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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
4726	RW RVW Wealth Los Angeles, California	$1.7M	-$1.15M	4	0.11%	Reduced
4727	WAG Wilkerson Advisory Group Columbia, Missouri	$1.7M	-$430K	22	0.52%	Reduced
4728	CG Clarus Group Houston, Texas	$1.7M	+$301K	6	0.58%	Increased
4729	XPN XY Planning Network Bozeman, Montana	$1.7M	+$1.16M	3	0.21%	Increased
4730	DAM Doheny Asset Management Los Angeles, California	$1.7M	-$2.46K	4	0.98%	Reduced
4731	NIA NBZ Investment Advisors Knoxville, Tennessee	$1.7M	+$944K	4	0.66%	Increased
4732	CFP Cypress Financial Planning Haddon Heights, New Jersey	$1.69M	-$66.8K	1	0.41%	Reduced
4733	EFG Everest Financial Group Minneapolis, Minnesota	$1.69M	+$1.5M	3	0.23%	Increased
4734	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$1.69M	-$1.5K	4	0.61%	Reduced
4735	MWM Momentous Wealth Management Vancouver, Washington	$1.69M	+$159K	3	0.87%	Increased
4736	RA Rise Advisors Rochester, New York	$1.69M	+$13.7K	4	0.48%	Increased
4737	SIA SkyView Investment Advisors Shrewsbury, New Jersey	$1.68M	-$2.01M	2	1.32%	Reduced
4738	AWM Activest Wealth Management Aventure, Florida	$1.68M	-$551K	39	0.32%	Reduced
4739	CF Concorde Financial Dallas, Texas	$1.68M	+$33.5K	1	1.35%	Increased
4740	GC Guilbault Capital Metairie, Louisiana	$1.68M	$0	3	1.68%	Maintained
4741	KPWG KFA Private Wealth Group Tysons, Virginia	$1.67M	-$104K	5	0.4%	Reduced
4742	SWR Spahn Wealth & Retirement Scottsdale, Arizona	$1.67M	-$2.88M	1	1.08%	Reduced
4743	CW Curio Wealth Annapolis, Maryland	$1.67M	-$38.4K	2	0.52%	Reduced
4744	RCWM Royal Capital Wealth Management Carmel, Indiana	$1.67M	$0	4	0.94%	Maintained
4745	RR Robotti Robert	$1.67M	$0	1	0.27%	Maintained
4746	KOMWMG Kerntke Otto McGlone Wealth Management Group Appleton, Wisconsin	$1.67M	+$17.9K	3	1.01%	Increased
4747	OAS Optivise Advisory Services Franklin, Tennessee	$1.67M	+$38.3K	4	0.85%	Increased
4748	PIMG Patriot Investment Management Group Knoxville, Tennessee	$1.67M	+$496K	4	0.1%	Increased
4749	WWA Wingate Wealth Advisors Lexington, Massachusetts	$1.67M	+$26.9K	3	0.73%	Increased
4750	Kayne Anderson Capital Advisors Los Angeles, California	$1.66M	+$28.5K	1	0.03%	Increased