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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
6001	JE Jacobs Equity Draper, Utah	$260K	+$267K	1	0.18%	New
6002	CI Ceera Investments Bellaire, Texas	$259K	+$217K	1	0.11%	New
6003	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$258K	-$221K	1	0.07%	Reduced
6004	STFP Signal Tree Financial Partners Copley, Ohio	$258K	+$216K	1	0.17%	New
6005	RWM Raffa Wealth Management Washington, District of Columbia	$258K	-$29K	44	0.03%	Reduced
6006	FSBI Fearless Solutions (Best Invest) San Antonio, Texas	$257K	+$15.6K	1	0.14%	Increased
6007	YAL Your Advocates Ltd Houston, Texas	$257K	+$97.3K	6	0.07%	Increased
6008	KSWWM Keyes Stange & Wooten Wealth Management Daytona Beach, Florida	$257K	+$1.08K	1	0.1%	Increased
6009	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$256K	-$226K	1	0.07%	Reduced
6010	APCM Arbiter Partners Capital Management New York	$256K	$0	1	0.13%	Maintained
6011	CIR Clear Investment Research Alpharetta, Georgia	$256K	-$252K	1	0.4%	Reduced
6012	HWA HighRoad Wealth Advisors Coos Bay, Oregon	$255K	$0	1	0.21%	Maintained
6013	BFP Birchwood Financial Partners Bloomington, Minnesota	$254K	-$235	5	0.21%	Reduced
6014	TTA Thor Trading Advisors Greensburg, Pennsylvania	$254K	+$297K	1	0.08%	New
6015	WAT Wealth Advisory Team Bellevue, Kentucky	$253K	+$212K	1	0.21%	New
6016	KV Kickstand Ventures Pittsford, New York	$253K	-$808K	1	0.05%	Reduced
6017	VFA Values First Advisors Gray, Tennessee	$253K	-$4.39K	1	0.12%	Reduced
6018	PWP Pursue Wealth Partners Clayton, California	$253K	-$375K	1	0.14%	Reduced
6019	HGA Hobbs Group Advisors Columbia, South Carolina	$252K	-$537K	1	0.07%	Reduced
6020	MFA Morling Financial Advisors Fremont, California	$252K	+$211K	1	0.07%	New
6021	SFA Seneca Financial Advisors Rochester, New York	$251K	$0	1	0.07%	Maintained
6022	LAA Liberty Atlantic Advisors Allen, Texas	$250K	-$4.33K	1	0.18%	Reduced
6023	SFS Solitude Financial Services Charlottesville, Virginia	$250K	+$184K	1	0.07%	New
6024	AFG ABLE Financial Group Scottsdale, Arizona	$248K	$0	1	0.04%	Maintained
6025	BFA Bright Financial Advisors Portage, Michigan	$248K	+$33.6K	1	0.1%	Increased