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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
4976	SWMG Signature Wealth Management Group Atlanta, Georgia	$326K	-$7.09K	1	0.13%	Reduced
4977	SEM Strategic Equity Management Tucson, Arizona	$326K	+$360K	1	0.14%	New
4978	RA Resolute Advisors San Francisco, California	$326K	+$251K	1	0.07%	New
4979	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$324K	-$239K	1	0.2%	Reduced
4980	RHP Royal Harbor Partners Houston, Texas	$324K	-$225K	1	0.12%	Reduced
4981	UIM Unified Investment Management Atlanta, Georgia	$324K	+$338K	1	0.37%	New
4982	CM Capital Management Glen Allen, Virginia	$323K	$0	1	0.06%	Maintained
4983	PA Planning Alternatives Birmingham, Michigan	$323K	+$7.51K	1	0.05%	Increased
4984	FFA Frazier Financial Advisors Columbus, Ohio	$322K	-$55.4K	15	0.26%	Reduced
4985	PAWA Palo Alto Wealth Advisors Palo Alto, California	$322K	+$248K	1	0.11%	New
4986	BDWCC B&D White Capital Company Lakeway, Texas	$321K	-$552K	1	0.05%	Reduced
4987	CIR Clear Investment Research Alpharetta, Georgia	$320K	+$80.2K	6	0.41%	Increased
4988	SWP Semus Wealth Partners Boca Raton, Florida	$320K	-$217K	1	0.21%	Reduced
4989	NWA New World Advisors Hingham, Massachusetts	$320K	-$241K	1	0.08%	Reduced
4990	DP Denver PWM Denver, Colorado	$319K	-$828K	7	0.12%	Reduced
4991	VFA Virtus Fund Advisers Hartford, Connecticut	$319K	+$283K	5	1%	Increased
4992	DWA Davis Wealth Advisors Salem, New Hampshire	$319K	+$341K	1	0.35%	New
4993	AC AIFG Consultants Halfmoon, New York	$318K	-$8.92K	1	0.52%	Reduced
4994	Saturna Capital Bellingham, Washington	$318K	$0	1	0%	Maintained
4995	NAG Northstar Advisory Group Northfield, New Jersey	$317K	+$244K	1	0.16%	New
4996	NWM Navigoe Wealth Management Redondo Beach, California	$317K	+$330K	6	0.31%	New
4997	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$317K	+$309K	10	0.2%	New
4998	FNWA Financial Network Wealth Advisors Murray, Utah	$316K	-$844K	15	0.59%	Reduced
4999	NWA Navis Wealth Advisors Rye Brook, New York	$316K	-$274K	1	0.35%	Reduced
5000	PWM Partnership Wealth Management Towson, Maryland	$315K	-$62.5K	1	0.26%	Reduced