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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
5076	FOFP Fee-Only Financial Planning Okatie, South Carolina	$471K	$0	1	0.29%	Maintained
5077	BAM Bellevue Asset Management Bellevue, Washington	$471K	-$11.8K	14	0.23%	Reduced
5078	DP Divergent Planning Bethesda, Maryland	$470K	$0	1	0.14%	Maintained
5079	PW Potentia Wealth San Jose, California	$469K	-$9.54M	1	0.27%	Reduced
5080	RWM RBA Wealth Management Newport Beach, California	$468K	-$180K	1	0.17%	Reduced
5081	CWMGP Capstone Wealth Management Group (Pennsylvania) Clarks Green, Pennsylvania	$468K	-$1.22M	1	0.45%	Reduced
5082	AWM Austin Wealth Management Austin, Texas	$467K	+$169K	2	0.08%	Increased
5083	HSG Helen Stephens Group Fort Worth, Texas	$467K	-$818K	1	0.12%	Reduced
5084	CWA Centennial Wealth Advisory Traverse City, Michigan	$466K	+$399K	2	0.15%	New
5085	KP Kitching Partners Conshohocken, Pennsylvania	$464K	+$280K	2	0.47%	Increased
5086	HM Harvest Management New York	$464K	+$76.5K	1	0.2%	Increased
5087	RW Rede Wealth Charlottesville, Virginia	$461K	-$41.3K	1	0.17%	Reduced
5088	MCM MontVue Capital Management Lynchburg, Virginia	$460K	+$190K	2	0.33%	Increased
5089	CMP Coston McIsaac & Partners Bar Harbor, Maine	$454K	+$5.84K	13	0.12%	Increased
5090	KA Kure Advisory Plymouth, Minnesota	$454K	+$20.5K	1	0.3%	Increased
5091	SI Sprott Inc Toronto, Ontario, Canada	$453K	-$5.73K	2	0.02%	Reduced
5092	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$452K	-$50.1K	4	0.49%	Reduced
5093	OPWM Oakwell Private Wealth Management Austin, Texas	$450K	+$5.86K	1	0.1%	Increased
5094	LF LifeSteps Financial Claremont, California	$449K	-$3.29K	1	0.31%	Reduced
5095	EWA EQ Wealth Advisors Dallas, Texas	$448K	-$941	6	0.31%	Reduced
5096	GA Gordian Advisors Tucson, Arizona	$447K	+$395K	2	0.32%	New
5097	CP Castleview Partners Dallas, Texas	$446K	+$398K	2	0.29%	New
5098	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$445K	$0	1	0.14%	Maintained
5099	FFG First Financial Group Raleigh, North Carolina	$445K	+$2.63K	1	0.43%	Increased
5100	TWP Total Wealth Planning Cincinnati, Ohio	$443K	$0	1	0.06%	Maintained