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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	SFS Security Financial Services Fort Wayne, Indiana	$234K	$0	1	0.07%	Maintained
4302	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$234K	+$20.9K	6	0.16%	Increased
4303	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$234K	-$856	4	0.12%	Reduced
4304	R Rebalance Palo Alto, California	$231K	$0	1	0.02%	Maintained
4305	THL Tillman Hartley LLC Denver, Colorado	$231K	-$205K	1	0.1%	Reduced
4306	NFG Nadler Financial Group Deerfield, Illinois	$230K	-$15.1K	1	0.03%	Reduced
4307	BWA BlueSky Wealth Advisors New Bern, North Carolina	$230K	-$31.1K	1	0.05%	Reduced
4308	LWMNY Landmark Wealth Management (New York) Melville, New York	$229K	+$248K	1	0.13%	New
4309	RBC Roble Belko & Company Sewickley, Pennsylvania	$229K	+$141K	6	0.05%	Increased
4310	RF Rollins Financial Atlanta, Georgia	$228K	+$233K	1	0.06%	New
4311	FOFP Fee-Only Financial Planning Okatie, South Carolina	$228K	$0	1	0.18%	Maintained
4312	FWM FSA Wealth Management Needham, Massachusetts	$227K	+$3.99K	1	0.13%	Increased
4313	SA SRH Advisors Salina, Kansas	$227K	-$4.58K	6	0.11%	Reduced
4314	MC Matisse Capital Portland, Oregon	$227K	-$768K	1	0.16%	Reduced
4315	KAM KEB Asset Management Springfield, Illinois	$226K	$0	1	0.09%	Maintained
4316	HWM HighMark Wealth Management St. Paul, Minnesota	$226K	-$11.1K	9	0.19%	Reduced
4317	WMP Wealth Management Partners Tucson, Arizona	$226K	-$73.3K	1	0.14%	Reduced
4318	RS Retirement Solution Redmond, Washington	$225K	-$219	1	0.07%	Reduced
4319	PA Planning Alternatives Birmingham, Michigan	$225K	$0	1	0.04%	Maintained
4320	ARC Advisor Resource Council Dallas, Texas	$224K	+$216K	1	0.12%	New
4321	Index Fund Advisors Irvine, California	$224K	+$235K	1	0.01%	New
4322	RWIA Roger Wittlin Investment Advisory San Francisco, California	$223K	$0	1	0.19%	Maintained
4323	PIA Panoramic Investment Advisors Denver, Colorado	$223K	+$242K	1	0.21%	New
4324	SG Somerset Group Wayzata, Minnesota	$223K	$0	1	0.21%	Maintained
4325	FF Fluent Financial Dallas, Texas	$223K	-$29.3K	1	0.12%	Reduced