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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
2851	RF Robbins Farley Bedford, New Hampshire	$77.9K	-$9.26K	2	0.05%	Reduced
2852	GA GoalVest Advisory New York	$76.1K	-$179K	3	0.03%	Reduced
2853	SOW State of Wyoming Cheyenne, Wyoming	$74K	-$101K	2	0.01%	Reduced
2854	GFL Granite FO LLC Bedford, New Hampshire	$73.6K	-$23.7K	2	0.05%	Reduced
2855	BCPWM Bradley & Co Private Wealth Management Miami, Florida	$71.3K	$0	2	0.07%	Maintained
2856	Livforsakringsbolaget Skandia Stockholm, Sweden	$69.9K	-$435K	1	0.01%	Reduced
2857	AIMA Ables Iannone Moore & Associates Savannah, Georgia	$69.7K	+$66.4K	2	0.05%	New
2858	SVCP Silicon Valley Capital Partners San Jose, California	$69.4K	+$317	2	0.01%	Increased
2859	FFA Frazier Financial Advisors Columbus, Ohio	$69.3K	+$66.2K	5	0.06%	New
2860	PP Pingora Partners Wilson, Wyoming	$67.3K	+$63.3K	1	0.06%	New
2861	EL EMFO LLC Weston, Florida	$66.6K	$0	1	0.06%	Maintained
2862	JCP JB Capital Partners Armonk, New York	$66.6K	$0	1	0.01%	Maintained
2863	VWM Valley Wealth Managers Paramus, New Jersey	$64.5K	-$4.4K	1	0.01%	Reduced
2864	WAG Wiser Advisor Group Phoenix, Arizona	$64.3K	+$60.5K	1	0.11%	New
2865	WTG West Tower Group Richmond, Virginia	$63.2K	-$372K	1	0.13%	Reduced
2866	TC Tacita Capital Toronto, Ontario, Canada	$63.1K	$0	1	0.05%	Maintained
2867	MSWM McGlone Suttner Wealth Management Appleton, Wisconsin	$60.5K	+$56.7K	2	0.01%	New
2868	PBK Peoples Bank (Kansas) Pratt, Kansas	$60K	$0	1	0.05%	Maintained
2869	CWM Cedar Wealth Management Walnut Creek, California	$59.8K	+$55.4K	1	0.02%	Increased
2870	HCM Highlander Capital Management Short Hills, New Jersey	$59.6K	+$24.9K	1	0.02%	Increased
2871	DI DAGCO Inc Westlake, Ohio	$58.1K	+$54.6K	1	0.05%	New
2872	DWS Dynamic Wealth Strategies Granite Bay, California	$58.1K	+$54.6K	1	0.05%	New
2873	CPG Cornerstone Planning Group Fairfield, New Jersey	$55.2K	-$1.9K	3	0.02%	Reduced
2874	AWM Abound Wealth Management Franklin, Tennessee	$54.6K	+$22K	5	0.02%	Increased
2875	PPWM PFG Private Wealth Management Lutz, Florida	$53.8K	-$141K	2	0.04%	Reduced