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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
4301	TWA Talisman Wealth Advisors Mountainside, New Jersey	$266K	+$254K	1	0.57%	New
4302	GFP Guardian Financial Partners Orange, California	$266K	+$1.34K	1	0.28%	Increased
4303	NWA Navis Wealth Advisors Rye Brook, New York	$266K	+$37.7K	1	0.38%	Increased
4304	MFG Monumental Financial Group Rockville, Maryland	$265K	+$287K	1	0.21%	New
4305	RCM Robinson Capital Management Grosse Pointe Farms, Michigan	$265K	$0	2	0.14%	Maintained
4306	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$264K	-$305K	1	0.1%	Reduced
4307	PWA Peterson Wealth Advisors Orem, Utah	$264K	$0	1	0.08%	Maintained
4308	RBC Roble Belko & Company Sewickley, Pennsylvania	$263K	-$3K	6	0.06%	Reduced
4309	MPW MA Private Wealth San Carlos, California	$263K	+$226K	1	0.06%	New
4310	EBWM Eagle Bluffs Wealth Management Columbia, Missouri	$262K	-$30.6K	1	0.27%	Reduced
4311	SW SMART Wealth Omaha, Nebraska	$261K	+$250K	1	0.2%	New
4312	PA Planning Alternatives Birmingham, Michigan	$261K	$0	1	0.05%	Maintained
4313	FWA FSC Wealth Advisors Fishkill, New York	$260K	+$106K	6	0.45%	Increased
4314	LAS LWM Advisory Services Plantation, Florida	$260K	-$703K	1	0.29%	Reduced
4315	GJCM Grand Jean Capital Management San Francisco, California	$260K	$0	1	0.12%	Maintained
4316	KTM Keeler Thomas Management Orem, Utah	$260K	$0	1	0.13%	Maintained
4317	GG GenWealth Group Maplewood, New Jersey	$259K	$0	1	0.08%	Maintained
4318	SG Somerset Group Wayzata, Minnesota	$259K	$0	1	0.23%	Maintained
4319	SC Schubert & Co Mckinney, Texas	$258K	+$1.45K	41	0.24%	Increased
4320	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$258K	+$223	5	0.14%	Increased
4321	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$257K	+$221K	1	0.02%	New
4322	NC NinePointTwo Capital Los Angeles, California	$257K	-$419K	2	0.11%	Reduced
4323	Laurion Capital Management New York	$257K	-$8.54M	1	0%	Reduced
4324	LFA Landmark Financial Advisors Bowling Green, Kentucky	$257K	$0	1	0.12%	Maintained
4325	SIS Strategic Investment Solutions Orland Park, Illinois	$255K	+$199K	1	0.13%	New