← All themes Cybersecurity

Agentic AI Security

Agentic AI security governs what autonomous software is permitted to do, and records what it did. Handing agents credentials and tools creates an attack surface that conventional controls were not designed for.

2 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1926
WGC
Watts Gwilliam & Co
Arizona
$249K -$1.85K 1 0.05% Reduced
1927
SFM
Signet Financial Management
New Jersey
$248K +$2.03K 1 0.03% Increased
1928
WAM
Wakefield Asset Management
Colorado
$248K +$269K 1 0.08% New
1929
JPG
Jordan Park Group
California
$248K $0 1 0.02% Maintained
1930
AHL
Abel Hall LLC
Louisiana
$247K +$268K 1 0.15% New
1931
WIM
Westside Investment Management
California
$247K +$36.8K 1 0.05% Increased
1932
MHWM
Montz Harcus Wealth Management
Louisiana
$247K -$33.3K 1 0.13% Reduced
1933
SWMP
Signature Wealth Management Partners
New Jersey
$246K $0 1 0.16% Maintained
1934
ICP
Impact Capital Partners
Colorado
$246K +$54K 1 0.09% Increased
1935
IA
Intellus Advisors
Florida
$246K +$49.2K 1 0.04% Increased
1936
MG
McHugh Group
Ohio
$246K $0 1 0.19% Maintained
1937
WA
Wealth Architects
California
$245K -$1.11K 1 0.03% Reduced
1938
APF
Alaska Permanent Fund
Alaska
$245K $0 1 0% Maintained
1939
EPW
Evergreen Private Wealth
Colorado
$245K -$370 1 0.11% Reduced
1940
UBV
United Bank (Virginia)
Virginia
$244K -$179K 1 0.03% Reduced
1941
MCA
Millennium Capital Advisors
Arkansas
$243K +$18.5K 1 0.18% Increased
1942
WF
Wayfinding Financial
Washington
$241K +$15.3K 1 0.11% Increased
1943
RIM
Rockbridge Investment Management
New York
$239K -$16.6K 1 0.03% Reduced
1944
WF
Whelan Financial
California
$237K +$41.8K 1 0.09% Increased
1945
CMS
Capital Market Strategies
Florida
$237K +$31.3K 1 0.16% Increased
1946
IIL
Insight Inv LLC
California
$236K +$3.38M 1 0.16% Increased
1947
CGA
Crescent Grove Advisors
Illinois
$236K +$44.9K 1 0.02% Increased
1948
BCM
Blume Capital Management
California
$236K +$5.92K 1 0.05% Increased
1949
VFG
Victory Financial Group
Texas
$236K +$254K 1 0.05% New
1950
PA
Perennial Advisors
New York
$235K +$255K 1 0.05% New