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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
4951	BDF Black Diamond Financial Towson, Maryland	$348K	-$468K	1	0.05%	Reduced
4952	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$346K	+$4.71K	5	0.12%	Increased
4953	BA Bluesphere Advisors East Norriton, Pennsylvania	$346K	-$6.04K	1	0.17%	Reduced
4954	WC Wexford Capital West Palm Beach, Florida	$344K	+$20.5K	2	0.05%	Increased
4955	IWM IMG Wealth Management Jacksonville, Florida	$344K	+$329K	5	0.32%	New
4956	FWMM Foundation Wealth Management (Missouri) Clayton, Missouri	$342K	-$58.2K	1	0.27%	Reduced
4957	KFG Kingdom Financial Group Peoria, Arizona	$340K	-$225K	1	0.23%	Reduced
4958	PWS Proactive Wealth Strategies Marietta, Georgia	$340K	-$47.9K	1	0.18%	Reduced
4959	ASM ATW SPAC Management New York	$339K	+$339K	1	0.46%	New
4960	OWM Opes Wealth Management Menlo Park, California	$339K	-$207K	1	0.07%	Reduced
4961	GFL Granite FO LLC Bedford, New Hampshire	$339K	$0	9	0.19%	Maintained
4962	RBC Roble Belko & Company Sewickley, Pennsylvania	$338K	+$9.45K	8	0.05%	Increased
4963	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$337K	+$16.1K	6	0.19%	Increased
4964	PIA Panoramic Investment Advisors Denver, Colorado	$336K	+$56.7K	1	0.22%	Increased
4965	PPW Pasadena Private Wealth Pasadena, California	$336K	$0	1	0.07%	Maintained
4966	CWA Centerline Wealth Advisors Louisville, Kentucky	$333K	+$357K	1	0.2%	New
4967	DKCM Davidson Kahn Capital Management Sherman Oaks, California	$333K	+$340K	1	0.31%	New
4968	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$333K	+$1.88K	1	0.2%	Increased
4969	RCS Retirement Capital Strategies San Jose, California	$332K	$0	1	0.13%	Maintained
4970	WFPG Waller Financial Planning Group Columbus, Ohio	$331K	+$7.54K	1	0.08%	Increased
4971	LGA Lebenthal Global Advisors Hauppauge, New York	$330K	+$358K	1	0.06%	New
4972	MWM Maridea Wealth Management Brooklyn, New York	$329K	+$253K	1	0.11%	New
4973	SI SimpliFi Inc San Diego, California	$328K	$0	1	0.15%	Maintained
4974	GSCM Greenfield Seitz Capital Management Dallas, Texas	$328K	+$361K	1	0.12%	New
4975	PFP Paragon Financial Partners Woodland Hills, California	$327K	-$323K	1	0.25%	Reduced