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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
5326	KFGG Keystone Financial Group (Georgia) Atlanta, Georgia	$128K	+$607	4	0.09%	Increased
5327	BGA Battery Global Advisors Boston, Massachusetts	$126K	-$37.5K	4	0.07%	Reduced
5328	CRFG Columbia River Financial Group Vancouver, Washington	$126K	+$125K	3	0.08%	New
5329	BFS Burkett Financial Services Rock Hill, South Carolina	$126K	+$2.4K	7	0.05%	Increased
5330	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$125K	$0	3	0.09%	Maintained
5331	JTBR James T. Borello RIA East Dundee, Illinois	$123K	$0	5	0.04%	Maintained
5332	CF Collier Financial Denver, Colorado	$122K	+$460	2	0.1%	Increased
5333	BSC Brown Shipley & Co London, United Kingdom	$122K	-$60.1K	2	0.07%	Reduced
5334	OFG Orcam Financial Group Encinitas, California	$117K	$0	1	0.11%	Maintained
5335	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$116K	+$20.1K	9	0.08%	Increased
5336	GC Gould Capital Tacoma, Washington	$116K	+$9.63K	5	0.08%	Increased
5337	FIG Fortress Investment Group New York	$114K	-$611K	1	0.02%	Reduced
5338	BCWM Ball & Co Wealth Management Franklin, Tennessee	$114K	-$2.19K	3	0.12%	Reduced
5339	SWP SIMA Wealth Partners North Chesterfield, Virginia	$110K	$0	2	0.09%	Maintained
5340	PPA Pilgrim Partners Asia Singapore	$109K	-$3.71M	2	0.1%	Reduced
5341	IA IFS Advisors Overland Park, Kansas	$102K	+$6.49K	7	0.08%	Increased
5342	KPP Kings Path Partners Sugar Land, Texas	$101K	-$75.6K	3	0.05%	Reduced
5343	JWS Juncture Wealth Strategies Scottsdale, Arizona	$98.3K	$0	1	0.04%	Maintained
5344	JCP JB Capital Partners Armonk, New York	$97.4K	$0	1	0.02%	Maintained
5345	NCM Northwest Capital Management Lake Oswego, Oregon	$91.1K	-$71.5K	9	0.04%	Reduced
5346	YAL Your Advocates Ltd Houston, Texas	$90.8K	-$240	3	0.03%	Reduced
5347	IAG Innovative Advisory Group Lexington, Massachusetts	$89.5K	$0	5	0.09%	Maintained
5348	BCG Barington Capital Group New York	$88.5K	-$2.25M	1	0.09%	Reduced
5349	FCG Financial Connections Group Corte Madera, California	$88K	+$46.7K	5	0.04%	Increased
5350	PPWM PFG Private Wealth Management Lutz, Florida	$86.8K	+$38.9K	8	0.05%	Increased