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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
5201	AWA Archvest Wealth Advisors Concord, California	$224K	+$357	1	0.16%	Increased
5202	MWA Motive Wealth Advisors Birmingham, Michigan	$224K	+$239K	1	0.12%	New
5203	NIWA New Insight Wealth Advisors San Ramon, California	$223K	+$171K	1	0.11%	New
5204	SWMG Sard Wealth Management Group Atlanta, Georgia	$222K	+$171K	1	0.15%	New
5205	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$222K	-$8.8K	4	0.07%	Reduced
5206	BPFA Barnes Pettey Financial Advisors Clarksdale, Mississippi	$222K	+$197K	1	0.17%	New
5207	TCM Towercrest Capital Management Newtown, Pennsylvania	$222K	+$197K	1	0.04%	New
5208	FCM FJ Capital Management Mclean, Virginia	$222K	+$228K	1	0.03%	New
5209	AWM Austin Wealth Management Austin, Texas	$220K	+$12.1K	1	0.05%	Increased
5210	RCM Ridgepath Capital Management Knoxville, Tennessee	$220K	-$3.75K	1	0.1%	Reduced
5211	KC Kades & Cheifetz Berwyn, Pennsylvania	$219K	-$8.94K	1	0.11%	Reduced
5212	AI Arrien Investments Boise, Idaho	$218K	+$191K	1	0.16%	New
5213	WWS Wellington Wealth Strategies Indianapolis, Indiana	$218K	+$107K	1	0.2%	New
5214	WWP Waypoint Wealth Partners Mill Valley, California	$218K	+$213K	1	0.06%	New
5215	NL NDWM LLC La Jolla, California	$217K	+$193K	1	0.18%	New
5216	RFA Rollins Financial Advisors New York City, New York	$217K	$0	1	0.03%	Maintained
5217	SWA Strata Wealth Advisors Dallas, Texas	$217K	+$192K	1	0.07%	New
5218	LWM Level Wealth Management Greensboro, North Carolina	$217K	+$232K	1	0.15%	New
5219	PIA Prakash Investment Advisors Andover, Massachusetts	$216K	+$166K	1	0.21%	New
5220	C1AG Client 1st Advisory Group Dunedin, Florida	$215K	+$191K	1	0.08%	New
5221	AFP Alpha Financial Partners Lexington, Kentucky	$215K	+$210K	1	0.17%	New
5222	SHF Stage Harbor Financial Westwood, Massachusetts	$215K	+$190K	1	0.19%	New
5223	FI Financial Insights Tacoma, Washington	$214K	-$402K	1	0.08%	Reduced
5224	DFA Davies Financial Advisors Murrieta, California	$214K	$0	1	0.18%	Maintained
5225	AWP Atlas Wealth Partners Wyomissing, Pennsylvania	$214K	+$12.2K	1	0.27%	Increased