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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
5376	VFS Valpey Financial Services Concord, New Hampshire	$249K	+$230K	1	0.17%	New
5377	FW Fairway Wealth Independence, Ohio	$248K	-$87.3K	3	0.08%	Reduced
5378	MBAM Mink Brook Asset Management West Palm Beach, Florida	$246K	+$198K	1	0.21%	New
5379	CC Capital Counsel New York	$246K	+$250K	1	0.01%	New
5380	PSF Pacific Sun Financial Los Angeles, California	$245K	$0	1	0.13%	Maintained
5381	SCG Sonata Capital Group Seattle, Washington	$245K	+$220K	1	0.1%	New
5382	C1AG Client 1st Advisory Group Dunedin, Florida	$244K	+$220K	1	0.09%	New
5383	TMWM Taylor & Morgan Wealth Management Flint, Michigan	$244K	+$208K	1	0.16%	New
5384	SJGA Stephen J. Garry & Associates Garden City, New York	$243K	+$219K	1	0.21%	New
5385	NG NatWest Group Edinburgh, Scotland, United Kingdom	$243K	-$43.5K	1	0.07%	Reduced
5386	CFG Compton Financial Group Towson, Maryland	$243K	+$219K	1	0.06%	New
5387	SHF Stage Harbor Financial Westwood, Massachusetts	$241K	-$12.1K	1	0.2%	Reduced
5388	VWA Valued Wealth Advisors Holladay, Utah	$240K	-$7.24K	17	0.13%	Reduced
5389	ACC Acorn Creek Capital Fort Collins, Colorado	$240K	-$3.3K	1	0.1%	Reduced
5390	ATI ARK & TLK Investments Oklahoma City, Oklahoma	$239K	$0	1	0.08%	Maintained
5391	SWM Seaside Wealth Management Carlsbad, California	$239K	+$3.24K	1	0.08%	Increased
5392	CA Clune & Associates Chicago, Illinois	$239K	$0	1	0.07%	Maintained
5393	EPA Element Pointe Advisors Miami, Florida	$238K	+$201K	1	0.06%	New
5394	Legacy Financial Group (Iowa) Des Moines, Iowa	$238K	+$203K	1	0.03%	New
5395	BSAM Blue Square Asset Management New York	$238K	$0	1	0.11%	Maintained
5396	MPIA Milestones Private Investment Advisors Fairport, New York	$238K	+$203K	1	0.18%	New
5397	BCM Beryl Capital Management Redondo Beach, California	$238K	+$235K	1	0.04%	New
5398	RSS Rosenblum Silverman Sutton San Francisco, California	$237K	$0	1	0.06%	Maintained
5399	WAOI Wealth Advisors of Iowa West Des Moines, Iowa	$237K	+$133	1	0.09%	Increased
5400	JHC J. Hagan Capital Louisville, Kentucky	$237K	+$198K	1	0.16%	New