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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
2901	NC NewSquare Capital Newtown Square, Pennsylvania	$585K	-$1.1M	2	0.04%	Reduced
2902	DP DDD Partners Bellevue, Washington	$584K	-$7.52K	1	0.04%	Reduced
2903	SA Sunesis Advisors Overland Park, Kansas	$584K	$0	2	0.24%	Maintained
2904	LFIA Legacy Financial Independent Advisors Louisville, Kentucky	$584K	+$15.9K	1	0.27%	Increased
2905	RW Rede Wealth Charlottesville, Virginia	$584K	$0	1	0.19%	Maintained
2906	EMAM Encompass More Asset Management Danville, California	$583K	+$6.02K	2	0.08%	Increased
2907	PWAM Pinnacle West Asset Management Casper, Wyoming	$582K	$0	1	0.4%	Maintained
2908	BFG Berger Financial Group Plymouth, Minnesota	$582K	+$838	2	0.03%	Increased
2909	SWM Silverlake Wealth Management Williston, Vermont	$581K	+$26K	1	0.11%	Increased
2910	CFGA Cambridge Financial Group (Arizona) Tucson, Arizona	$580K	-$21.6K	2	0.18%	Reduced
2911	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$579K	-$45.3K	1	0.05%	Reduced
2912	KA Kooman & Associates Altoona, Pennsylvania	$579K	-$4.53K	2	0.16%	Reduced
2913	SCA Strathmore Capital Advisors Charlotte, North Carolina	$578K	+$40.2K	1	0.16%	Increased
2914	ITIM Indiana Trust & Investment Management Mishawaka, Indiana	$578K	-$2.2K	2	0.16%	Reduced
2915	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$577K	-$12.6K	2	0.05%	Reduced
2916	FFA Fi3 Financial Advisors Indianapolis, Indiana	$575K	-$38.3K	1	0.14%	Reduced
2917	RWRC R.W. Roge & Company Bohemia, New York	$574K	-$2.31K	2	0.24%	Reduced
2918	CB Centennial Bank Conway, Arkansas	$574K	-$20.2K	3	0.18%	Reduced
2919	GHA Good Harbor Advisors Gloucester, Massachusetts	$574K	-$113K	1	0.56%	Reduced
2920	CCA Cora Capital Advisors Marlton, New Jersey	$573K	-$183	1	0.16%	Reduced
2921	WAG Wilkerson Advisory Group Columbia, Missouri	$572K	-$63.9K	3	0.18%	Reduced
2922	EP Essential Partners Rancho Santa Fe, California	$572K	+$367K	7	0.26%	Increased
2923	TWA Trace Wealth Advisors Los Angeles, California	$571K	$0	1	0.37%	Maintained
2924	PWMG Prestige Wealth Management Group Flemington, New Jersey	$571K	+$6.3K	6	0.1%	Increased
2925	BHC Bull Harbor Capital Bethesda, Maryland	$569K	+$530K	2	0.11%	New