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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
5426	DC Darrow Company Needham, Massachusetts	$259K	+$4.66K	1	0.12%	Increased
5427	VWA Valued Wealth Advisors Holladay, Utah	$258K	-$321	17	0.12%	Reduced
5428	SC Stance Capital Boston, Massachusetts	$258K	-$1.67M	2	0.09%	Reduced
5429	OAJ Ogorek Anthony Joseph Williamsville, New York	$258K	-$32.4K	13	0.07%	Reduced
5430	TCM Towercrest Capital Management Newtown, Pennsylvania	$258K	+$234K	1	0.04%	New
5431	HAP Harbor Asset Planning Belmont, Massachusetts	$257K	$0	7	0.23%	Maintained
5432	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$257K	$0	1	0.14%	Maintained
5433	CDWM Campbell Deegan Wealth Management Richmond, Virginia	$257K	-$12.4K	1	0.23%	Reduced
5434	AM Atwater Malick Lancaster, Pennsylvania	$256K	$0	1	0.07%	Maintained
5435	PWA PCG Wealth Advisors Overland Park, Kansas	$256K	+$228K	1	0.07%	New
5436	AWMG Alliance Wealth Management Group Flemington, New Jersey	$256K	+$232K	1	0.06%	New
5437	CSIA Carl Stuart Investment Advisor Austin, Texas	$256K	$0	1	0.24%	Maintained
5438	SC Summa Corp Tomball, Texas	$255K	-$209	1	0.11%	Reduced
5439	RTL Red Tortoise LLC Atlanta, Georgia	$254K	+$70.9K	13	0.11%	Increased
5440	SG Somerset Group Wayzata, Minnesota	$254K	$0	1	0.2%	Maintained
5441	Caledonia Investments (Australia) Sydney NSW, Australia	$253K	+$221K	1	0%	New
5442	LFA Livelsberger Financial Advisory Ashland, Ohio	$252K	-$22.6K	1	9.4%	Reduced
5443	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$252K	-$264K	1	0.13%	Reduced
5444	MWA Muirfield Wealth Advisors Charlotte, North Carolina	$252K	+$493	1	0.19%	Increased
5445	RFP RCS Financial Planning Annapolis, Maryland	$252K	$0	1	0.11%	Maintained
5446	SJGA Stephen J. Garry & Associates Garden City, New York	$251K	$0	1	0.2%	Maintained
5447	CCM Cambridge Capital Management O'fallon, Illinois	$251K	$0	1	0.12%	Maintained
5448	CFG Compton Financial Group Towson, Maryland	$250K	$0	1	0.06%	Maintained
5449	PWM Penobscot Wealth Management Portland, Maine	$250K	$0	1	0.08%	Maintained
5450	PWM Pacific Wealth Management San Diego, California	$250K	+$204K	1	0.13%	New