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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
4476	PWS Paragon Wealth Strategies Jacksonville, Florida	$115K	+$30.8K	7	0.14%	Increased
4477	FRA Frank Rimerman Advisors Palo Alto, California	$111K	$0	1	0.03%	Maintained
4478	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$111K	$0	1	0.41%	Maintained
4479	LFGO Legacy Financial Group (Oklahoma) Tulsa, Oklahoma	$108K	+$128K	1	0.07%	New
4480	BI Bramshill Investments Naples, Florida	$106K	-$617K	1	0.01%	Reduced
4481	FA Fortis Advisors Wayne, Pennsylvania	$104K	+$3.6K	1	0.08%	Increased
4482	TCCM Timber Creek Capital Management Boston, Massachusetts	$101K	$0	2	0.04%	Maintained
4483	DWA Delos Wealth Advisors Dallas, Texas	$91.3K	$0	11	0.14%	Maintained
4484	FCG Financial Connections Group Corte Madera, California	$90K	+$41.5K	6	0.07%	Increased
4485	DF DecisionPoint Financial Mesa, Arizona	$87.4K	+$84.8K	7	0.05%	New
4486	UCB United Community Bank Greenville, South Carolina	$86.6K	-$6.56K	4	0.08%	Reduced
4487	PCM Poehling Capital Management Madison, Wisconsin	$82.4K	+$13.1K	1	0.03%	Increased
4488	NMG New Millennium Group Sandy, Utah	$81.5K	-$4.09K	6	0.09%	Reduced
4489	IPW IronBridge Private Wealth Austin, Texas	$78.3K	+$76.4K	1	0.06%	New
4490	AWM Activest Wealth Management Aventure, Florida	$78K	-$52.4K	2	0.02%	Reduced
4491	CC Cannell Capital Alta, Wyoming	$75.6K	-$331K	1	0.02%	Reduced
4492	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$74.4K	$0	8	0.05%	Maintained
4493	WAM Warberg Asset Management Winnetka, Illinois	$72.8K	+$58.4K	2	0.01%	New
4494	AJ Ashburton (Jersey) St Helier, Jersey	$71K	$0	1	0.04%	Maintained
4495	GWSG GPS Wealth Strategies Group Centennial, Colorado	$70.5K	-$2.18M	1	0.02%	Reduced
4496	OIS Okabena Investment Services Minneapolis, Minnesota	$65K	-$223K	4	0.04%	Reduced
4497	UW Unique Wealth Clearwater, Florida	$64.2K	+$75.8K	1	0.03%	New
4498	IFS Intelligent Financial Strategies Excelsior, Minnesota	$63.8K	$0	1	0.05%	Maintained
4499	HCA Harbor Capital Advisors Chicago, Illinois	$63.7K	+$4.07K	1	0.06%	Increased
4500	SSC Syverson Strege & Co West Des Moines, Iowa	$62.6K	+$929	6	0.03%	Increased