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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
2926	PWPS Pinnacle Wealth Planning Services Mansfield, Ohio	$493K	+$471K	4	1%	New
2927	IF IRON Financial Northbrook, Illinois	$492K	+$226K	2	0.34%	Increased
2928	SBA Seven Bridges Advisors New York	$490K	-$410K	1	0.4%	Reduced
2929	SWM Sanctuary Wealth Management Pocatello, Idaho	$489K	+$449K	1	0.45%	New
2930	AC Addison Capital Conshohocken, Pennsylvania	$484K	-$359K	2	0.38%	Reduced
2931	FPIS Financial Planning & Information Services De Pere, Wisconsin	$484K	$0	1	0.16%	Maintained
2932	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$481K	+$549K	1	0.29%	New
2933	SCM Stordahl Capital Management Greenwood Village, Colorado	$481K	+$455K	2	0.23%	New
2934	AIP Almanack Investment Partners Wayne, Pennsylvania	$480K	+$159K	3	0.19%	Increased
2935	P8IP Pier 88 Investment Partners San Francisco, California	$473K	+$371K	1	0.18%	Increased
2936	AFA Arlington Financial Advisors Santa Barbara, California	$470K	+$572K	1	0.22%	New
2937	FFS Founders Financial Securities Towson, Maryland	$470K	+$4.16K	1	0.16%	Increased
2938	FC Fairpointe Capital Chicago, Illinois	$469K	+$536K	1	0.01%	New
2939	BIA BHK Investment Advisors Birmingham, Alabama	$464K	+$484K	2	0.39%	New
2940	AWMG Alliance Wealth Management Group Flemington, New Jersey	$460K	-$520K	2	0.23%	Reduced
2941	ES Equitec Specialists Chicago, Illinois	$460K	+$520K	2	0.09%	New
2942	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$455K	-$84.6K	6	0.39%	Reduced
2943	TWM Titus Wealth Management Larskpur, California	$451K	+$515K	1	0.51%	New
2944	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$449K	-$131K	1	0.4%	Reduced
2945	DA DSC Advisors Chicago, Illinois	$445K	+$232K	2	0.26%	Increased
2946	GG GenWealth Group Maplewood, New Jersey	$437K	+$66.9K	1	0.22%	Increased
2947	SFG StrategIQ Financial Group Merrillville, Indiana	$435K	-$136K	2	0.17%	Reduced
2948	Edgewood Management Greenwich, Connecticut	$434K	$0	1	0%	Maintained
2949	HCM Horrell Capital Management Little Rock, Arkansas	$434K	$0	5	0.23%	Maintained
2950	EPP ETF Portfolio Partners Leawood, Kansas	$431K	$0	1	0.29%	Maintained