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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
5226	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$214K	$0	1	0.41%	Maintained
5227	PWM Partners Wealth Management Carmel By The Sea, California	$213K	+$228K	1	0.24%	New
5228	TWM Tanager Wealth Management Goring On Thames, United Kingdom	$213K	-$504K	1	0.03%	Reduced
5229	EFH Eaton Financial Holdings Coral Springs, Florida	$213K	+$357	1	0.08%	Increased
5230	FEG Financial Enhancement Group Anderson, Indiana	$213K	-$5.45M	1	0.03%	Reduced
5231	LFS Leibman Financial Services Louisville, Nebraska	$212K	-$487K	1	0.15%	Reduced
5232	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$212K	+$1.09K	1	0.06%	Increased
5233	FAFN First Affirmative Financial Network Colorado Springs, Colorado	$211K	-$79.5K	1	0.12%	Reduced
5234	RWM Ruedi Wealth Management Champaign, Illinois	$211K	-$2.29K	9	0.07%	Reduced
5235	IPWA International Private Wealth Advisors San Diego, California	$211K	+$220K	1	0.21%	New
5236	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$211K	+$187K	1	0.13%	New
5237	ODG O'Dell Group Cincinnati, Ohio	$211K	+$162K	1	0.05%	New
5238	BMC Bear Mountain Capital Seattle, Washington	$210K	+$37K	7	0.08%	Increased
5239	WMA William Mack & Associates Troy, Michigan	$210K	+$206K	1	0.22%	New
5240	LFA Livelsberger Financial Advisory Ashland, Ohio	$210K	-$8.39K	1	9.83%	Reduced
5241	VWA Valued Wealth Advisors Holladay, Utah	$210K	-$45.2K	17	0.13%	Reduced
5242	LFA Longview Financial Advisors Huntsville, Alabama	$209K	-$25.1K	1	0.17%	Reduced
5243	AC Aldebaran Capital Carmel, Indiana	$209K	-$13.4K	1	0.2%	Reduced
5244	FFP Forbes Financial Planning East Greenwich, Rhode Island	$209K	+$161K	1	0.1%	New
5245	IWB Innovative Wealth Building California, Maryland	$208K	+$223K	1	0.19%	New
5246	PA Pineridge Advisors St. Charles, Missouri	$207K	+$59.5K	9	0.08%	Increased
5247	SCG Sonata Capital Group Seattle, Washington	$207K	+$183K	1	0.09%	New
5248	NCM Noesis Capital Mangement Boca Raton, Florida	$207K	+$202K	1	0.04%	New
5249	SL Sentinus LLC Oak Brook, Illinois	$207K	-$1.44K	1	0.06%	Reduced
5250	AWMG ADG Wealth Management Group Metairie, Louisiana	$206K	+$226K	1	0.18%	New