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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
4776	LFA Livelsberger Financial Advisory Ashland, Ohio	$217K	+$195K	2	4.55%	New
4777	NL NKCFO LLC Geneva, Illinois	$217K	-$5.42M	1	0.1%	Reduced
4778	BWM Brickley Wealth Management San Mateo, California	$216K	+$199K	1	0.04%	New
4779	PS Planned Solutions Folsom, California	$216K	+$200K	7	0.09%	New
4780	RK Rather & Kittrell Knoxville, Tennessee	$215K	+$198K	1	0.05%	New
4781	WSWA Warren Street Wealth Advisors Newport Beach, California	$215K	+$198K	1	0.09%	New
4782	IC Innealta Capital Austin, Texas	$215K	-$510K	1	0.09%	Reduced
4783	PFA Professional Financial Advisors North Platte, Nebraska	$214K	+$197K	1	0.06%	New
4784	Allstate Corporation Northbrook, Illinois	$214K	-$2.56M	1	0.02%	Reduced
4785	TC Tacita Capital Toronto, Ontario, Canada	$213K	$0	4	0.14%	Maintained
4786	MWA MN Wealth Advisors Overland Park, Kansas	$213K	-$211K	1	0.12%	Reduced
4787	CKAIS Christensen King & Associates Investment Services Richland, Washington	$213K	+$176K	1	0.1%	New
4788	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$213K	+$197K	1	0.13%	New
4789	AFO Arrowroot Family Office Marina Del Rey, California	$212K	-$156K	1	0.12%	Reduced
4790	MGWA Monument Group Wealth Advisors Concord, Massachusetts	$212K	+$200K	1	0.13%	New
4791	ATI ARK & TLK Investments Oklahoma City, Oklahoma	$212K	-$294K	1	0.08%	Reduced
4792	WCM Washburn Capital Management Vero Beach, Florida	$212K	+$190K	1	0.15%	New
4793	FRM Foundation Resource Management Little Rock, Arkansas	$212K	+$199K	1	0.03%	New
4794	WWM Waterway Wealth Management The Woodlands, Texas	$212K	+$199K	1	0.09%	New
4795	HP HT Partners Centerbrook, Connecticut	$212K	$0	1	0.07%	Maintained
4796	AA ACT Advisors Asheville, North Carolina	$211K	-$11.3K	1	0.1%	Reduced
4797	WWC Waypoint Wealth Counsel Atlanta, Georgia	$211K	+$210K	1	0.14%	New
4798	BPWM Black Point Wealth Management Naples, Florida	$211K	+$189K	1	0.24%	New
4799	SC Schubert & Co Mckinney, Texas	$210K	+$189K	1	0.15%	New
4800	GWM GoalFusion Wealth Management Austin, Texas	$209K	$0	1	0.12%	Maintained