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Defense Modernization

Defense modernization covers the rearmament and technology refresh underway as governments raise military budgets and restock depleted inventories. Contracts are long, funded, and relatively insensitive to the economic cycle.

163 stocks

Defense Tech & C4ISR Drones & Counter-Drone Military Shipbuilding Munitions Restocking

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2876	Arax Advisory Partners Denver, Colorado	$810K	-$69K	10	0.32%	Reduced
2877	LG Leuthold Group Minneapolis, Minnesota	$809K	-$6.33M	2	0.12%	Reduced
2878	V VeraBank Henderson, Texas	$805K	+$918K	2	0.87%	New
2879	Aptus Capital Advisors Fairhope, Alabama	$804K	+$859K	3	0.21%	New
2880	Avidian Wealth Enterprises Houston, Texas	$803K	-$478K	3	0.28%	Reduced
2881	NWM Northwest Wealth Management Spencer, Iowa	$801K	-$45.7K	8	0.68%	Reduced
2882	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$799K	-$318K	3	0.73%	Reduced
2883	DLHL Donald L. Hagan LLC Sarasota, Florida	$797K	-$15.2K	2	0.74%	Reduced
2884	FA Financial Advisors Andover, Massachusetts	$795K	+$956K	2	0.65%	New
2885	Sageworth Trust Lancaster, Pennsylvania	$793K	-$3.3K	9	0.11%	Reduced
2886	DIS Diversified Investment Strategies Baton Rouge, Louisiana	$790K	-$22.5K	1	0.81%	Reduced
2887	CC Cognios Capital Leawood, Kansas	$789K	-$4.17M	1	0.32%	Reduced
2888	FBT First Bank & Trust Brookings, South Dakota	$785K	-$32.8K	7	0.67%	Reduced
2889	SAM Shikiar Asset Management New York	$783K	-$59.1K	2	0.41%	Reduced
2890	BFG Bouchey Financial Group Troy, New York	$778K	+$342K	2	0.22%	Increased
2891	SSP Sapphire Star Partners Redmond, Washington	$777K	-$44.2K	2	1.04%	Reduced
2892	ACP Aveo Capital Partners Englewood, Colorado	$776K	-$201K	1	0.39%	Reduced
2893	WAG Winthrop Advisory Group Boston, Massachusetts	$772K	-$57.2K	2	0.39%	Reduced
2894	CX Institutional Auburn, Indiana	$771K	+$239K	8	0.16%	Increased
2895	IWS Insight Wealth Strategies San Ramon, California	$769K	+$876K	2	0.24%	New
2896	WAS Winch Advisory Services Appleton, Wisconsin	$766K	+$18.8K	9	0.43%	Increased
2897	FWCM First Western Capital Management Los Angeles, California	$764K	-$895K	2	6.94%	Reduced
2898	AHC Anderson Hoagland & Co St Louis, Missouri	$763K	$0	1	0.54%	Maintained
2899	LI Lafayette Investments Ashton, Maryland	$763K	+$360K	3	0.31%	Increased
2900	QOP Quinn Opportunity Partners Charlottesville, Virginia	$758K	+$684K	3	0.11%	Increased