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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
5526	ZWA Zinnia Wealth Advisory Ocala, Florida	$640K	-$159K	2	0.65%	Reduced
5527	FPN Financial Planning Navigators Maple Grove, Minnesota	$640K	+$143K	2	0.24%	Increased
5528	PWM Power Wealth Management Alpharetta, Georgia	$640K	+$411K	2	0.22%	Increased
5529	KG Kilter Group Rhinebeck, New York	$637K	+$74.7K	32	0.23%	Increased
5530	HHGA Halbert Hargrove Global Advisors Long Beach, California	$635K	+$18.5K	15	0.03%	Increased
5531	PWA Portus Wealth Advisors Charlotte, North Carolina	$635K	-$456K	1	0.52%	Reduced
5532	BWM Blossom Wealth Management San Ramon, Ca, California	$633K	-$18.1K	1	0.89%	Reduced
5533	MWA Muirfield Wealth Advisors Charlotte, North Carolina	$632K	+$2.06K	2	0.41%	Increased
5534	TIAAOA Teachers Insurance & Annuity Association of America New York	$630K	-$2.27K	3	0.69%	Reduced
5535	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$629K	+$217K	2	0.19%	Increased
5536	MAM Mullooly Asset Management Wall Township, New Jersey	$628K	$0	1	0.19%	Maintained
5537	BCI Blue Capital Inc Omaha, Nebraska	$626K	-$3.45M	2	0.4%	Reduced
5538	AM Atwater Malick Lancaster, Pennsylvania	$625K	+$278K	2	0.14%	Increased
5539	IWMO Integrated Wealth Management (Ohio) Uniontown, Ohio	$624K	-$266K	1	0.66%	Reduced
5540	UW Unique Wealth Clearwater, Florida	$624K	+$16.4K	2	0.07%	Increased
5541	VIP Viewpoint Investment Partners Calgary, Alberta, Canada	$623K	+$442K	2	0.21%	Increased
5542	RWIA Roger Wittlin Investment Advisory San Francisco, California	$623K	$0	1	0.49%	Maintained
5543	TWM Tanager Wealth Management Goring On Thames, United Kingdom	$622K	+$271K	2	0.05%	Increased
5544	SC Swan Capital Pensacola, Florida	$621K	+$73.3K	29	0.21%	Increased
5545	IWP Innova Wealth Partners Newtown, Pennsylvania	$617K	+$6.54K	2	0.25%	Increased
5546	CH CDKV Holdings Denver, Colorado	$615K	+$21.3K	10	0.48%	Increased
5547	QFA Quattro Financial Advisors The Woodlands, Texas	$615K	-$246K	1	0.13%	Reduced
5548	SHFA SC&H Financial Advisors Sparks, Maryland	$615K	+$91	2	0.08%	Increased
5549	RF Robinswood Financial Kirkland, Washington	$614K	+$48.2K	11	0.18%	Increased
5550	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$614K	+$692K	2	0.22%	New