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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
4326	CRG Cornerstone Retirement Group Reno, Nevada	$236K	$0	1	0.07%	Maintained
4327	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$236K	+$29K	13	0.14%	Increased
4328	CWM Collaborative Wealth Management Lake Mary, Florida	$234K	-$1.25K	1	0.15%	Reduced
4329	FZCM Flynn Zito Capital Management Garden City, New York	$233K	$0	1	0.17%	Maintained
4330	EAM Empirical Asset Management Wellesley, Massachusetts	$233K	-$41.6K	1	0.22%	Reduced
4331	TWM Trinity Wealth Management Berwyn, Pennsylvania	$233K	-$15.2K	1	0.15%	Reduced
4332	PA Planning Alternatives Birmingham, Michigan	$232K	$0	1	0.05%	Maintained
4333	SDH Sloy Dahl & Holst Vancouver, Washington	$232K	$0	1	0.05%	Maintained
4334	SG Somerset Group Wayzata, Minnesota	$231K	$0	1	0.2%	Maintained
4335	TBC Ted Buchan & Co San Diego, California	$230K	+$227K	1	0.19%	New
4336	IWA Inspirion Wealth Advisors Libertyville, Illinois	$230K	+$187K	1	0.05%	New
4337	SA SRH Advisors Salina, Kansas	$230K	-$11.2K	6	0.12%	Reduced
4338	CFC Coyle Financial Counsel Glenview, Illinois	$229K	-$17.2K	1	0.11%	Reduced
4339	SPWM Straight Path Wealth Management Jenison, Michigan	$229K	-$166K	2	0.18%	Reduced
4340	TA TFB Advisors Overland Park, Kansas	$228K	+$235K	1	0.17%	New
4341	TWM Tolleson Wealth Management Dallas, Texas	$228K	$0	1	0.06%	Maintained
4342	VFP Verus Financial Partners Richmond, Virginia	$227K	-$3.95K	1	0.03%	Reduced
4343	LFA Landmark Financial Advisors Bowling Green, Kentucky	$227K	-$22.7K	1	0.1%	Reduced
4344	Mondrian Investment Partners London, United Kingdom	$226K	$0	1	0.01%	Maintained
4345	AFG Affinia Financial Group Burlington, Massachusetts	$226K	+$44	1	0.17%	Increased
4346	CFG Compton Financial Group Towson, Maryland	$225K	$0	1	0.09%	Maintained
4347	HAS Holland Advisory Services Ormond Beach, Florida	$224K	$0	1	0.26%	Maintained
4348	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$223K	$0	1	0.2%	Maintained
4349	SMF Sterling Manor Financial Saratoga Springs, New York	$223K	$0	1	0.22%	Maintained
4350	WCM WealthBridge Capital Management Westerville, Ohio	$223K	-$955K	1	0.09%	Reduced