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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
5251	BWA BlueChip Wealth Advisors Milton, Georgia	$970K	+$265K	3	0.37%	Increased
5252	GCWM Graham Capital Wealth Management Washington D.c., District of Columbia	$970K	+$714K	2	0.75%	Increased
5253	DAM Directional Asset Management Arlington Heights, Illinois	$969K	+$162K	1	0.82%	Increased
5254	FFWM Future Financial Wealth Management Cincinnati, Ohio	$969K	-$7.83K	2	0.6%	Reduced
5255	MWA Merkkuri Wealth Advisors Hicksville, New York	$968K	+$230K	1	0.6%	Increased
5256	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$967K	+$627K	3	0.14%	Increased
5257	MF Meridian Financial Holliston, Massachusetts	$966K	+$9.17K	2	0.46%	Increased
5258	TWM Tripletail Wealth Management Orlando, Florida	$966K	+$1.24K	10	1.11%	Increased
5259	MQWP Morey & Quinn Wealth Partners Omaha, Nebraska	$965K	-$19K	2	0.62%	Reduced
5260	CP Creekside Partners Petaluma, California	$961K	$0	3	0.35%	Maintained
5261	CP Clarendon Private Boston, Massachusetts	$958K	-$271K	3	0.62%	Reduced
5262	IAG Ipsen Advisor Group Little Rock, Arkansas	$957K	+$72.1K	2	0.62%	Increased
5263	LFA Level Financial Advisors East Amherst, New York	$955K	-$14.1K	3	0.21%	Reduced
5264	MWM Mascoma Wealth Management Hanover, New Hampshire	$954K	+$45.8K	17	0.18%	Increased
5265	GG Gleason Group Prospect, Kentucky	$950K	+$80K	13	0.08%	Increased
5266	FP Fiduciary Planning Englewood, Florida	$945K	-$256K	2	0.25%	Reduced
5267	JBA Johnson Bixby & Associates Vancouver, Washington	$944K	-$277K	3	0.11%	Reduced
5268	RIS Retirement Income Solutions Ann Arbor, Michigan	$943K	$0	3	0.16%	Maintained
5269	CA Claris Advisors St. Louis, Missouri	$943K	$0	2	0.25%	Maintained
5270	LWA LifeGoal Wealth Advisors Saratoga Springs, New York	$941K	-$240K	3	0.43%	Reduced
5271	WTFG Wood Tarver Financial Group Boise, Idaho	$941K	+$212K	3	0.22%	Increased
5272	LFA Lauterbach Financial Advisors El Paso, Texas	$941K	+$626	1	0.4%	Increased
5273	NWM Nolet Wealth Management Fort Worth, Texas	$937K	+$243K	3	0.52%	Increased
5274	RMS Retirement Management Systems Leonardtown, Maryland	$937K	+$444K	2	0.19%	Increased
5275	PCTC Perkins Coie Trust Company Seattle, Washington	$936K	-$4.59M	9	0.16%	Reduced