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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	DF Define Financial San Diego, California	$212K	+$216K	1	0.12%	New
5977	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$212K	$0	1	0.1%	Maintained
5978	TCM TT Capital Management Coto De Caza, California	$211K	-$40.7K	1	0.17%	Reduced
5979	BHFP Blom & Howell Financial Planning Modesto, California	$211K	+$200K	1	0.21%	New
5980	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$211K	-$336K	1	0.04%	Reduced
5981	VR Valued Retirements Houston, Texas	$211K	-$82.7K	1	0.21%	Reduced
5982	TCTWM Three Cord True Wealth Management Beaver, Pennsylvania	$211K	$0	1	0.12%	Maintained
5983	GFG Grantvest Financial Group Matawan, New Jersey	$211K	+$301	1	0.14%	Increased
5984	RLH RD Lewis Holdings Maitland, Florida	$209K	+$159K	1	0.18%	New
5985	AAA AG Asset Advisory Los Angeles, California	$209K	+$204K	1	0.18%	New
5986	WAT Wealth Advisory Team Bellevue, Kentucky	$209K	+$204K	1	0.18%	New
5987	VFS Valpey Financial Services Concord, New Hampshire	$209K	-$12.7K	1	0.13%	Reduced
5988	SWM SpringVest Wealth Management Dallas, Texas	$208K	+$220K	1	0.14%	New
5989	MFG Mustico Financial Group Elmira, New York	$207K	+$192K	1	0.16%	New
5990	ACMA Arbor Capital Management (Alaska) Anchorage, Alaska	$207K	+$185K	1	0.17%	New
5991	DWM DeLarme Wealth Management Palos Verdes Estates, California	$207K	+$196K	1	0.15%	New
5992	LFA Longview Financial Advisors Huntsville, Alabama	$207K	$0	1	0.14%	Maintained
5993	AWMT AAFMAA Wealth Management & Trust Fayetteville, North Carolina	$206K	+$201K	1	0.08%	New
5994	LAS LWM Advisory Services Plantation, Florida	$205K	-$90.8K	1	0.12%	Reduced
5995	BW Balance Wealth Delaware, Ohio	$204K	-$6.63K	1	0.07%	Reduced
5996	PS Planned Solutions Folsom, California	$202K	-$9.21K	1	0.06%	Reduced
5997	WW Winnow Wealth Waco, Texas	$202K	-$62.6K	18	0.15%	Reduced
5998	GCM G2 Capital Management Columbus, Ohio	$201K	+$3.98K	1	0.05%	Increased
5999	SWM Seaside Wealth Management Carlsbad, California	$201K	-$9.78K	1	0.06%	Reduced
6000	BWG Berry Wealth Group Granbury, Texas	$201K	+$199K	1	0.7%	New