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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
5276	WWP Waypoint Wealth Partners Mill Valley, California	$301K	+$276K	1	0.07%	New
5277	AFP Alpha Financial Partners Lexington, Kentucky	$301K	+$23.7K	1	0.22%	Increased
5278	NCM Neumann Capital Management Foster City, California	$301K	$0	1	0.09%	Maintained
5279	CFG Cosner Financial Group Windsor, Colorado	$300K	+$32.5K	1	0.17%	Increased
5280	DSN D. Scott Neal Lexington, Kentucky	$299K	$0	1	0.15%	Maintained
5281	BIM Bullseye Investment Management Cincinnati, Ohio	$297K	$0	1	0.18%	Maintained
5282	BWG Balanced Wealth Group Westlake, Ohio	$297K	+$25.3K	1	0.13%	Increased
5283	PWP PrairieView Wealth Partners Orland Park, Illinois	$295K	$0	1	0.31%	Maintained
5284	Saturna Capital Bellingham, Washington	$293K	$0	1	0%	Maintained
5285	MCM Mainstream Capital Management Los Angeles, California	$292K	-$37.2K	1	0.21%	Reduced
5286	GP Greenline Partners New York	$292K	-$2.15M	1	0.04%	Reduced
5287	BWA Bestgate Wealth Advisors Frederick, Maryland	$291K	$0	1	0.6%	Maintained
5288	SI SimpliFi Inc San Diego, California	$290K	-$23.6K	1	0.13%	Reduced
5289	PCWA Pacific Capital Wealth Advisors Corona, California	$290K	-$289K	1	0.05%	Reduced
5290	BWM Base Wealth Management Lakewood Ranch, Florida	$290K	+$250K	1	0.19%	New
5291	OFO OneAscent Family Office Birmingham, Alabama	$290K	-$240K	1	0.27%	Reduced
5292	CSIA Conrad Siegel Investment Advisors Harrisburg, Pennsylvania	$289K	+$261K	1	0.06%	New
5293	OFP OFC Financial Planning Short Hills, New Jersey	$287K	+$247K	1	0.3%	New
5294	FHB First Hawaiian Bank Honolulu, Hawaii	$287K	$0	1	0.04%	Maintained
5295	ACM Academy Capital Management Waco, Texas	$286K	$0	1	0.04%	Maintained
5296	MWM MBE Wealth Management Tomah, Wisconsin	$285K	+$133	1	0.12%	Increased
5297	WA Westfuller Advisors New York	$285K	+$169K	1	0.16%	New
5298	SL SFM LLC Manchester, New Hampshire	$284K	+$242K	1	0.18%	New
5299	APC Asset Planning Corporation Knoxville, Tennessee	$283K	-$207K	1	0.15%	Reduced
5300	GIM Guild Investment Management Los Angeles, California	$283K	-$1.01K	1	0.25%	Reduced