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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
4351	EA Ergawealth Advisors Oak Brook, Illinois	$222K	$0	1	0.18%	Maintained
4352	SCM Stordahl Capital Management Greenwood Village, Colorado	$222K	+$217K	1	0.07%	New
4353	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$221K	$0	7	0.24%	Maintained
4354	PT Palantir Technologies Aventura, Florida	$220K	-$290K	2	1.41%	Reduced
4355	WFA West Financial Advisors Des Moines, Iowa	$219K	$0	2	0.06%	Maintained
4356	WW Westshore Wealth Newport Beach, California	$219K	+$3.75K	1	0.11%	Increased
4357	GFP Guardian Financial Partners Orange, California	$218K	-$19.7K	1	0.22%	Reduced
4358	GG GenWealth Group Maplewood, New Jersey	$217K	-$15K	1	0.07%	Reduced
4359	AIA Arbor Investment Advisors Winston Salem, North Carolina	$217K	$0	1	0.04%	Maintained
4360	AWM Aprio Wealth Management Atlanta, Georgia	$217K	-$41.6K	1	0.07%	Reduced
4361	QFA Quantum Financial Advisors El Segundo, California	$217K	-$214K	1	0.07%	Reduced
4362	MWA Mills Wealth Advisors Southlake, Texas	$216K	+$214K	1	0.17%	New
4363	WFPG Waller Financial Planning Group Columbus, Ohio	$214K	+$1.86K	1	0.06%	Increased
4364	FIBT First International Bank & Trust Watford City, North Dakota	$213K	+$209K	1	0.07%	New
4365	RA RiverTree Advisors Winter Park, Florida	$213K	+$209K	1	0.15%	New
4366	SCM Seascape Capital Management Portsmouth, New Hampshire	$213K	-$426K	1	0.11%	Reduced
4367	WHCI W.H. Cornerstone Investments Kingston, Massachusetts	$213K	+$1.41K	1	0.19%	Increased
4368	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$213K	+$208K	1	0.05%	New
4369	BDAM Blue Door Asset Management Stamford, Connecticut	$212K	+$208K	1	0.12%	New
4370	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$212K	-$72.7K	1	0.01%	Reduced
4371	IFO Independent Family Office Albany, New York	$212K	+$208K	1	0.12%	New
4372	SW Signify Wealth Saint Louis, Missouri	$212K	+$208K	1	0.19%	New
4373	SA Stewardship Advisors Mount Joy, Pennsylvania	$212K	+$2.08K	1	0.08%	Increased
4374	PWA Peterson Wealth Advisors Orem, Utah	$210K	$0	1	0.06%	Maintained
4375	M1FG Mach-1 Financial Group Rogers, Arkansas	$209K	-$553K	5	1.33%	Reduced