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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
4151	JMG Financial Group Downers Grove, Illinois	$326K	$0	1	0.02%	Maintained
4152	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$326K	-$10.9K	1	0.07%	Reduced
4153	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$324K	+$326K	1	0.17%	New
4154	PWM Peterson Wealth Management Sparks, Nevada	$324K	+$4.84K	1	0.22%	Increased
4155	RW RVW Wealth Los Angeles, California	$324K	+$143K	1	0.04%	Increased
4156	FWM Forefront Wealth Management Malvern, Pennsylvania	$322K	+$313K	1	0.31%	New
4157	IFO Independent Family Office Albany, New York	$322K	+$42.3K	1	0.12%	Increased
4158	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$322K	$0	1	0.21%	Maintained
4159	SAM Serengeti Asset Management New York	$319K	+$492K	1	0.48%	New
4160	TCWA Ten Capital Wealth Advisors Spokane, Washington	$319K	+$59.7K	9	0.13%	Increased
4161	ACM ACT Capital Management Wayne, Pennsylvania	$318K	+$128K	1	0.23%	Increased
4162	DLG Daniel L. Goodwin	$318K	$0	1	0.14%	Maintained
4163	BEW Burton Enright Welch Walnut Creek, California	$318K	+$333K	1	0.21%	New
4164	RIS Retirement Income Solutions Ann Arbor, Michigan	$317K	+$102K	1	0.08%	Increased
4165	MF Meridian Financial Holliston, Massachusetts	$316K	+$308K	1	0.3%	New
4166	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$316K	+$307K	1	0.07%	New
4167	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$313K	$0	1	0.14%	Maintained
4168	OCM Objective Capital Management Pepper Pike, Ohio	$312K	+$327K	1	0.22%	New
4169	AAM Austin Asset Management Austin, Texas	$311K	+$340K	1	0.1%	New
4170	GWA Gibson Wealth Advisors Tyler, Texas	$311K	+$326K	2	0.32%	New
4171	NF Norwood Financial Honesdale, Pennsylvania	$309K	+$301K	6	0.43%	New
4172	BCAM Boston Common Asset Management Boston, Massachusetts	$306K	+$14.9K	1	0.01%	Increased
4173	RWA Redhawk Wealth Advisors Minneapolis, Minnesota	$305K	-$1.22K	1	0.08%	Reduced
4174	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$304K	-$2.18K	9	0.09%	Reduced
4175	FWP Firethorn Wealth Partners Augusta, Georgia	$303K	+$307K	1	0.23%	New