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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
5001	HFF Halter Ferguson Financial Carmel, Indiana	$314K	$0	1	0.13%	Maintained
5002	DFG Dupree Financial Group Lexington, Kentucky	$314K	+$4.82K	1	0.14%	Increased
5003	NCMW Northern Capital Management (Washington) Spokane, Washington	$311K	-$18.2K	1	0.19%	Reduced
5004	BWA Bestgate Wealth Advisors Frederick, Maryland	$311K	+$304K	1	0.62%	New
5005	CG Clifford Group Wayland, Massachusetts	$310K	-$203K	1	0.24%	Reduced
5006	VBFG Vishria Bird Financial Group Memphis, Tennessee	$310K	-$1.93K	1	0.11%	Reduced
5007	MQWP Morey & Quinn Wealth Partners Omaha, Nebraska	$309K	+$314K	1	0.26%	New
5008	JJBC James J. Burns & Company Melville, New York	$308K	-$79.6K	1	0.05%	Reduced
5009	UIA Ulland Investment Advisors Minneapolis, Minnesota	$306K	$0	4	0.2%	Maintained
5010	EFA Edge Financial Advisors Wheaton, Illinois	$306K	-$2.04K	1	0.27%	Reduced
5011	GCS Gordian Capital (Singapore) Singapore	$305K	+$116K	3	0.16%	Increased
5012	AAM Azzad Asset Management Falls Church, Virginia	$305K	-$2.11M	1	0.06%	Reduced
5013	FOFP Fee-Only Financial Planning Okatie, South Carolina	$305K	$0	1	0.2%	Maintained
5014	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$305K	$0	1	0.11%	Maintained
5015	TWA Talisman Wealth Advisors Mountainside, New Jersey	$305K	-$8.72K	1	0.32%	Reduced
5016	BI Beckerman Institutional Ocean Grove, New Jersey	$304K	+$234K	1	0.24%	New
5017	FW Fairway Wealth Independence, Ohio	$304K	+$55.9K	8	0.14%	Increased
5018	WCFA Walkner Condon Financial Advisors Madison, Wisconsin	$303K	+$233K	1	0.06%	New
5019	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$303K	$0	1	0.08%	Maintained
5020	ES ETF Store Overland Park, Kansas	$303K	+$233K	1	0.38%	New
5021	NWM Napa Wealth Management Napa, California	$302K	-$4.52M	1	0.13%	Reduced
5022	PD Planning Directions Glen Mills, Pennsylvania	$302K	-$113K	1	0.18%	Reduced
5023	BAWM Bennett Associates Wealth Management Butler, Pennsylvania	$302K	+$18.5K	1	0.25%	Increased
5024	LF LifeSteps Financial Claremont, California	$301K	-$202K	1	0.23%	Reduced
5025	MWM Maltin Wealth Management Ridgewood, New Jersey	$301K	-$234K	1	0.15%	Reduced