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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	AM Atwater Malick Lancaster, Pennsylvania	$219K	$0	1	0.07%	Maintained
5452	VBA von Borstel & Associates The Dalles, Oregon	$219K	-$185K	1	0.06%	Reduced
5453	KV Kickstand Ventures Pittsford, New York	$219K	$0	1	0.05%	Maintained
5454	WAS Wealth Advisory Solutions Indiianapolis, Indiana	$218K	-$222K	1	0.06%	Reduced
5455	JFG JDM Financial Group Austin, Texas	$218K	+$2.3K	8	0.1%	Increased
5456	PA PSI Advisors Tampa, Florida	$218K	-$652K	1	0.11%	Reduced
5457	HNWA Henrickson Nauta Wealth Advisors Belmont, Michigan	$217K	+$196K	1	0.08%	New
5458	AWMG ADG Wealth Management Group Metairie, Louisiana	$217K	+$195K	1	0.18%	New
5459	CCA Cottonwood Capital Advisors Salt Lake City, Utah	$216K	+$200K	1	0.15%	New
5460	RPCA Running Point Capital Advisors El Segundo, California	$215K	+$194K	1	0.06%	New
5461	AC Avant Capital Lafayette, Louisiana	$215K	+$185K	1	0.17%	New
5462	PWM Penobscot Wealth Management Portland, Maine	$214K	+$183K	1	0.08%	New
5463	BFS Bare Financial Services Gap, Pennsylvania	$214K	+$113K	28	0.07%	Increased
5464	HI Human Investing Lake Oswego, Oregon	$214K	+$195K	1	0.03%	New
5465	TWM Trinity Wealth Management Berwyn, Pennsylvania	$213K	+$193K	1	0.08%	New
5466	TPF Tribridge Partners Financial Columbia, Maryland	$213K	+$194K	1	0.13%	New
5467	AFO Allie Family Office Miami, Florida	$212K	+$194K	1	0.11%	New
5468	EFP Elser Financial Planning Indianapolis, Indiana	$212K	-$468	1	0.26%	Reduced
5469	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$212K	+$181K	1	0.12%	New
5470	OFG Orcam Financial Group Encinitas, California	$212K	$0	1	0.18%	Maintained
5471	AC Annandale Capital Dallas, Texas	$211K	+$190K	1	0.02%	New
5472	MHIP Mountain Hill Investment Partners Atlantic Highlands, New Jersey	$210K	+$6.24K	3	0.18%	Increased
5473	TA TKG Advisors Valparaiso, Indiana	$210K	-$37.8K	1	0.09%	Reduced
5474	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$210K	-$185K	10	0.1%	Reduced
5475	RFG RFP Financial Group Atlanta, Georgia	$209K	$0	1	0.09%	Maintained