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Munitions Restocking

Munitions restocking covers the artillery, missiles, and propellant being replaced after inventories were drawn down faster than they could be built. Capacity expansion here is slow and capital intensive.

11 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2576	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$261K	$0	1	0.15%	Maintained
2577	GWM Greenhouse Wealth Management Westport, Connecticut	$261K	$0	1	0.24%	Maintained
2578	HCM Harvey Capital Management Palm Beach, Florida	$261K	$0	1	0.08%	Maintained
2579	IWMA Ironwood Wealth Management (Arizona) Chandler, Arizona	$261K	$0	1	0.11%	Maintained
2580	WWA WC Walker & Associates Fullerton, California	$261K	$0	1	0.14%	Maintained
2581	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$259K	+$95	3	0.04%	Increased
2582	JCM Jag Capital Management St Louis, Missouri	$259K	$0	1	0.03%	Maintained
2583	RMSCM R.M. Sincerbeaux Capital Management New York	$259K	$0	1	0.16%	Maintained
2584	SWP Summit Wealth Partners Orlando, Florida	$258K	$0	1	0.06%	Maintained
2585	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$258K	+$826	1	0.08%	Increased
2586	JFA JNBA Financial Advisors Bloomington, Minnesota	$258K	-$15.8K	4	0.03%	Reduced
2587	WPA Winning Points Advisors Boca Raton, Florida	$258K	$0	1	0.2%	Maintained
2588	PWA Physician Wealth Advisors Midvale, Utah	$256K	$0	1	0.07%	Maintained
2589	BC Bridgefront Capital Austin, Texas	$255K	-$396K	1	0.31%	Reduced
2590	RFG Range Financial Group Tigard, Oregon	$254K	-$13K	1	0.16%	Reduced
2591	VWM Venturi Wealth Management Austin, Texas	$253K	+$95	1	0.02%	Increased
2592	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$250K	-$379	1	0.2%	Reduced
2593	WFG Wills Financial Group Richmond, Virginia	$249K	$0	1	0.1%	Maintained
2594	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$248K	$0	1	0.1%	Maintained
2595	WPA West Paces Advisors Atlanta, Georgia	$248K	+$45K	3	0.08%	Increased
2596	AIA Alera Investment Advisors Deerfield, Illinois	$247K	+$236K	1	0.06%	New
2597	MTIC Missouri Trust & Investment Company Springfield, Missouri	$247K	-$3.03K	2	0.14%	Reduced
2598	SC Solstein Capital Menlo Park, California	$247K	$0	3	0.16%	Maintained
2599	CWP CFM Wealth Partners Austin, Texas	$246K	$0	1	0.06%	Maintained
2600	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$246K	$0	1	0.09%	Maintained