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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	SA SPG Advisors Kirkland, Washington	$209K	-$1.14K	1	3.18%	Reduced
6002	MSF Mustard Seed Financial Magnolia, Arkansas	$209K	-$17K	1	0.13%	Reduced
6003	FFP Forbes Financial Planning East Greenwich, Rhode Island	$208K	-$107K	1	0.12%	Reduced
6004	PI Parkside Investments Deerfield, Illinois	$208K	+$230K	1	0.03%	New
6005	TW Towerpoint Wealth Sacramento, California	$207K	-$1.26K	1	0.08%	Reduced
6006	MWML M Wealth Management LLC San Diego, California	$207K	+$216K	1	0.17%	New
6007	RCA Runnymede Capital Advisors Dublin, Ohio	$206K	-$8.47M	1	0.18%	Reduced
6008	DFS Dixon Fnancial Services Lafayette, California	$206K	-$24.8K	1	0.09%	Reduced
6009	WH Whitcomb & Hess Ashland, Ohio	$205K	+$15.3K	1	0.05%	Increased
6010	BCA Bayshore Capital Advisors Tampa, Florida	$204K	+$203K	1	0.09%	New
6011	AWMNY Arcadia Wealth Management (New York) Smithtown, New York	$204K	+$214K	1	0.11%	New
6012	AWM Aureum Wealth Management North Palm Beach, Florida	$204K	+$200K	1	0.14%	New
6013	EdgePoint Investment Group Toronto, Ontario, Canada	$204K	-$103K	1	0%	Reduced
6014	WWWM White Wing Wealth Management The Wodlands, Texas	$204K	-$8.56K	1	0.12%	Reduced
6015	PWM Power Wealth Management Alpharetta, Georgia	$204K	+$210K	1	0.08%	New
6016	RSEWM River's Edge Wealth Management Beaver, Pennsylvania	$204K	+$218K	1	0.19%	New
6017	EA Echo45 Advisors Walnut Creek, California	$203K	-$5.03K	1	0.11%	Reduced
6018	FWM ForthRight Wealth Management Alpharetta, Georgia	$203K	+$207K	1	0.06%	New
6019	WFA Websterrogers Financial Advisors Florence, South Carolina	$203K	-$18.1K	1	0.06%	Reduced
6020	ACMA Arbor Capital Management (Alaska) Anchorage, Alaska	$202K	$0	1	0.17%	Maintained
6021	GFG Grantvest Financial Group Matawan, New Jersey	$202K	-$166	1	0.13%	Reduced
6022	CF Collier Financial Denver, Colorado	$201K	+$36.9K	4	0.15%	Increased
6023	MAM Markin Asset Management Rye, New York	$200K	-$84.1K	1	0.22%	Reduced
6024	CF Crosspoint Financial Tustin, California	$200K	-$400K	1	0.5%	Reduced
6025	SHFC Safe Harbor Family Capital Chapel Hill, North Carolina	$200K	+$206K	1	0.16%	New