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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
2701	CWM Castle Wealth Management West Palm Beach, Florida	$73K	-$9.41K	1	0.04%	Reduced
2702	LSA Lansing Street Advisors Ambler, Pennsylvania	$72K	+$272	2	0.06%	Increased
2703	LWA Lowe Wealth Advisors Columbia, Maryland	$71K	+$50.9K	2	0.04%	Increased
2704	SC Schubert & Co Mckinney, Texas	$71K	-$694	8	0.07%	Reduced
2705	TCWA Ten Capital Wealth Advisors Spokane, Washington	$71K	+$67.9K	3	0.03%	Increased
2706	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$70K	$0	2	0.08%	Maintained
2707	AFG Albion Financial Group Salt Lake City, Utah	$68K	-$25.1K	2	0.01%	Reduced
2708	EL EMFO LLC Weston, Florida	$65K	-$12.7K	1	0.06%	Reduced
2709	NR Newfound Research Wellesley Hills, Massachusetts	$65K	+$72.6K	1	0.16%	New
2710	AWM Ameliora Wealth Management Zurich, Switzerland	$64K	+$70.2K	2	0.03%	New
2711	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$62K	+$142	2	0.06%	Increased
2712	LJHT Laurie J. Hall Trustee	$62K	-$18.1K	1	0.03%	Reduced
2713	TC Tacita Capital Toronto, Ontario, Canada	$61K	-$17K	1	0.05%	Reduced
2714	LS Leelyn Smith Geneva, Illinois	$60K	-$248K	3	0.02%	Reduced
2715	SWM Selective Wealth Management Forest, Virginia	$60K	-$75.5K	3	0.03%	Reduced
2716	WFA West Financial Advisors Des Moines, Iowa	$60K	$0	1	0.02%	Maintained
2717	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$59.5K	+$65.9K	2	0.06%	New
2718	PO Private Ocean San Rafael, California	$59K	+$11.8K	3	0.01%	Increased
2719	FWA FSC Wealth Advisors Fishkill, New York	$58K	+$27.2K	2	0.56%	Increased
2720	EI Ellevest Inc New York	$57K	+$14.1K	2	0.01%	Increased
2721	OA Operose Advisors Milwaukee, Wisconsin	$56K	$0	2	0.04%	Maintained
2722	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$54K	+$60.6K	1	0.05%	New
2723	CQS Credential Qtrade Securities Vancouver,	$52.6K	+$1.45K	1	0%	Increased
2724	FRA Front Row Advisors Tiburon, California	$52K	-$370	2	0.03%	Reduced
2725	IFS Intelligent Financial Strategies Excelsior, Minnesota	$52K	$0	1	0.05%	Maintained