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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
5601	FFA Frazier Financial Advisors Columbus, Ohio	$573K	-$75.4K	18	0.29%	Reduced
5602	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$573K	-$151K	2	0.11%	Reduced
5603	PPWM PFG Private Wealth Management Lutz, Florida	$572K	-$162K	2	0.25%	Reduced
5604	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$572K	+$48.8K	5	0.31%	Increased
5605	AWMI Aegis Wealth Management (Iowa) Guthrie Center, Iowa	$571K	+$215K	2	0.37%	Increased
5606	DWM Denver Wealth Management Denver, Colorado	$571K	+$568K	1	0.16%	New
5607	GC GFG Capital Miami, Florida	$569K	+$242K	2	0.16%	Increased
5608	PS Portfolio Strategies Monsey, New York	$569K	-$19.8M	2	0.06%	Reduced
5609	LCM Lunt Capital Management Holladay, Utah	$567K	-$161K	1	0.21%	Reduced
5610	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$566K	+$564K	2	0.09%	New
5611	NCM Notable Capital Management Menlo Park, California	$566K	+$562K	1	1.1%	New
5612	FOFP Fee-Only Financial Planning Okatie, South Carolina	$565K	-$15.7K	1	0.3%	Reduced
5613	WCM Wallace Capital Management Dallas, Texas	$564K	+$338K	1	0.06%	Increased
5614	IWP Insight Wealth Partners Plano, Texas	$564K	-$1.11M	1	0.08%	Reduced
5615	WCM Windsor Capital Management Phoenix, Arizona	$562K	-$597K	2	0.15%	Reduced
5616	SPP Single Point Partners Boston, Massachusetts	$562K	-$167K	2	0.1%	Reduced
5617	FF Francis Financial	$562K	+$24.1K	1	0.09%	Increased
5618	IW Imprint Wealth Mount Pleasant, South Carolina	$560K	+$96K	7	2.28%	Increased
5619	MA Mosaic Advisors Houston, Texas	$560K	+$341K	1	0.75%	Increased
5620	PFG Pinnacle Financial Group Western Springs, Illinois	$559K	-$1.97K	2	0.14%	Reduced
5621	PFO PMG Family Office Plano, Texas	$559K	+$14.3K	2	0.52%	Increased
5622	IMC Investment Management Corporation Roanoke, Virginia	$557K	+$9.93K	1	0.47%	Increased
5623	TS TradeWell Securities Fort Wayne, Indiana	$555K	+$313	2	0.2%	Increased
5624	CLIP Colter Lewis Investment Partners Greenwich, Connecticut	$554K	-$725K	2	0.25%	Reduced
5625	SFC Swisher Financial Concepts Westerville, Ohio	$554K	-$429K	1	0.35%	Reduced