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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
5451	NWM Navigoe Wealth Management Redondo Beach, California	$720K	+$226K	41	0.38%	Increased
5452	PCMN Paradigm Capital Management (Nevada) Reno, Nevada	$717K	+$414K	2	0.62%	Increased
5453	EPP ETF Portfolio Partners Leawood, Kansas	$716K	$0	1	0.17%	Maintained
5454	BWA BlueSky Wealth Advisors New Bern, North Carolina	$714K	-$65.6K	2	0.08%	Reduced
5455	KPP Kings Path Partners Sugar Land, Texas	$714K	+$347K	6	0.19%	Increased
5456	EPA Element Pointe Advisors Miami, Florida	$713K	+$470K	3	0.11%	Increased
5457	AAS Asset Allocation Strategies Farmington, Michigan	$713K	-$21.5K	2	0.11%	Reduced
5458	TI tru Independence Portland, Oregon	$712K	+$1.3K	2	0.31%	Increased
5459	AWF Alpha Wealth Funds Park City, Utah	$711K	+$317K	2	0.39%	Increased
5460	WWMP Wagner Wealth Management (Pennsylvania) Conyngham, Pennsylvania	$711K	+$191K	2	0.57%	Increased
5461	JWM Jackson Wealth Management Lake Mary, Florida	$710K	-$9.09M	2	0.42%	Reduced
5462	RFG RFP Financial Group Atlanta, Georgia	$710K	+$146K	2	0.32%	Increased
5463	PC PCB Capital East Brunswick, New Jersey	$709K	-$220K	2	0.86%	Reduced
5464	FWWM Fiscal Wisdom Wealth Management Canton, Connecticut	$709K	+$461K	3	0.6%	Increased
5465	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$708K	$0	1	0.33%	Maintained
5466	RFS RM Financial Services Falmouth, Maine	$708K	$0	1	0.53%	Maintained
5467	FWM Fingerlakes Wealth Management Ithaca, New York	$707K	+$2.7K	2	0.38%	Increased
5468	EP Ehrenkranz Partners New York	$706K	+$22.7K	2	0.41%	Increased
5469	DKCM Davidson Kahn Capital Management Sherman Oaks, California	$704K	$0	2	0.3%	Maintained
5470	SWM StoneCrest Wealth Management Chandler, Arizona	$703K	-$6.2M	1	0.22%	Reduced
5471	TIM Total Investment Management Scottsdale, Arizona	$702K	+$191K	2	0.07%	Increased
5472	SRCM Signature Resources Capital Management Newport Beach, California	$702K	+$234K	14	0.28%	Increased
5473	GMF Grace & Mercy Foundation New York	$700K	$0	1	0.17%	Maintained
5474	NWM Navigate Wealth Management Birmingham, Alabama	$700K	-$262K	2	0.43%	Reduced
5475	FI FWG Investments Lexington, Kentucky	$698K	+$266K	1	0.37%	Increased