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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
3876	EWF Epstein & White Financial San Diego, California	$300K	+$50K	1	0.08%	Increased
3877	NA Nottingham Advisors Amherst, New York	$299K	-$325K	1	0.03%	Reduced
3878	AWA Aaron Wealth Advisors Chicago, Illinois	$298K	+$13.6K	1	0.1%	Increased
3879	CFG CKW Financial Group Honolulu, Hawaii	$297K	+$9.68K	4	0.05%	Increased
3880	EWA ERTS Wealth Advisors Marquette, Michigan	$297K	+$8.46K	1	0.08%	Increased
3881	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$296K	-$5.32K	1	0.07%	Reduced
3882	TFCP Twin Focus Capital Partners Boston, Massachusetts	$296K	+$292K	1	0.07%	New
3883	TCM Towercrest Capital Management Newtown, Pennsylvania	$295K	$0	1	0.06%	Maintained
3884	ZF Zhang Financial Portage, Michigan	$293K	+$89K	1	0.07%	Increased
3885	GPA Guidance Point Advisors Wellesley, Massachusetts	$290K	-$52.8K	1	0.11%	Reduced
3886	PWG Private Wealth Group Tampa, Florida	$290K	$0	1	0.19%	Maintained
3887	GAM GVO Asset Management Zug, Switzerland	$288K	-$75.3K	3	0.24%	Reduced
3888	AOG Alpha Omega Group Reston, Virginia	$287K	+$290K	1	0.3%	New
3889	FP Fiduciary Planning Englewood, Florida	$287K	-$175K	1	0.25%	Reduced
3890	PFA Pettinga Financial Advisors Evansville, Indiana	$287K	+$34.8K	1	0.08%	Increased
3891	TWM Tolleson Wealth Management Dallas, Texas	$286K	$0	1	0.08%	Maintained
3892	OWA One Wealth Advisors San Francisco, California	$285K	+$283K	1	0.09%	New
3893	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$285K	+$67	1	0.16%	Increased
3894	VIMU Veritas Investment Management (UK) London, United Kingdom	$285K	-$96.6K	1	0.05%	Reduced
3895	AFA Arlington Financial Advisors Santa Barbara, California	$283K	$0	1	0.11%	Maintained
3896	HC Hatton Consulting Phoenix, Arizona	$283K	+$285K	1	0.22%	New
3897	MCG McCollum Christoferson Group Amherst, New York	$283K	$0	1	0.07%	Maintained
3898	GG GenWealth Group Maplewood, New Jersey	$278K	-$10.6K	1	0.08%	Reduced
3899	BWM Blossom Wealth Management San Ramon, Ca, California	$277K	+$276K	1	2.08%	New
3900	ACP Aveo Capital Partners Englewood, Colorado	$274K	-$149K	1	0.06%	Reduced