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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	BDF Black Diamond Financial Towson, Maryland	$355K	+$19.8K	1	0.11%	Increased
4127	MC Merlin Capital Newport, Rhode Island	$355K	$0	1	1.32%	Maintained
4128	VA Verdad Advisers Boston, Massachusetts	$352K	+$380K	1	0.54%	New
4129	PAM PVG Asset Management Golden, Colorado	$351K	+$418K	1	2.39%	New
4130	DWP Destiny Wealth Partners Tavares, Florida	$350K	$0	1	0.07%	Maintained
4131	GG Gleason Group Prospect, Kentucky	$349K	-$30K	7	0.09%	Reduced
4132	PWS Private Wealth Strategies New Albany, Ohio	$348K	-$20.9K	1	0.09%	Reduced
4133	SSG Summit Securities Group New York	$347K	-$1.28M	4	0.04%	Reduced
4134	NWA Navis Wealth Advisors Rye Brook, New York	$347K	+$133K	1	0.5%	Increased
4135	TCM Tanaka Capital Management New York	$345K	-$19.4K	1	0.99%	Reduced
4136	BBWP Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania	$344K	+$3.06K	1	0.18%	Increased
4137	GPA Guidance Point Advisors Wellesley, Massachusetts	$338K	+$5.31K	1	0.14%	Increased
4138	BM Belfer Management New York	$338K	$0	1	8.76%	Maintained
4139	PRWA Platte River Wealth Advisors Louisville, Colorado	$337K	+$151K	1	0.12%	Increased
4140	AWM Abound Wealth Management Franklin, Tennessee	$335K	-$26.7K	22	0.14%	Reduced
4141	FCM Fourpath Capital Management Oklahoma City, Oklahoma	$335K	-$382K	1	0.25%	Reduced
4142	MAM Milestone Asset Management Pittsburgh, Pennsylvania	$334K	-$43.9K	1	0.12%	Reduced
4143	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$333K	$0	1	0.31%	Maintained
4144	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$333K	-$363K	1	0.16%	Reduced
4145	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$330K	-$203K	10	0.27%	Reduced
4146	IF Insight Folios Charlotte, North Carolina	$329K	-$26.8K	1	0.16%	Reduced
4147	EP Essential Planning Portsmouth, New Hampshire	$327K	$0	1	0.18%	Maintained
4148	RFA RTD Financial Advisors Philadelphia, Pennsylvania	$326K	$0	1	0.05%	Maintained
4149	PPWM PFG Private Wealth Management Lutz, Florida	$324K	-$294K	5	0.24%	Reduced
4150	FWA FSC Wealth Advisors Fishkill, New York	$324K	+$33.2K	8	0.34%	Increased