0	1	0%	Maintained
2355	LWA Lowe Wealth Advisors Columbia, Maryland	$2K	$0	1	0%	Maintained
2356	MCM McMillion Capital Management Greensboro, North Carolina	$2K	+$1.7K	1	0%	New
2357	NC NewSquare Capital Newtown Square, Pennsylvania	$2K	+$716	2	0%	Increased
2358	VRM Vectors Research Management New York	$2K	-$10.9K	1	0%	Reduced
2359	Wolverine Asset Management Chicago, Illinois	$2K	-$262K	1	0%	Reduced
2360	BWA Burt Wealth Advisors North Bethesda, Maryland	$1K	$0	1	0%	Maintained
2361	HFA Hoover Financial Advisors Malvern, Pennsylvania	$1K	+$1.07K	1	0%	New
2362	TAM Tucker Asset Management Littleton, Colorado	$445	+$486	1	0%	New
2363	BIP Blueprint Investment Partners Greensboro, North Carolina	$209	-$228K	1	0.17%	Reduced
2364	22CM 20/20 Capital Management Costa Mesa, California	$0	-$206K	0	–	Closed
2365	Accredited Investors Edina, Minnesota	$0	-$211K	0	–	Closed
2366	AWM Adams Wealth Management Logan, Utah	$0	-$1K	0	–	Closed
2367	Advisory Alpha Holland, Michigan	$0	-$24K	0	–	Closed
2368	AL AJO LP Philadelphia, Pennsylvania	$0	-$417K	0	–	Closed
2369	AAM Alken Asset Management London, United Kingdom	$0	-$1.16M	0	–	Closed
2370	AIP Almanack Investment Partners Wayne, Pennsylvania	$0	-$247K	0	–	Closed
2371	AOWM Alpha Omega Wealth Management Richmond, Virginia	$0	-$207K	0	–	Closed
2372	Alpha Wave Global New York	$0	-$20.3M	0	–	Closed
2373	AW Alpha Windward Westwood, Massachusetts	$0	-$401K	0	–	Closed
2374	ACM Argent Capital Management St Louis, Missouri	$0	-$1.55M	0	–	Closed
2375	AAM Ascension Asset Management New York	$0	-$1.24M	0	–	Closed