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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
5501	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$230K	+$246K	1	0.06%	New
5502	GRA Golden Road Advisors Tampa, Florida	$230K	+$213K	1	0.13%	New
5503	SFA Seneca Financial Advisors Rochester, New York	$229K	+$213K	1	0.07%	New
5504	CWM Core Wealth Management Jupiter, Florida	$229K	+$208K	1	0.07%	New
5505	MKW Mullaney, Keating & Wright Middletown, Connecticut	$228K	+$212K	1	0.13%	New
5506	NWMP Noble Wealth Management PBC Greenwood Village, Colorado	$228K	+$211K	6	0.12%	New
5507	AWMG ADG Wealth Management Group Metairie, Louisiana	$228K	$0	1	0.18%	Maintained
5508	SWM Sagace Wealth Management St. Petersburg, Florida	$228K	-$58.2K	1	0.15%	Reduced
5509	SA SPG Advisors Kirkland, Washington	$227K	$0	1	2.62%	Maintained
5510	CAG Centerpoint Advisory Group Overland Park, Kansas	$227K	+$202K	1	0.18%	New
5511	CP Clarendon Private Boston, Massachusetts	$226K	+$201K	1	0.21%	New
5512	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$226K	+$210K	1	0.11%	New
5513	TC TradeLink Capital Chicago, Illinois	$226K	-$3.62M	1	1.62%	Reduced
5514	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$226K	-$47.8K	4	0.12%	Reduced
5515	AAM Ackerman Asset Management Rockville, Maryland	$225K	+$200K	1	0.16%	New
5516	VFS Valpey Financial Services Concord, New Hampshire	$225K	$0	1	0.15%	Maintained
5517	LAMC Longview Asset Management (California) San Rafael, California	$225K	$0	4	0.13%	Maintained
5518	VR Valued Retirements Houston, Texas	$224K	$0	1	0.25%	Maintained
5519	MC McCarthy & Cox Marysville, Ohio	$224K	+$208K	1	0.05%	New
5520	HAS Horizon Advisory Services West Henrietta, New York	$224K	-$72.4K	1	0.11%	Reduced
5521	AWP Avid Wealth Partners San Antonio, Texas	$224K	+$203K	1	0.11%	New
5522	FCIM Fairview Capital Investment Management Greenbrae, California	$223K	+$203K	1	0.01%	New
5523	WFL Wealth Forward LLC Fargo, North Dakota	$223K	+$202K	1	0.13%	New
5524	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$222K	+$26.9K	19	0.15%	Increased
5525	CC Capital Counsel New York	$222K	$0	1	0.01%	Maintained