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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
4701	WWWM White Wing Wealth Management The Wodlands, Texas	$202K	+$189K	1	0.19%	New
4702	VCG Vantage Consulting Group Virginia Beach, Virginia	$202K	+$184K	1	0.14%	New
4703	MI Moneywise Inc Forest, Virginia	$201K	+$202K	1	0.12%	New
4704	CI CAZ Investments Houston, Texas	$201K	$0	2	0.27%	Maintained
4705	VFG Victory Financial Group Austin, Texas	$200K	+$201K	1	0.14%	New
4706	WW Westshore Wealth Newport Beach, California	$200K	+$196K	1	0.09%	New
4707	JCP Jennifer C. Price	$200K	$0	1	0.13%	Maintained
4708	HF Halpern Financial Ashburn, Virginia	$198K	+$65.6K	5	0.06%	Increased
4709	VF VitalStone Financial Shavano Park, Texas	$195K	-$383K	10	0.16%	Reduced
4710	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$193K	+$176K	37	0.03%	New
4711	NL NKCFO LLC Geneva, Illinois	$189K	+$183K	1	0.1%	New
4712	BMC Bear Mountain Capital Seattle, Washington	$187K	+$187K	6	0.08%	New
4713	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$187K	-$59.3K	12	0.06%	Reduced
4714	MCAI Members Capital Advisors Inc Madison, Wisconsin	$185K	-$2.86M	1	0.53%	Reduced
4715	MCA Maryland Capital Advisors Chester, Maryland	$185K	$0	5	0.12%	Maintained
4716	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$183K	$0	1	0.07%	Maintained
4717	FSWA Financial Synergies Wealth Advisors Houston, Texas	$182K	-$113K	9	0.03%	Reduced
4718	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$178K	+$45.2K	3	0.05%	Increased
4719	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$177K	+$3.05K	5	0.07%	Increased
4720	RWM Ruedi Wealth Management Champaign, Illinois	$175K	+$59.1K	6	0.08%	Increased
4721	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$174K	-$8.06K	1	0.14%	Reduced
4722	APW Atlantic Private Wealth Chapel Hill, North Carolina	$173K	+$424	3	0.15%	Increased
4723	UW Unique Wealth Clearwater, Florida	$172K	$0	1	0.06%	Maintained
4724	RF Robinswood Financial Kirkland, Washington	$171K	$0	7	0.07%	Maintained
4725	CAM Clarity Asset Management Ames, Iowa	$169K	+$154K	3	0.13%	New