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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

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
3726
Watchman Group
Watchman Group
Texas
$4.25M -$369K 1 0.95% Reduced
3727
DA
Dash Acquisitions
California
$4.24M +$2.51M 5 0.86% Increased
3728
Astoria Portfolio Advisors
Astoria Portfolio Advisors
New York
$4.23M +$1.24M 11 0.71% Increased
3729
South Plains Financial
South Plains Financial
Texas
$4.23M -$1.16M 7 2.27% Reduced
3730
Strathmore Capital Advisors
Strathmore Capital Advisors
North Carolina
$4.22M +$11.8K 5 1.14% Increased
3731
HWMC
Heritage Wealth Management (California)
California
$4.22M +$12.6K 3 1.6% Increased
3732
Roxbury Financial
Roxbury Financial
New Jersey
$4.22M -$196K 12 3.34% Reduced
3733
ITIM
Indiana Trust & Investment Management
Indiana
$4.22M -$210K 13 1.15% Reduced
3734
Lakewood Asset Management
Lakewood Asset Management
Illinois
$4.21M +$176K 3 2.31% Increased
3735
Aire Advisors
Aire Advisors
California
$4.21M +$529K 10 0.69% Increased
3736
Cahill Financial Advisors
Cahill Financial Advisors
Minnesota
$4.21M -$107K 5 0.4% Reduced
3737
Emissary Wealth LLC
Emissary Wealth LLC
New Jersey
$4.21M +$4.2M 5 3.21% Increased
3738
Inman Jager Wealth Management
Inman Jager Wealth Management
Mississippi
$4.2M +$40.5K 5 2.24% Increased
3739
Connecticut Capital Management Group
Connecticut Capital Management Group
Connecticut
$4.2M -$15K 6 3.39% Reduced
3740
Tudor Financial
Tudor Financial
Ohio
$4.2M -$37.4K 9 1.89% Reduced
3741
Fiduciary Financial Group
Fiduciary Financial Group
California
$4.2M +$509K 8 0.48% Increased
3742
SA
Skyline Advisors
Washington
$4.19M +$1.86M 2 1.32% Increased
3743
Flagship Wealth Advisors
Flagship Wealth Advisors
Massachusetts
$4.19M +$2.82M 13 0.94% Increased
3744
Winthrop Advisory Group
Winthrop Advisory Group
Massachusetts
$4.18M -$162K 8 0.28% Reduced
3745
Brand Asset Management Group
Brand Asset Management Group
Missouri
$4.18M -$539K 2 0.92% Reduced
3746
Journey Retirement Planning & Investment Management
Journey Retirement Planning & Investment Management
Idaho
$4.18M +$251K 5 3.26% Increased
3747
Investment House LLC
Investment House LLC
California
$4.17M -$1.45M 3 0.19% Reduced
3748
Bell Bank
Bell Bank
North Dakota
$4.17M +$9.7K 6 0.16% Increased
3749
Bingham Private Wealth
Bingham Private Wealth
California
$4.17M +$746K 6 2.87% Increased
3750
Financial Advisors Network
Financial Advisors Network
California
$4.17M -$353K 5 0.51% Reduced