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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
4076	VFP Verus Financial Partners Richmond, Virginia	$223K	+$5.75K	1	0.03%	Increased
4077	VBFG Vishria Bird Financial Group Memphis, Tennessee	$223K	$0	1	0.15%	Maintained
4078	HF Halpern Financial Ashburn, Virginia	$222K	+$8.74K	6	0.09%	Increased
4079	DS Dudley & Shanley Palm Beach, Florida	$222K	$0	1	0.06%	Maintained
4080	FWM FFT Wealth Management Philadelphia, Pennsylvania	$222K	+$248K	1	0.03%	New
4081	RHP Royal Harbor Partners Houston, Texas	$222K	$0	1	0.15%	Maintained
4082	TDC Thompson Davis & Co Richmond, Virginia	$222K	+$476	1	0.3%	Increased
4083	CF Corrigan Financial Middletown, Rhode Island	$221K	+$91	1	0.08%	Increased
4084	CC Cadinha & Co Honolulu, Hawaii	$220K	$0	1	0.07%	Maintained
4085	RA Resolute Advisors San Francisco, California	$220K	$0	1	0.03%	Maintained
4086	FP Fiduciary Planning Englewood, Florida	$219K	$0	1	0.11%	Maintained
4087	GJCM Grand Jean Capital Management San Francisco, California	$219K	+$248K	1	0.1%	New
4088	GBWM Granite Bay Wealth Management Portsmouth, New Hampshire	$219K	$0	1	0.18%	Maintained
4089	WFPG Waller Financial Planning Group Columbus, Ohio	$219K	+$222K	1	0.07%	New
4090	MWM Maripau Wealth Management Fort Wayne, Indiana	$218K	+$187K	1	0.24%	New
4091	VWMG Virginia Wealth Management Group Virginia Beach, Virginia	$218K	+$241K	1	0.16%	New
4092	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$216K	$0	1	0.1%	Maintained
4093	Index Fund Advisors Irvine, California	$216K	$0	1	0.02%	Maintained
4094	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$216K	-$2.77K	7	0.18%	Reduced
4095	SC Schubert & Co Mckinney, Texas	$216K	+$19.2K	40	0.21%	Increased
4096	BFG Barber Financial Group Lenexa, Kansas	$215K	-$4.53K	1	0.06%	Reduced
4097	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$215K	+$3.99K	1	0.13%	Increased
4098	DSN D. Scott Neal Lexington, Kentucky	$215K	$0	1	0.09%	Maintained
4099	EAM Empirical Asset Management Wellesley, Massachusetts	$215K	+$1.36K	1	0.23%	Increased
4100	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$214K	-$2.92K	1	0.06%	Reduced