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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
5401	Betterment LLC New York	$237K	-$222K	1	0%	Reduced
5402	CWM Concentrum Wealth Management San Jose, California	$237K	+$204K	1	0.07%	New
5403	FA Fermata Advisors Sonoma, California	$236K	-$481K	1	0.06%	Reduced
5404	PFA Pettinga Financial Advisors Evansville, Indiana	$236K	+$201K	1	0.05%	New
5405	VW Vance Wealth Santa Clarita, California	$235K	-$2.67K	1	0.08%	Reduced
5406	DF DecisionPoint Financial Mesa, Arizona	$235K	+$59.1K	17	0.06%	Increased
5407	HWM Hobbs Wealth Management Zionsville, Indiana	$234K	+$202K	1	0.22%	New
5408	CQWA Chokshi & Queen Wealth Advisors San Diego, California	$233K	$0	1	0.13%	Maintained
5409	IA IMZ Advisory Boca Raton, Florida	$233K	+$1.38K	1	0.09%	Increased
5410	DWM Daner Wealth Management Alpharetta, Georgia	$233K	+$183K	1	0.16%	New
5411	Granahan Investment Management Waltham, Massachusetts	$233K	+$186K	1	0.01%	New
5412	SMAM Sugar Maple Asset Management Sister Bay, Wisconsin	$232K	+$181K	1	0.18%	New
5413	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$232K	-$2.81K	1	0.07%	Reduced
5414	EP EPIQ Partners Minneapolis, Minnesota	$232K	$0	1	0.12%	Maintained
5415	RS Retirement Solution Redmond, Washington	$231K	+$208K	1	0.06%	New
5416	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$231K	-$59.1K	1	0.02%	Reduced
5417	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$231K	+$208K	1	0.06%	New
5418	PWM Proathlete Wealth Management Boca Raton, Florida	$231K	-$16.8K	5	0.07%	Reduced
5419	TWM Tolleson Wealth Management Dallas, Texas	$230K	+$208K	1	0.04%	New
5420	QFA Quattro Financial Advisors The Woodlands, Texas	$230K	-$189K	1	0.08%	Reduced
5421	AI Arrien Investments Boise, Idaho	$230K	+$207K	1	0.15%	New
5422	EI eCIO Inc Madison, Wisconsin	$230K	-$218K	1	0.1%	Reduced
5423	FFW Fusion Family Wealth Woodbury, New York	$230K	+$196K	1	0.02%	New
5424	CWM Cherrydale Wealth Management Hoboken, New Jersey	$230K	+$198K	1	0.08%	New
5425	PAM Pacific Asset Management Gig Harbor, Washington	$229K	+$207K	1	0.18%	New