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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
4251	LWA Lowe Wealth Advisors Columbia, Maryland	$259K	+$31.2K	6	0.14%	Increased
4252	LC Lincoln Capital Lincoln, Nebraska	$259K	-$2.57K	1	0.07%	Reduced
4253	GM GeoWealth Management Chicago, Illinois	$258K	+$48.1K	4	0.03%	Increased
4254	PW Peninsula Wealth San Francisco, California	$257K	+$9.76K	1	0.06%	Increased
4255	ASI Advisory Services & Investments Bend, Oregon	$255K	$0	1	0.22%	Maintained
4256	PWS Peterson Wealth Services South Ogden, Utah	$255K	-$2.19M	1	0.19%	Reduced
4257	DCS Destiny Capital Securities Golden, Colorado	$255K	+$276K	1	0.21%	New
4258	SA Strategic Advocates Logan, Utah	$254K	+$290K	1	0.12%	New
4259	AWC Abundance Wealth Counselors State College, Pennsylvania	$254K	+$289K	1	0.07%	New
4260	WFPG Waller Financial Planning Group Columbus, Ohio	$254K	+$4.83K	1	0.07%	Increased
4261	SWM Sanctuary Wealth Management Pocatello, Idaho	$254K	+$14.8K	3	0.28%	Increased
4262	AFCM Applied Finance Capital Management San Juan, Puerto Rico	$254K	+$65.7K	1	0.03%	Increased
4263	EI Ellevest Inc New York	$253K	-$30.7K	1	0.02%	Reduced
4264	LGG Luts & Greenleigh Group Bethesda, Maryland	$253K	-$467K	1	0.31%	Reduced
4265	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$252K	-$12.5K	9	0.07%	Reduced
4266	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$251K	+$253K	1	0.2%	New
4267	PCI Planning Center Inc Moline, Illinois	$251K	-$14.2K	1	0.07%	Reduced
4268	Alesco Advisors Pittsford, New York	$250K	$0	1	0.01%	Maintained
4269	HI Human Investing Lake Oswego, Oregon	$250K	+$262K	1	0.06%	New
4270	PFG Pinnacle Financial Group Western Springs, Illinois	$250K	$0	1	0.15%	Maintained
4271	PCWA Pacific Capital Wealth Advisors Corona, California	$249K	-$13.2K	1	0.07%	Reduced
4272	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$249K	+$33.8K	1	0.13%	Increased
4273	AWC Adamsbrown Wealth Consultants Wichita, Kansas	$249K	-$10.9K	1	0.12%	Reduced
4274	BSC Brown Shipley & Co London, United Kingdom	$248K	-$27.7K	2	0.14%	Reduced
4275	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$247K	-$13.5K	1	0.15%	Reduced