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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	SA Stewardship Advisors Mount Joy, Pennsylvania	$262K	-$26.6K	1	0.06%	Reduced
5827	BFP Birchwood Financial Partners Bloomington, Minnesota	$262K	+$260K	5	0.26%	New
5828	AWMG Alliance Wealth Management Group Flemington, New Jersey	$262K	$0	1	0.06%	Maintained
5829	PWM Platform Wealth Management Holladay, Utah	$262K	+$262K	1	0.07%	New
5830	CCP Cassia Capital Partners Winston Salem, North Carolina	$260K	-$521	1	0.14%	Reduced
5831	VFA Values First Advisors Gray, Tennessee	$260K	-$60.1K	1	0.13%	Reduced
5832	CDWM Campbell Deegan Wealth Management Richmond, Virginia	$260K	+$1.65K	1	0.21%	Increased
5833	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$259K	$0	1	0.14%	Maintained
5834	CC Capital Counsel New York	$258K	$0	1	0.01%	Maintained
5835	JRPCML J. R. Prunier Capital Management LLC Holden, Massachusetts	$258K	+$254K	1	0.11%	New
5836	WWWM White Wing Wealth Management The Wodlands, Texas	$258K	+$2.17K	1	0.15%	Increased
5837	PPWM PFG Private Wealth Management Lutz, Florida	$257K	-$527K	1	0.11%	Reduced
5838	EAM Everstar Asset Management Mooresville, North Carolina	$257K	+$310K	1	0.14%	New
5839	FTS Fifth Third Securities Cincinnati, Ohio	$256K	+$259K	1	0.02%	New
5840	DWS Discipline Wealth Solutions Greenville, South Carolina	$256K	+$42.1K	1	0.05%	Increased
5841	SCA Sulzberger Capital Advisors Miami, Florida	$256K	$0	1	0.26%	Maintained
5842	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$256K	-$10K	1	0.1%	Reduced
5843	PWM Penobscot Wealth Management Portland, Maine	$256K	$0	1	0.08%	Maintained
5844	FF Fluent Financial Dallas, Texas	$255K	-$1.73M	1	0.1%	Reduced
5845	MAS MPWM Advisory Solutions Alpharetta, Georgia	$255K	+$92K	10	0.14%	Increased
5846	AG Advocate Group Minnetonka, Minnesota	$253K	$0	1	0.04%	Maintained
5847	VIP Viewpoint Investment Partners Calgary, Alberta, Canada	$253K	+$268K	1	0.12%	New
5848	FA Financial Avengers Oakland, California	$253K	+$2.2K	2	0.1%	Increased
5849	SJGA Stephen J. Garry & Associates Garden City, New York	$252K	$0	1	0.2%	Maintained
5850	FA Fermata Advisors Sonoma, California	$252K	+$6.79K	1	0.06%	Increased