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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
4126	HA HFG Advisors Cincinatti, Ohio	$323K	$0	1	0.37%	Maintained
4127	ACM ACT Capital Management Wayne, Pennsylvania	$321K	-$88.6K	1	0.34%	Reduced
4128	AWM Abound Wealth Management Franklin, Tennessee	$320K	-$13.6K	1	0.23%	Reduced
4129	DSA Droms Strauss Advisors St. Louis, Missouri	$320K	-$1.04M	1	0.16%	Reduced
4130	WP WealthShield Partners Cary, North Carolina	$320K	-$685K	1	0.05%	Reduced
4131	BWM Benchmark Wealth Management Old Lyme, Connecticut	$319K	$0	1	0.21%	Maintained
4132	IAG Investmark Advisory Group Shelton, Connecticut	$317K	-$94K	2	0.33%	Reduced
4133	SDH Sloy Dahl & Holst Vancouver, Washington	$317K	-$337K	1	0.05%	Reduced
4134	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$314K	-$219K	4	0.2%	Reduced
4135	ECM Engine Capital Management New York	$314K	-$28M	2	0.09%	Reduced
4136	FC Financial Council Towson, Maryland	$314K	$0	1	0.38%	Maintained
4137	PA Planning Alternatives Birmingham, Michigan	$314K	+$3.33K	1	0.05%	Increased
4138	PS Portfolio Strategies Monsey, New York	$314K	$0	1	0.06%	Maintained
4139	BDF Black Diamond Financial Towson, Maryland	$313K	+$316K	1	0.1%	New
4140	CFG Carter Financial Group Barrington, Illinois	$312K	+$327K	1	0.42%	New
4141	SEP Southland Equity Partners Wildwood, Missouri	$310K	-$28K	1	0.13%	Reduced
4142	LSA Lion Street Advisors Austin, Texas	$309K	-$763K	1	0.16%	Reduced
4143	WestEnd Advisors Charlotte, North Carolina	$309K	-$38M	0	–	Closed
4144	AWM Avondale Wealth Management West Lake Hills, Texas	$308K	-$114K	2	0.36%	Reduced
4145	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$307K	+$205K	2	0.05%	Increased
4146	IFO Independent Family Office Albany, New York	$306K	$0	1	0.1%	Maintained
4147	RP Riverwater Partners Milwaukee, Wisconsin	$306K	-$312K	1	0.5%	Reduced
4148	RWM Raffa Wealth Management Washington, District of Columbia	$304K	-$25.6K	27	0.11%	Reduced
4149	ML McAdam LLC Philadelphia, Pennsylvania	$304K	-$1.55M	1	0.03%	Reduced
4150	FEM Fulcrum Equity Management Plano, Texas	$303K	-$211K	1	0.18%	Reduced