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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
5826	PWA Peterson Wealth Advisors Orem, Utah	$378K	-$18.5K	2	0.04%	Reduced
5827	CL CPWA LLC Hood River, Oregon	$377K	+$8.23K	2	0.44%	Increased
5828	NCM Nelson Capital Management Menlo Park, California	$377K	$0	1	0.04%	Maintained
5829	BLWM Bucket List Wealth Management The Villages, Florida	$376K	-$28.8K	1	0.19%	Reduced
5830	CFG Cosner Financial Group Windsor, Colorado	$376K	-$53.9K	1	0.19%	Reduced
5831	FHB First Hawaiian Bank Honolulu, Hawaii	$375K	$0	1	0.05%	Maintained
5832	BTC Bank & Trust Company Litchfield, Illinois	$375K	-$197K	9	0.24%	Reduced
5833	PWA Principia Wealth Advisory Dallas, Texas	$374K	+$28.8K	34	0.19%	Increased
5834	CC Capital Counsel New York	$374K	$0	1	0.01%	Maintained
5835	BAWM Bennett Associates Wealth Management Butler, Pennsylvania	$373K	+$361K	1	0.23%	New
5836	ACM Academy Capital Management Waco, Texas	$371K	$0	1	0.05%	Maintained
5837	MCA Maryland Capital Advisors Chester, Maryland	$368K	+$348K	29	0.12%	New
5838	AWMG Alliance Wealth Management Group Flemington, New Jersey	$368K	-$4.7K	1	0.07%	Reduced
5839	LWM LightSquare Wealth Management Bingham Farms, Michigan	$368K	-$194K	1	0.25%	Reduced
5840	NIWA New Insight Wealth Advisors San Ramon, California	$368K	+$104K	1	0.11%	Increased
5841	CA Crane Advisory Fullerton, California	$365K	-$222	1	0.05%	Reduced
5842	LAM Lotus Asset Management Nashville, Tennessee	$363K	+$351K	1	0.32%	New
5843	BWG Balanced Wealth Group Westlake, Ohio	$363K	+$52.4K	1	0.11%	Increased
5844	MFG Mann Financial Group Detroit Lakes, Minnesota	$362K	-$75.1K	1	0.3%	Reduced
5845	LWM Level Wealth Management Greensboro, North Carolina	$361K	$0	1	0.14%	Maintained
5846	BWAM Blue Water Asset Management Grand Rapids, Michigan	$361K	+$4.45K	1	0.12%	Increased
5847	WB West Bancorporation West Des Moines, Iowa	$360K	-$288K	1	0.15%	Reduced
5848	MAM Marquette Asset Management Minneapolis, Minnesota	$360K	+$16.5K	28	0.05%	Increased
5849	HFRG Houlihan Financial Resource Group Ashburn, Virginia	$359K	-$1.25K	1	0.13%	Reduced
5850	AC Anson Capital Tyrone, Georgia	$358K	+$147K	1	0.23%	Increased