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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	FLFS Family Legacy Financial Solutions Cary, North Carolina	$273K	-$449K	1	0.21%	Reduced
5802	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$273K	-$2.87K	1	0.04%	Reduced
5803	OWA OakTrust Wealth Advisors Wilton, Connecticut	$272K	+$257K	1	0.25%	New
5804	BFAG Blackston Financial Advisory Group The Villages, Florida	$271K	-$3M	1	0.17%	Reduced
5805	TFS Targeted Financial Services Seminole, Florida	$271K	+$257K	1	0.23%	New
5806	NWS Nvest Wealth Strategies Powell, Ohio	$270K	+$271K	6	0.2%	New
5807	EA Ergawealth Advisors Oak Brook, Illinois	$270K	$0	1	0.12%	Maintained
5808	LRWM Lord & Richards Wealth Management Highlands Ranch, Colorado	$269K	+$65.9K	1	0.23%	Increased
5809	BFS Bare Financial Services Gap, Pennsylvania	$269K	+$4.98K	33	0.07%	Increased
5810	APCM Arbiter Partners Capital Management New York	$269K	+$278K	1	0.13%	New
5811	TPF Tribridge Partners Financial Columbia, Maryland	$268K	$0	1	0.11%	Maintained
5812	AFO Allie Family Office Miami, Florida	$267K	$0	1	0.12%	Maintained
5813	NFGH Nan Fung Group Holdings Kai Tak, Hong Kong	$267K	-$1.47M	1	0.24%	Reduced
5814	DC Darrow Company Needham, Massachusetts	$267K	$0	1	0.12%	Maintained
5815	NL NDWM LLC La Jolla, California	$266K	$0	1	0.18%	Maintained
5816	RIA Retirement Investment Advisors Oklahoma City, Oklahoma	$266K	+$37.7K	1	0.02%	Increased
5817	BWA Bestgate Wealth Advisors Frederick, Maryland	$266K	-$16K	1	0.47%	Reduced
5818	MW Marks Wealth Annapolis, Maryland	$265K	-$41.1K	1	0.09%	Reduced
5819	IA IMZ Advisory Boca Raton, Florida	$265K	+$1.36K	1	0.1%	Increased
5820	UFPG United Financial Planning Group Hauppauge, New York	$264K	+$50.3K	14	0.16%	Increased
5821	GW Graetz Wealth Jenison, Michigan	$264K	+$269K	1	0.24%	New
5822	TWM Trinity Wealth Management Berwyn, Pennsylvania	$264K	-$3.27K	1	0.1%	Reduced
5823	TCM Towercrest Capital Management Newtown, Pennsylvania	$264K	$0	1	0.04%	Maintained
5824	OC OxenFree Capital Satellite Beach, Florida	$263K	+$289	1	0.14%	Increased
5825	SA Stewardship Advisors Mount Joy, Pennsylvania	$262K	-$26.6K	1	0.06%	Reduced