← All themes Defense Modernization

Defense Tech & C4ISR

Defense technology covers the software, sensors, and networks that connect a modern force — command, control, communications, computing, intelligence, surveillance, and reconnaissance. Budgets are shifting from platforms towards the systems that link them.

53 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2001
AA
AlphaMark Advisors
Kentucky
$32K +$9.82K 3 0.02% Increased
2002
DPA
Delphi Private Advisors
California
$31K -$3.29K 2 0.05% Reduced
2003
SIG
Stanford Investment Group
California
$31K -$6.27K 3 0.02% Reduced
2004
IWC
Integrated Wealth Counsel
California
$29K $0 1 0.06% Maintained
2005
RBC
Roble Belko & Company
Pennsylvania
$29K +$12.6K 3 0.02% Increased
2006
KLI
Kelman-Lazarov Inc
Tennessee
$27.6K $0 1 0.02% Maintained
2007
AWMS
Advocacy Wealth Management Services
Georgia
$25K -$21.1K 2 0.01% Reduced
2008
HCM
Horrell Capital Management
Arkansas
$25K $0 2 0.02% Maintained
2009
NC
NewSquare Capital
Pennsylvania
$24K +$3.13K 3 0.01% Increased
2010
MIM
Macroview Investment Management
Maryland
$22K $0 1 0.12% Maintained
2011
TCM
TD Capital Management
Tennessee
$20K $0 1 0.01% Maintained
2012
FFW
Fusion Family Wealth
New York
$19K +$18.6K 1 0.01% New
2013
KPCM
Kings Point Capital Management
New York
$19K -$24K 1 0% Reduced
2014
FCA
Florence Capital Advisors
New York
$17K +$13.8K 1 0.02% New
2015
GWA
Guidant Wealth Advisors
Illinois
$17K $0 1 0.01% Maintained
2016
GWM
Greenwich Wealth Management
Connecticut
$15K +$15.3K 1 0% New
2017
CWM
Catamount Wealth Management
Connecticut
$12K $0 1 0.01% Maintained
2018
BIMC
Benson Investment Management Company
Virginia
$11K +$10.5K 1 0.01% New
2019
CFG
CKW Financial Group
Hawaii
$11K $0 1 0% Maintained
2020
Harvest Fund Management
Harvest Fund Management
China
$11K +$11.4K 1 0% New
2021
PO
Private Ocean
California
$11K $0 1 0.01% Maintained
2022
LWMT
Legacy Wealth Management (Tennessee)
Tennessee
$5.01K +$4.74K 1 0% New
2023
BC
Barnett & Company
Tennessee
$5K -$80.1K 1 0% Reduced
2024
PCFFS
Pacific Center for Financial Services
California
$5K +$5.24K 1 0% New
2025
LWA
Lowe Wealth Advisors
Maryland
$3K $0 1 0% Maintained