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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
5851	SFA Seneca Financial Advisors Rochester, New York	$251K	+$174	1	0.08%	Increased
5852	HAP Harbor Asset Planning Belmont, Massachusetts	$251K	-$5.87K	7	0.21%	Reduced
5853	KWM KRM Wealth Management Reno, Nevada	$250K	+$245K	1	0.14%	New
5854	MKW Mullaney, Keating & Wright Middletown, Connecticut	$250K	$0	1	0.13%	Maintained
5855	AAMC Asset Allocation & Management Company Chicago, Illinois	$250K	$0	1	0.1%	Maintained
5856	AA Auctus Advisors Charlotte, North Carolina	$250K	+$244K	1	0.23%	New
5857	TF Tenzing Financial Williamsburg, Virginia	$250K	+$244K	1	0.2%	New
5858	PPP Prism Planning Partners Libertyville, Illinois	$249K	+$244K	1	0.28%	New
5859	JCP JB Capital Partners Armonk, New York	$249K	$0	1	0.04%	Maintained
5860	AAMG AMG Asset Management Group Cartersville, Georgia	$249K	+$253K	1	0.8%	New
5861	QEI QSV Equity Investors Naperville, Illinois	$249K	-$12.5K	1	0.37%	Reduced
5862	WF WinCap Financial Boston, Massachusetts	$248K	-$39.1K	1	0.17%	Reduced
5863	GCWM Graham Capital Wealth Management Washington D.c., District of Columbia	$248K	-$5.38K	1	0.23%	Reduced
5864	MS Monetary Solutions Dayton, Ohio	$248K	+$243K	8	0.24%	New
5865	DFS Dixon Fnancial Services Lafayette, California	$248K	+$2.11K	1	0.11%	Increased
5866	KCAM Kagan Cocozza Asset Management Mickleton, New Jersey	$247K	$0	1	0.18%	Maintained
5867	RWM Raffa Wealth Management Washington, District of Columbia	$246K	+$40.2K	28	0.04%	Increased
5868	CPP Capasso Planning Partners Charleston, South Carolina	$245K	+$250K	1	0.13%	New
5869	Deerfield Management New York	$245K	$0	1	0%	Maintained
5870	IWB Innovative Wealth Building California, Maryland	$245K	-$11.6K	1	0.18%	Reduced
5871	TR Tepp RIA Westfield, New Jersey	$245K	-$25.8K	1	0.24%	Reduced
5872	KWA Kellett Wealth Advisors Cincinnati, Ohio	$245K	+$249K	1	0.14%	New
5873	HIF Hill Island Financial Grand Rapids, Michigan	$244K	+$249K	1	0.06%	New
5874	TI TTP Investments San Jose, California	$244K	-$4.02M	1	0.08%	Reduced
5875	VBA von Borstel & Associates The Dalles, Oregon	$244K	-$2.81M	1	0.06%	Reduced