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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
2776	SDH Sloy Dahl & Holst Vancouver, Washington	$280K	$0	1	0.05%	Maintained
2777	AIA AIMZ Investment Advisors Los Altos, California	$280K	$0	1	0.1%	Maintained
2778	FA Fermata Advisors Sonoma, California	$280K	+$10.9K	1	0.06%	Increased
2779	SNS Financial Group Minneapolis, Minnesota	$279K	-$2.28K	1	0.03%	Reduced
2780	MIM Moseley Investment Management Bradenton, Florida	$278K	+$490	1	0.11%	Increased
2781	AWA Arbor Wealth Advisors Troy, Michigan	$278K	$0	1	0.25%	Maintained
2782	OL Owen LaRue Elizabethtown, Kentucky	$278K	+$20.6K	1	0.15%	Increased
2783	CG CFO4Life Group Coppell, Texas	$278K	+$262K	1	0.05%	New
2784	FNC First National Corp Rockland, Massachusetts	$278K	-$33.8K	1	0.06%	Reduced
2785	JSAM J. Safra Asset Management New York	$278K	-$44.5K	2	0.03%	Reduced
2786	ABLA Alan B. Lancz & Associates Toledo, Ohio	$277K	$0	1	0.25%	Maintained
2787	ONST Old North State Trust Greensboro, North Carolina	$277K	-$11.8K	1	0.23%	Reduced
2788	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$277K	+$28.9K	1	0.06%	Increased
2789	AIA Arbor Investment Advisors Winston Salem, North Carolina	$277K	$0	1	0.04%	Maintained
2790	BTWM Brass Tax Wealth Management Cincinnati, Ohio	$276K	+$28.3K	1	0.06%	Increased
2791	PBO Peoples Bank (Ohio) Marietta, Ohio	$276K	$0	1	0.14%	Maintained
2792	GFG Goldstone Financial Group Oakbrook Terrace, Illinois	$275K	+$31.5K	1	0.05%	Increased
2793	PJSIMP P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin	$275K	+$10.7K	1	0.05%	Increased
2794	FFA Fi3 Financial Advisors Indianapolis, Indiana	$274K	+$8.21K	1	0.11%	Increased
2795	SIC Samalin Investment Counsel Chappaqua, New York	$274K	-$50.4K	1	0.12%	Reduced
2796	BRA Biechele Royce Advisors Fishers, Indiana	$274K	-$34.9K	1	0.09%	Reduced
2797	PA Probity Advisors Dallas, Texas	$273K	+$26K	1	0.05%	Increased
2798	ACP Arcus Capital Partners Atlanta, Georgia	$273K	+$1.14K	1	0.1%	Increased
2799	EWM Edge Wealth Management New York	$272K	$0	1	0.05%	Maintained
2800	MHWM Montz Harcus Wealth Management New Orleans, Louisiana	$270K	+$1.37K	1	0.16%	Increased