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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
4226	SPWM Spartan Planning & Wealth Management Greensboro, North Carolina	$271K	+$279K	5	0.32%	New
4227	CI Carroll Investors Mt Pleasant, South Carolina	$271K	+$322K	1	0.24%	New
4228	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$271K	-$8.61K	4	0.11%	Reduced
4229	AWM Aspire Wealth Management Waltham, Massachusetts	$270K	-$434K	1	0.21%	Reduced
4230	NC NewSquare Capital Newtown Square, Pennsylvania	$270K	-$50.2K	10	0.03%	Reduced
4231	EWP Elevation Wealth Partners Santa Rosa, California	$270K	+$428	6	0.23%	Increased
4232	CAM CPA Asset Management West Palm Beach, Florida	$269K	$0	1	0.19%	Maintained
4233	WDL Well Done LLC Holland, Michigan	$269K	$0	1	0.06%	Maintained
4234	AFG American Financial Group Cincinnati, Ohio	$269K	-$229K	1	0.09%	Reduced
4235	CFAM Coury Firm Asset Management Pittsburgh, Pennsylvania	$268K	-$684K	1	0.43%	Reduced
4236	MFGM Marshall Financial Group (Maryland) Hunt Valley, Maryland	$267K	-$11.1K	1	0.1%	Reduced
4237	TBC Ted Buchan & Co San Diego, California	$267K	$0	1	0.21%	Maintained
4238	SDH Sloy Dahl & Holst Vancouver, Washington	$267K	$0	1	0.06%	Maintained
4239	RCI RS Crum Inc Newport Beach, California	$266K	+$92.8K	1	0.1%	Increased
4240	YWM Yoder Wealth Management Walnut Creek, California	$266K	-$199K	1	0.22%	Reduced
4241	FD Financial Designs Claremont, California	$265K	+$265K	1	0.2%	New
4242	MIA Milestone Investment Advisors Middleton, Wisconsin	$265K	+$283K	8	0.08%	New
4243	CCM Courage Capital Management Nashville, Tennessee	$265K	$0	1	0.9%	Maintained
4244	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$264K	+$1.46K	1	0.21%	Increased
4245	Legacy Financial Group (Iowa) Des Moines, Iowa	$263K	+$284K	11	0.06%	New
4246	AC AIFG Consultants Halfmoon, New York	$263K	-$18.3K	1	0.22%	Reduced
4247	EA Evolution Advisers Richmond, Virginia	$262K	-$20.8K	6	0.19%	Reduced
4248	RIA Retirement Investment Advisors Oklahoma City, Oklahoma	$261K	-$237K	1	0.02%	Reduced
4249	AL ACAS LLC Rancho Santa Fe, California	$260K	$0	1	0.32%	Maintained
4250	CG Clifford Group Wayland, Massachusetts	$260K	-$46.5K	1	0.28%	Reduced