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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	AWM Affinity Wealth Management Wilmington, Delaware	$214K	+$180K	1	0.04%	New
4702	HWM Horizon Wealth Management La Grange, Illinois	$213K	-$1.24M	1	0.06%	Reduced
4703	AHL Abel Hall LLC Baton Rouge, Louisiana	$213K	-$143K	1	0.16%	Reduced
4704	BWG Balanced Wealth Group Westlake, Ohio	$213K	$0	1	0.09%	Maintained
4705	M1FG Mach-1 Financial Group Rogers, Arkansas	$213K	-$951K	1	0.16%	Reduced
4706	CWA Consilio Wealth Advisors Bellevue, Washington	$213K	+$179K	1	0.1%	New
4707	AM Atwater Malick Lancaster, Pennsylvania	$212K	+$201K	1	0.07%	New
4708	KLC Knowledge Leaders Capital Denver, Colorado	$212K	-$363K	1	0.37%	Reduced
4709	AI Arrien Investments Boise, Idaho	$212K	+$3.9K	1	0.17%	Increased
4710	TWM Trinity Wealth Management Berwyn, Pennsylvania	$211K	+$193K	1	0.11%	New
4711	DPW DiNuzzo Private Wealth Beaver, Pennsylvania	$211K	+$658	37	0.03%	Increased
4712	TWM Tolleson Wealth Management Dallas, Texas	$210K	-$17.9K	1	0.04%	Reduced
4713	CFC Client First Capital San Diego, California	$210K	+$170K	1	0.15%	Increased
4714	RF Robinswood Financial Kirkland, Washington	$210K	+$11.1K	7	0.09%	Increased
4715	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$210K	+$194K	1	0.13%	New
4716	AF Apollon Financial Mount Pleasant, South Carolina	$210K	+$29.4K	1	0.07%	Increased
4717	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$209K	+$176K	1	0.04%	New
4718	MWA Motive Wealth Advisors Birmingham, Michigan	$209K	+$176K	1	0.13%	New
4719	WFA Wellspring Financial Advisors Cleveland, Ohio	$209K	+$193K	1	0.03%	New
4720	RWM Ruedi Wealth Management Champaign, Illinois	$208K	+$14.3K	6	0.09%	Increased
4721	AC Annandale Capital Dallas, Texas	$208K	-$4.32K	1	0.04%	Reduced
4722	HPFG Hart & Patterson Financial Group Amherst, Massachusetts	$208K	+$192K	1	0.1%	New
4723	DEA DoubleLine ETF Adviser Tampa, Florida	$208K	+$209K	1	0.05%	New
4724	CFG Cosner Financial Group Windsor, Colorado	$207K	+$174K	1	0.15%	New
4725	ICA Infrastructure Capital Advisors New York	$205K	-$1.05M	1	0.03%	Reduced