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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
3901	BA Bellwether Advisors Lincoln, Nebraska	$339K	+$56K	10	0.11%	Increased
3902	AA Alta Advisers London, United Kingdom	$335K	+$380K	3	0.21%	New
3903	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$335K	+$37.5K	4	0.26%	Increased
3904	HWM Hemington Wealth Management Falls Church, Virginia	$335K	-$2.16M	2	0.15%	Reduced
3905	BWA Blodgett Wealth Advisors Concord, California	$334K	$0	1	0.4%	Maintained
3906	PM Penbrook Management New York	$333K	-$4.89K	1	0.29%	Reduced
3907	TC TAP Consulting Kirkwood, Missouri	$332K	+$367K	1	0.09%	New
3908	TCM Tanaka Capital Management New York	$330K	-$46.2K	1	0.98%	Reduced
3909	MC Montag & Caldwell Atlanta, Georgia	$329K	+$99.1K	1	0.05%	Increased
3910	ACP Aveo Capital Partners Englewood, Colorado	$323K	+$634	1	0.06%	Increased
3911	KCPG Kavar Capital Partners Group Leawood, Kansas	$323K	-$207K	1	0.08%	Reduced
3912	CA Crane Advisory Fullerton, California	$322K	+$376K	1	0.17%	New
3913	RW Rede Wealth Charlottesville, Virginia	$320K	-$200K	1	0.19%	Reduced
3914	ESBC E.S. Barr & Co Lexington, Kentucky	$319K	$0	1	0.03%	Maintained
3915	AWM Avondale Wealth Management West Lake Hills, Texas	$318K	+$258K	4	0.35%	Increased
3916	CFAM Coury Firm Asset Management Pittsburgh, Pennsylvania	$317K	+$1.99K	1	0.48%	Increased
3917	Wealth Enhancement Advisory Services Plymouth, Minnesota	$317K	-$10.9M	1	0%	Reduced
3918	LFA Level Financial Advisors East Amherst, New York	$315K	-$12K	7	0.23%	Reduced
3919	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$315K	$0	1	0.17%	Maintained
3920	GPA Guidance Point Advisors Wellesley, Massachusetts	$313K	$0	1	0.14%	Maintained
3921	Delta Accumulation LLC Sausalito, California	$312K	+$199K	1	4.26%	Increased
3922	FLII First Long Island Investors Jericho, New York	$312K	$0	1	0.03%	Maintained
3923	FFWM Future Financial Wealth Management Cincinnati, Ohio	$312K	$0	1	0.36%	Maintained
3924	AAM Austin Asset Management Austin, Texas	$310K	$0	1	0.11%	Maintained
3925	CA Claris Advisors St. Louis, Missouri	$310K	$0	1	0.36%	Maintained