← 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
2226
SM
Sweeney & Michel
California
$420K +$264K 1 0.11% New
2227
SLC
Second Line Capital
Louisiana
$420K -$5.49K 1 0.08% Reduced
2228
LW
Lauer Wealth
Indiana
$420K +$272K 1 0.25% New
2229
Cannell & Spears
Cannell & Spears
New York
$420K +$282K 1 0.01% New
2230
WLIM
White Lighthouse Investment Management
Massachusetts
$419K -$12.1K 1 0.05% Reduced
2231
WA
Wealth Architects
California
$419K +$281K 1 0.03% New
2232
Chilton Investment Company
Chilton Investment Company
Connecticut
$418K +$281K 1 0.01% New
2233
AGC
August Group Capital
$418K +$281K 1 0.46% New
2234
B
Bayban
Minnesota
$418K $0 1 0.32% Maintained
2235
FEM
Fulcrum Equity Management
Texas
$417K +$280K 1 0.31% New
2236
KWM
Kingsman Wealth Management
Florida
$415K -$44.2K 1 0.19% Reduced
2237
DAM
Directional Asset Management
Illinois
$413K +$277K 1 0.35% New
2238
AWP
Abacus Wealth Partners
California
$412K -$110K 1 0.04% Reduced
2239
CWM
Core Wealth Management
Florida
$411K +$276K 1 0.12% New
2240
EWA
Emergent Wealth Advisors
New York
$410K -$21.5K 1 0.21% Reduced
2241
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$409K -$1.19M 1 0% Reduced
2242
CWA
Cascade Wealth Advisors
Washington
$408K $0 1 0.16% Maintained
2243
ORC
O'Rourke & Company
Massachusetts
$407K +$273K 1 0.14% New
2244
SRS
Strong Retirement Solutions
Washington
$406K -$58.6K 1 0.24% Reduced
2245
GWM
Greenwich Wealth Management
Connecticut
$405K +$272K 1 0.01% New
2246
BMC
Benin Management Corp
Connecticut
$404K +$271K 1 0.08% New
2247
OPWM
Oakwell Private Wealth Management
Texas
$404K +$271K 1 0.07% New
2248
AWAG
ARS Wealth Advisors Group
Florida
$402K +$270K 1 0.03% New
2249
PRP
Peak Retirement Planning
Ohio
$402K +$270K 1 0.06% New
2250
SC
Sepio Capital
Utah
$401K -$21.3K 1 0.02% Reduced