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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
5801	BAM Boyar Asset Management New York	$406K	-$752K	1	0.23%	Reduced
5802	AC Avant Capital Lafayette, Louisiana	$405K	+$79.9K	1	0.25%	Increased
5803	AWM Act Wealth Management Plano, Texas	$403K	+$13.8K	1	0.12%	Increased
5804	CCA Clarity Capital Advisors Lakewood Ranch, Florida	$400K	$0	1	0.17%	Maintained
5805	FRM Foundation Resource Management Little Rock, Arkansas	$400K	+$65.8K	1	0.05%	Increased
5806	PFP Paragon Financial Partners Woodland Hills, California	$400K	$0	1	0.21%	Maintained
5807	GWA Genesis Wealth Advisors Braintree, Massachusetts	$399K	$0	1	0.24%	Maintained
5808	FGI Foresight Global Investors Purchase, New York	$398K	-$14.5K	1	0.24%	Reduced
5809	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$398K	$0	1	0.11%	Maintained
5810	RHP Royal Harbor Partners Houston, Texas	$397K	-$218K	1	0.12%	Reduced
5811	BM Belfer Management New York	$396K	$0	1	6.56%	Maintained
5812	MIHAS Maj Invest Holding A/S Copenhagen K, Denmark	$394K	$0	3	0.02%	Maintained
5813	KPWM KDK Private Wealth Management Houston, Texas	$393K	+$391K	1	0.33%	New
5814	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$391K	+$136K	7	0.23%	Increased
5815	BW BostonPremier Wealth Hanover, Massachusetts	$390K	+$57.3K	1	0.17%	Increased
5816	HM Harvest Management New York	$390K	-$378K	1	0.15%	Reduced
5817	SA Seneschal Advisors Tacoma, Washington	$388K	+$67.4K	16	0.27%	Increased
5818	1L 10Elms LLP Tulsa, Oklahoma	$387K	+$43.8K	5	0.16%	Increased
5819	CA Corrado Advisors Ramsey, New Jersey	$385K	-$54.1K	1	0.18%	Reduced
5820	OAG Oakmont Advisory Group Albuquerque, New Mexico	$385K	+$165K	12	0.32%	Increased
5821	JBW Journey Beyond Wealth Roswell, Georgia	$384K	$0	1	0.3%	Maintained
5822	PCWA Pacific Capital Wealth Advisors Corona, California	$381K	$0	1	0.06%	Maintained
5823	RG RHL Group Holly, Michigan	$379K	-$1.84M	8	0.32%	Reduced
5824	NL NKCFO LLC Geneva, Illinois	$379K	-$416K	1	0.11%	Reduced
5825	IWAO Independence Wealth Advisors (Ohio) Independence, Ohio	$379K	+$47.6K	1	0.19%	Increased