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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	DWM Dopkins Wealth Management Williamsville, New York	$259K	-$113K	1	0.21%	Reduced
4677	AAS Asset Allocation Strategies Farmington, Michigan	$259K	+$88.8K	1	0.07%	Increased
4678	CP Creekside Partners Petaluma, California	$259K	$0	1	0.13%	Maintained
4679	LIA Lynx Investment Advisory Washington, Dc, District of Columbia	$259K	-$623K	1	0.19%	Reduced
4680	BBWP Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania	$259K	$0	1	0.11%	Maintained
4681	T Tidemark San Diego, California	$259K	-$199K	8	0.11%	Reduced
4682	CCI Credit Capital Investments Livingston, New Jersey	$258K	+$257K	1	0.32%	New
4683	PWH Priebe Wealth Holdings Maple Grove, Minnesota	$258K	-$8.92K	1	0.19%	Reduced
4684	HPFG Hart & Patterson Financial Group Amherst, Massachusetts	$256K	-$342	1	0.12%	Reduced
4685	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$255K	+$570	1	0.12%	Increased
4686	AWP Atlas Wealth Partners Wyomissing, Pennsylvania	$255K	+$234K	1	0.39%	New
4687	SC Swan Capital Pensacola, Florida	$254K	+$1.83K	7	0.13%	Increased
4688	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$254K	+$537	1	0.08%	Increased
4689	KWM KFG Wealth Management Granger, Indiana	$254K	+$246K	1	0.06%	New
4690	PWA Peterson Wealth Advisors Orem, Utah	$254K	$0	1	0.05%	Maintained
4691	CIR Clear Investment Research Alpharetta, Georgia	$254K	+$6.4K	7	0.33%	Increased
4692	ECG EPIQ Capital Group San Francisco, California	$253K	+$296	1	0.07%	Increased
4693	BWM Benchmark Wealth Management Old Lyme, Connecticut	$253K	$0	1	0.13%	Maintained
4694	AWA Archvest Wealth Advisors Concord, California	$253K	+$339	1	0.16%	Increased
4695	RCM Ridgepath Capital Management Knoxville, Tennessee	$252K	+$4.24K	1	0.2%	Increased
4696	GIM Guild Investment Management Los Angeles, California	$252K	$0	1	0.28%	Maintained
4697	NAM Nexpoint Asset Management Dallas, Texas	$252K	+$266K	1	0.03%	New
4698	OCFG O'Connor Financial Group Quincy, Illinois	$251K	-$1.71K	1	0.13%	Reduced
4699	AC Aldebaran Capital Carmel, Indiana	$251K	$0	1	0.23%	Maintained
4700	Index Fund Advisors Irvine, California	$251K	$0	1	0.01%	Maintained