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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
3676	VFA Values First Advisors Gray, Tennessee	$584K	-$4.14K	1	0.4%	Reduced
3677	AW Avion Wealth The Woodlands, Texas	$583K	+$63.9K	7	0.18%	Increased
3678	WOSD WFA of San Diego San Diego, California	$583K	+$17.3K	2	0.45%	Increased
3679	FSA Financial Sense Advisors San Diego, California	$577K	+$233K	1	0.18%	Increased
3680	NCM Noesis Capital Mangement Boca Raton, Florida	$577K	-$957K	2	0.12%	Reduced
3681	VFP Verus Financial Partners Richmond, Virginia	$577K	-$767	2	0.09%	Reduced
3682	CTFG Capstone Triton Financial Group Oklahoma City, Oklahoma	$575K	+$138K	1	0.35%	Increased
3683	AWM Altus Wealth Management Ft Mitchell, Kentucky	$574K	+$8.87K	2	0.37%	Increased
3684	CFAM Center For Asset Management Palm Beach Gardens, Florida	$572K	-$242	2	0.49%	Reduced
3685	FRA Front Row Advisors Tiburon, California	$572K	-$282K	11	0.23%	Reduced
3686	FPIS Financial Planning & Information Services De Pere, Wisconsin	$570K	-$9.23K	1	0.17%	Reduced
3687	PC Provenire Capital Eden Prairie, Minnesota	$568K	-$294K	1	1.92%	Reduced
3688	NAMM NorthStar Asset Management (Massachusetts) Boston, Massachusetts	$568K	+$576K	1	0.15%	New
3689	EWA Evolution Wealth Advisors Aventura, Florida	$566K	-$15.3K	13	0.12%	Reduced
3690	SC Solstein Capital Menlo Park, California	$566K	+$220K	12	0.7%	Increased
3691	TIA Traphagen Investment Advisors Oradell, New Jersey	$562K	-$88.3M	2	0.1%	Reduced
3692	HC Hendley & Co Zanesville, Ohio	$561K	$0	1	0.19%	Maintained
3693	PP PrairieView Partners St. Paul, Minnesota	$560K	-$5.05K	7	0.08%	Reduced
3694	SCA St. Clair Advisors Mayfield Hts, Ohio	$559K	$0	1	0.42%	Maintained
3695	EIA Eldridge Investment Advisors Manchester, New Hampshire	$559K	-$72.5K	2	0.2%	Reduced
3696	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$556K	-$1.33K	2	0.13%	Reduced
3697	BWA Burt Wealth Advisors North Bethesda, Maryland	$555K	+$1.6K	1	0.2%	Increased
3698	RTS Round Table Services Westfield, New Jersey	$555K	+$36.3K	2	0.12%	Increased
3699	SEP Southland Equity Partners Wildwood, Missouri	$553K	+$307K	2	0.26%	Increased
3700	SIM Spark Investment Management New York	$549K	-$752K	2	0.3%	Reduced