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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
4276	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$268K	-$958K	1	0.25%	Reduced
4277	KA Kercheville Advisors San Antonio, Texas	$268K	-$41.6K	1	0.18%	Reduced
4278	R Rebalance Palo Alto, California	$268K	-$138K	1	0.03%	Reduced
4279	PWP Pursue Wealth Partners Clayton, California	$267K	$0	1	0.18%	Maintained
4280	VBFG Vishria Bird Financial Group Memphis, Tennessee	$267K	$0	1	0.17%	Maintained
4281	VWMG Virginia Wealth Management Group Virginia Beach, Virginia	$266K	+$4.92K	1	0.18%	Increased
4282	LWMNY Landmark Wealth Management (New York) Melville, New York	$265K	+$3.75K	1	0.15%	Increased
4283	FWP Falcon Wealth Planning Ontario, California	$264K	-$179K	1	0.07%	Reduced
4284	NWA Navis Wealth Advisors Rye Brook, New York	$263K	+$5.42K	1	0.29%	Increased
4285	RPCA Running Point Capital Advisors El Segundo, California	$262K	$0	1	0.16%	Maintained
4286	TCM Towercrest Capital Management Newtown, Pennsylvania	$262K	-$2.08K	1	0.05%	Reduced
4287	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$262K	+$257K	1	0.12%	New
4288	TCMP Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania	$261K	+$61.4K	1	0.16%	Increased
4289	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$259K	$0	1	0.11%	Maintained
4290	SFS Summit Financial Strategies Columbus, Ohio	$259K	-$36.6K	1	0.05%	Reduced
4291	RCI RS Crum Inc Newport Beach, California	$258K	$0	1	0.1%	Maintained
4292	BAM BOS Asset Management Springfield, Illinois	$257K	-$87.4K	1	0.21%	Reduced
4293	PCM Potomac Capital Management New York	$256K	+$272K	1	0.27%	New
4294	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$256K	$0	1	0.09%	Maintained
4295	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$256K	+$76.2K	7	0.1%	Increased
4296	AWC Abundance Wealth Counselors State College, Pennsylvania	$256K	-$8.31K	1	0.06%	Reduced
4297	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$256K	-$22.1K	7	0.09%	Reduced
4298	LFA Level Financial Advisors East Amherst, New York	$253K	-$234K	7	0.15%	Reduced
4299	SC Schubert & Co Mckinney, Texas	$253K	-$8.26K	41	0.23%	Reduced
4300	SPW Sonoma Private Wealth Sonoma, California	$252K	+$662	1	0.5%	Increased