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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
4751	RP Raelipskie Partnership Waterloo, Ontario, Canada	$110K	+$94.8K	3	0.07%	New
4752	KWAG Kiely Wealth Advisory Group Kernersville, North Carolina	$107K	+$95K	3	0.06%	New
4753	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$106K	+$108K	7	0.1%	New
4754	RWM Raffa Wealth Management Washington, District of Columbia	$105K	-$45K	25	0.03%	Reduced
4755	DCM Disciplina Capital Management Nashville, Tennessee	$100K	$0	1	0.02%	Maintained
4756	FA Financial Avengers Oakland, California	$96.7K	+$93	2	0.06%	Increased
4757	RTL Red Tortoise LLC Atlanta, Georgia	$96.2K	+$1.64K	11	0.05%	Increased
4758	DP Denver PWM Denver, Colorado	$94.5K	+$54.6K	2	0.04%	Increased
4759	T TOBAM Paris, France	$94K	-$852K	1	0.01%	Reduced
4760	CWM Cedar Wealth Management Walnut Creek, California	$91.4K	+$55.4K	4	0.03%	Increased
4761	FCG Financial Connections Group Corte Madera, California	$87K	+$60.5K	7	0.06%	Increased
4762	OFG Orcam Financial Group Encinitas, California	$85.7K	$0	1	0.1%	Maintained
4763	DWA Delos Wealth Advisors Dallas, Texas	$80.9K	-$9.53K	8	0.12%	Reduced
4764	Millburn Ridgefield Corp New York	$78.9K	-$10.6K	3	0%	Reduced
4765	VWA Valued Wealth Advisors Holladay, Utah	$77.8K	+$83.8K	15	0.07%	New
4766	WC Westwind Capital Las Cruces, New Mexico	$77K	+$801	1	0.02%	New
4767	NM Newtyn Management New York	$76.9K	+$197K	1	0.02%	New
4768	JCP JB Capital Partners Armonk, New York	$66.6K	$0	1	0.01%	Maintained
4769	WAM Warberg Asset Management Winnetka, Illinois	$65.9K	-$45.9K	2	0.01%	Reduced
4770	G GenTrust Miami, Florida	$61.8K	$0	1	0%	Maintained
4771	TWP TFO Wealth Partners Maumee, Ohio	$61K	-$139K	30	0.01%	Reduced
4772	Magellan Asset Management Sydney, Australia	$56.6K	+$721	4	0%	Increased
4773	YAL Your Advocates Ltd Houston, Texas	$53.9K	-$304	4	0.02%	Reduced
4774	IFS Intelligent Financial Strategies Excelsior, Minnesota	$53.2K	$0	1	0.04%	Maintained
4775	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$51.7K	$0	1	0.04%	Maintained