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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
3926	AL ACAS LLC Rancho Santa Fe, California	$249K	-$9.61K	1	0.35%	Reduced
3927	OPWM Oakwell Private Wealth Management Austin, Texas	$247K	-$720	1	0.16%	Reduced
3928	SFG Sowa Financial Group Lincoln, Rhode Island	$247K	-$9.43K	1	0.18%	Reduced
3929	BFG Baron Financial Group Fair Lawn, New Jersey	$247K	-$9.67K	5	0.15%	Reduced
3930	WFC Western Financial Corp San Diego, California	$242K	+$212K	1	0.13%	New
3931	MWM Maltin Wealth Management Ridgewood, New Jersey	$241K	+$846	1	0.15%	Increased
3932	NPPM North Point Portfolio Managers Orange Village, Ohio	$241K	-$145K	1	0.03%	Reduced
3933	PFA Professional Financial Advisors North Platte, Nebraska	$240K	+$21K	6	0.13%	Increased
3934	JPG Jordan Park Group San Francisco, California	$239K	-$383K	1	0.01%	Reduced
3935	MTM Millennium TVP Management New York	$239K	+$238K	1	0.31%	New
3936	NC NinePointTwo Capital Los Angeles, California	$239K	$0	1	0.08%	Maintained
3937	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$239K	-$29.2K	4	0.22%	Reduced
3938	CM Capital Management Glen Allen, Virginia	$238K	$0	1	0.05%	Maintained
3939	CWA Centennial Wealth Advisory Traverse City, Michigan	$237K	+$242K	1	0.15%	New
3940	LWA Lineweaver Wealth Advisors Valley View, Ohio	$235K	+$13.3K	1	0.08%	Increased
3941	NS Newman & Schimel Deerfield, Illinois	$233K	-$14.3K	1	0.15%	Reduced
3942	PRWA Platte River Wealth Advisors Louisville, Colorado	$233K	+$238K	1	0.09%	New
3943	HTI Hikari Tsushin Inc Tokyo, Japan	$232K	$0	1	0.03%	Maintained
3944	LC Lunia Capital Dallas, Texas	$232K	+$225K	1	7.14%	New
3945	BJ Brouwer & Janachowski Mill Valley, California	$230K	+$229K	1	0.04%	New
3946	CFG Compton Financial Group Towson, Maryland	$230K	+$2.42K	1	0.1%	Increased
3947	HIC Hartline Investment Corp Winnetka, Illinois	$229K	+$1.92K	1	0.03%	Increased
3948	LFA Landmark Financial Advisors Bowling Green, Kentucky	$229K	$0	1	0.11%	Maintained
3949	RIS Retirement Income Solutions Ann Arbor, Michigan	$229K	-$28.7K	1	0.08%	Reduced
3950	RMSCM R.M. Sincerbeaux Capital Management New York	$229K	+$223K	1	0.14%	New