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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
4401	HWA Heartwood Wealth Advisors Richmond, Virginia	$219K	+$219K	1	0.03%	New
4402	RCS Retirement Capital Strategies San Jose, California	$219K	+$202K	1	0.1%	New
4403	WJA Willis Johnson & Associates Houston, Texas	$218K	+$215K	1	0.02%	New
4404	PRWA Platte River Wealth Advisors Louisville, Colorado	$218K	+$207K	1	0.08%	New
4405	AWM Aprio Wealth Management Atlanta, Georgia	$217K	+$13.2K	1	0.06%	Increased
4406	AIA Arbor Investment Advisors Winston Salem, North Carolina	$217K	$0	1	0.04%	Maintained
4407	TFP Triune Financial Partners Overland Park, Kansas	$216K	+$213K	1	0.09%	New
4408	GFP Guardian Financial Partners Orange, California	$216K	-$19.7K	1	0.63%	Reduced
4409	SW Signify Wealth Saint Louis, Missouri	$215K	+$4.15K	1	0.19%	Increased
4410	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$215K	+$77.3K	8	0.08%	Increased
4411	SFA Source Financial Advisors New York	$215K	+$204K	1	0.07%	New
4412	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$215K	+$198K	1	0.11%	New
4413	LBA Lowell Blake & Associates Boston, Massachusetts	$214K	+$186K	1	0.06%	New
4414	SMG Smart Money Group Eastland, Texas	$214K	+$216K	1	0.1%	New
4415	RWIA Roger Wittlin Investment Advisory San Francisco, California	$214K	$0	1	0.17%	Maintained
4416	CFG Compton Financial Group Towson, Maryland	$213K	-$10.4K	1	0.08%	Reduced
4417	CWA Centennial Wealth Advisory Traverse City, Michigan	$213K	+$203K	1	0.11%	New
4418	EWM Elevatus Welath Management Victor, New York	$213K	+$202K	1	0.15%	New
4419	PCM Passive Capital Management Baltimore, Maryland	$212K	+$202K	1	0.09%	New
4420	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$212K	+$1.04K	1	0.04%	Increased
4421	FIBT First International Bank & Trust Watford City, North Dakota	$212K	$0	1	0.07%	Maintained
4422	SCM Seascape Capital Management Portsmouth, New Hampshire	$212K	-$587	1	0.1%	Reduced
4423	IFO Independent Family Office Albany, New York	$211K	$0	1	0.13%	Maintained
4424	TWM TMD Wealth Management Scottsdale, Arizona	$210K	-$247K	1	0.05%	Reduced
4425	ARG Advisory Resource Group Tulsa, Oklahoma	$209K	+$193K	1	0.06%	New