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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
5976	CF Crosspoint Financial Tustin, California	$276K	$0	1	0.63%	Maintained
5977	MHIP Mountain Hill Investment Partners Atlantic Highlands, New Jersey	$276K	+$102K	4	0.16%	Increased
5978	AA Auctus Advisors Charlotte, North Carolina	$275K	$0	1	0.23%	Maintained
5979	MSF Mustard Seed Financial Magnolia, Arkansas	$275K	$0	1	0.14%	Maintained
5980	IWA Invera Wealth Advisors Bend, Oregon	$274K	+$257K	1	0.15%	New
5981	TBFA Three Bearings Fiduciary Advisors Hampton, New Hampshire	$274K	$0	10	0.25%	Maintained
5982	BI Breachway Investments Charlestown, Rhode Island	$273K	-$524K	1	0.41%	Reduced
5983	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$273K	+$53.5K	6	0.16%	Increased
5984	EWA Exit Wealth Advisors Atlanta, Georgia	$272K	-$281K	1	0.12%	Reduced
5985	DFS Dixon Fnancial Services Lafayette, California	$271K	$0	1	0.11%	Maintained
5986	SHF Stage Harbor Financial Westwood, Massachusetts	$271K	$0	1	0.16%	Maintained
5987	HAP Harbor Asset Planning Belmont, Massachusetts	$270K	-$829	8	0.2%	Reduced
5988	1NWS 1 North Wealth Services Annapolis, Maryland	$270K	+$15.5K	12	0.09%	Increased
5989	ML MILFAM LLC Stuart, Florida	$269K	+$199K	1	0.21%	New
5990	CCM Crabel Capital Management Los Angeles, California	$268K	-$298K	1	0.2%	Reduced
5991	SWA Serenus Wealth Advisors Santa Monica, California	$266K	+$311K	1	0.05%	New
5992	NL NDWM LLC La Jolla, California	$266K	$0	1	0.16%	Maintained
5993	SCA Sulzberger Capital Advisors Miami, Florida	$265K	$0	1	0.26%	Maintained
5994	TMWM Taylor & Morgan Wealth Management Flint, Michigan	$264K	-$215K	1	0.13%	Reduced
5995	CDWM Campbell Deegan Wealth Management Richmond, Virginia	$263K	+$890	1	0.19%	Increased
5996	FLFS Family Legacy Financial Solutions Cary, North Carolina	$262K	+$214K	1	0.16%	New
5997	CWM Carolina Wealth Management Greenville, North Carolina	$262K	+$306K	1	0.12%	New
5998	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$261K	$0	1	0.14%	Maintained
5999	GPW Gray Private Wealth Canton, Massachusetts	$261K	+$252K	1	0.11%	New
6000	WWM Wiser Wealth Management Marietta, Georgia	$260K	+$218K	1	0.05%	New