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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
5476	LTL Lowery Thomas LLC Pebble Beach, California	$239K	+$212K	1	0.14%	New
5477	GG GenWealth Group Maplewood, New Jersey	$239K	$0	1	0.04%	Maintained
5478	HP HT Partners Centerbrook, Connecticut	$239K	$0	1	0.07%	Maintained
5479	CCP Cassia Capital Partners Winston Salem, North Carolina	$238K	+$221K	1	0.13%	New
5480	RS Retirement Solution Redmond, Washington	$238K	$0	1	0.06%	Maintained
5481	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$238K	$0	1	0.05%	Maintained
5482	MSF Mustard Seed Financial Magnolia, Arkansas	$237K	$0	1	0.15%	Maintained
5483	WH Whitcomb & Hess Ashland, Ohio	$237K	+$211K	1	0.06%	New
5484	SCM Sollinda Capital Management Miami, Florida	$237K	-$538K	1	0.07%	Reduced
5485	AI Arrien Investments Boise, Idaho	$237K	$0	1	0.14%	Maintained
5486	DW Dodds Wealth Greenwood Village, Colorado	$237K	+$210K	1	0.06%	New
5487	GWM GoalFusion Wealth Management Austin, Texas	$236K	$0	1	0.11%	Maintained
5488	MAM Marquette Asset Management Minneapolis, Minnesota	$235K	+$143K	18	0.04%	Increased
5489	MKA M. Kulyk & Associates Decatur, Georgia	$235K	$0	1	0.05%	Maintained
5490	MA Maxele Advisors Webster Groves, Missouri	$235K	$0	1	0.2%	Maintained
5491	LKBC L.K. Benson & Company Baltimore, Maryland	$235K	$0	1	0.13%	Maintained
5492	WPA Wealth Preservation Advisors Chattanooga, Tennessee	$234K	-$508K	13	0.14%	Reduced
5493	SCA Sulzberger Capital Advisors Miami, Florida	$234K	-$214K	1	0.26%	Reduced
5494	FAIM Financial Advocates Investment Management Olympia, Washington	$234K	-$11.8M	1	0.13%	Reduced
5495	LRWA Long Run Wealth Advisors Lake Placid, New York	$234K	+$212K	1	0.05%	New
5496	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$233K	-$353K	1	0.08%	Reduced
5497	CP Castleview Partners Dallas, Texas	$232K	-$224K	1	0.13%	Reduced
5498	GCWM Graham Capital Wealth Management Washington D.c., District of Columbia	$232K	$0	1	0.24%	Maintained
5499	HBCM Heron Bay Capital Management Bloomfield Hills, Michigan	$231K	-$7.19K	1	0.04%	Reduced
5500	TWM Trinity Wealth Management Berwyn, Pennsylvania	$230K	-$738	1	0.09%	Reduced