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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	PPW Pasadena Private Wealth Pasadena, California	$345K	-$42.4K	1	0.08%	Reduced
4477	SWM Selective Wealth Management Forest, Virginia	$344K	-$75.2K	1	0.15%	Reduced
4478	PWS Private Wealth Strategies New Albany, Ohio	$344K	-$30K	1	0.07%	Reduced
4479	B Bensler Bellevue, Washington	$344K	+$13.5K	1	0.05%	Increased
4480	LAS LWM Advisory Services Plantation, Florida	$341K	$0	1	0.29%	Maintained
4481	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$341K	-$86.5K	1	0.14%	Reduced
4482	PS Portfolio Strategies Monsey, New York	$339K	-$1.85M	1	0.05%	Reduced
4483	AF Aldebaran Financial	$338K	$0	1	0.44%	Maintained
4484	IWS Integrity Wealth Solutions Denver, Colorado	$337K	$0	1	0.22%	Maintained
4485	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$334K	-$15.8K	13	0.09%	Reduced
4486	PJWM Philip James Wealth Mangement Milton, Georgia	$333K	+$25.4K	1	0.22%	Increased
4487	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$333K	+$21.7K	1	0.21%	Increased
4488	RHP Royal Harbor Partners Houston, Texas	$333K	$0	1	0.14%	Maintained
4489	IF IRON Financial Northbrook, Illinois	$333K	$0	1	0.19%	Maintained
4490	BWA BCU Wealth Advisors Vernon Hills, Illinois	$331K	-$83.3K	1	0.24%	Reduced
4491	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$331K	-$294K	1	0.13%	Reduced
4492	SVCP Silicon Valley Capital Partners San Jose, California	$331K	-$54.9K	7	0.05%	Reduced
4493	EFA Edge Financial Advisors Wheaton, Illinois	$330K	-$267K	1	0.34%	Reduced
4494	PAM PVG Asset Management Golden, Colorado	$329K	+$333K	2	1.3%	New
4495	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$328K	$0	1	0.11%	Maintained
4496	AWM Arista Wealth Management Las Vegas, Nevada	$328K	+$1.76K	1	0.09%	Increased
4497	EWP Elevation Wealth Partners Santa Rosa, California	$328K	+$9.74K	8	0.16%	Increased
4498	AM Account Management Boxford, Massachusetts	$328K	+$107K	1	0.37%	Increased
4499	SP Sequent Planning Omaha, Nebraska	$327K	-$41.2K	1	0.11%	Reduced
4500	GF GGM Financials Columbus, Ohio	$327K	+$309K	1	0.3%	New