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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
4676	WMWM Whitaker-Myers Wealth Managers Mansfield, Ohio	$225K	+$206K	1	0.1%	New
4677	Facet Wealth Inc Baltimore, Maryland	$225K	+$213K	1	0.01%	New
4678	JDR Jay D. Rosenbaum	$225K	-$423K	1	1.28%	Reduced
4679	VFG Valley Financial Group Ambler, Pennsylvania	$224K	$0	1	0.17%	Maintained
4680	GIM Guild Investment Management Los Angeles, California	$224K	+$218K	1	0.29%	New
4681	NC NewSquare Capital Newtown Square, Pennsylvania	$223K	-$12K	6	0.02%	Reduced
4682	AWA Archvest Wealth Advisors Concord, California	$223K	+$188K	1	0.16%	New
4683	EFH Eaton Financial Holdings Coral Springs, Florida	$223K	-$2.71M	1	0.12%	Reduced
4684	TIA Tandem Investment Advisors Charleston, South Carolina	$223K	+$211K	1	0.01%	New
4685	MFA McClarren Financial Advisors State College, Pennsylvania	$222K	-$17.7K	6	0.16%	Reduced
4686	SL Sentinus LLC Oak Brook, Illinois	$222K	+$210K	1	0.08%	New
4687	AFGAS Allegiance Financial Group Advisory Services Vienna, Virginia	$222K	+$202K	1	0.09%	New
4688	MPCA Madison Park Capital Advisors Seattle, Washington	$222K	-$4.32K	1	0.19%	Reduced
4689	KV Kickstand Ventures Pittsford, New York	$221K	-$244K	1	0.06%	Reduced
4690	CPW Crestmont Private Wealth Houston, Texas	$220K	+$201K	1	0.11%	New
4691	RFA Rollins Financial Advisors New York City, New York	$220K	$0	1	0.04%	Maintained
4692	NFG Nadler Financial Group Deerfield, Illinois	$219K	-$197K	1	0.03%	Reduced
4693	BFP Briaud Financial Planning College Station, Texas	$219K	+$208K	3	0.12%	New
4694	SFC Strategic Financial Concepts San Antonio, Texas	$219K	+$210K	1	0.05%	New
4695	WCM WealthBridge Capital Management Westerville, Ohio	$216K	+$438	1	0.07%	Increased
4696	CANC Culbertson A N & Co Charlottesville, Virginia	$215K	+$181K	1	0.04%	New
4697	PHWM Pine Harbor Wealth Management Silver Spring, Maryland	$214K	-$1.32K	1	0.14%	Reduced
4698	CWA Centennial Wealth Advisory Traverse City, Michigan	$214K	+$1.32K	1	0.1%	Increased
4699	PCM Passive Capital Management Baltimore, Maryland	$214K	$0	1	0.08%	Maintained
4700	CL CIM LLC Albany, New York	$214K	+$186K	1	0.03%	New