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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
3626	Balentine LLC Atlanta, Georgia	$449K	+$19.1K	1	0.02%	Increased
3627	Willow Creek Wealth Management Sebastopol, California	$447K	-$9.26K	1	0.17%	Reduced
3628	CFO Colony Family Offices Charlotte, North Carolina	$446K	+$439K	1	0.42%	New
3629	Sovereign Financial Group Stamford, Connecticut	$444K	+$393K	2	0.32%	New
3630	Lenox Wealth Advisors New York	$443K	+$20.8K	11	0.06%	Increased
3631	AWM Altus Wealth Management Ft Mitchell, Kentucky	$441K	$0	2	0.34%	Maintained
3632	Armbruster Capital Management Pittsford, New York	$441K	$0	2	0.15%	Maintained
3633	DAM Draper Asset Management Smithtown, New York	$436K	+$331K	1	0.44%	New
3634	JFS JD Financial Services Carlisle, Pennsylvania	$436K	+$395K	1	0.48%	New
3635	BAM Beaumont Asset Management Beaumont, Texas	$435K	-$910K	1	0.39%	Reduced
3636	PSC Prentiss Smith & Co Brattleboro, Vermont	$434K	-$17K	1	0.21%	Reduced
3637	IFO Independent Family Office Albany, New York	$433K	$0	2	0.18%	Maintained
3638	IF IRON Financial Northbrook, Illinois	$432K	+$375K	2	0.22%	New
3639	Bridgeworth Birmingham, Alabama	$429K	-$31.5K	2	0.14%	Reduced
3640	EPP ETF Portfolio Partners Leawood, Kansas	$428K	$0	1	0.2%	Maintained
3641	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$428K	$0	1	0.22%	Maintained
3642	ARTA A.R.T. Advisors New York	$427K	+$384K	1	1.98%	New
3643	Impax Asset Management Group London, United Kingdom	$427K	+$417K	1	0%	New
3644	EE EWG Elevate Roseville, California	$426K	+$383K	1	0.2%	New
3645	SFP Sterling Financial Planning Sparta, New Jersey	$426K	+$395K	7	0.34%	New
3646	TCWM Total Clarity Wealth Management St. Charles, Illinois	$426K	+$385K	2	0.3%	New
3647	Raffa Wealth Management Washington, District of Columbia	$425K	-$6.64K	23	0.15%	Reduced
3648	AFA Atlanta Financial Associates Atlanta, Georgia	$422K	+$225K	2	0.2%	Increased
3649	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$421K	+$196K	2	0.22%	Increased
3650	FP Fiduciary Planning Englewood, Florida	$418K	+$324K	7	0.59%	Increased