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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	ME McIlrath & Eck Arlington, Washington	$110K	-$27.6K	4	0.03%	Reduced
2902	GGI Godsey & Gibb Inc Richmond, Virginia	$109K	+$104K	1	0.02%	New
2903	LS Leelyn Smith Geneva, Illinois	$109K	+$39.1K	3	0.03%	Increased
2904	RF Robbins Farley Bedford, New Hampshire	$108K	$0	2	0.08%	Maintained
2905	GAG Goodman Advisory Group Needham, Massachusetts	$108K	$0	1	0.06%	Maintained
2906	NC NewSquare Capital Newtown Square, Pennsylvania	$108K	+$597	2	0.01%	Increased
2907	WPWM Western Pacific Wealth Management Lake Forest, Illinois	$106K	+$35.6K	1	0.09%	Increased
2908	DI Disciplined Investments Tulsa, Oklahoma	$105K	-$10.5K	7	0.05%	Reduced
2909	FA Fortis Advisors Wayne, Pennsylvania	$104K	+$96.6K	1	0.08%	New
2910	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$103K	+$28K	3	0.09%	Increased
2911	AWM Ameliora Wealth Management Zurich, Switzerland	$101K	+$27.1K	2	0.05%	Increased
2912	VCM Versant Capital Management Phoenix, Arizona	$99.6K	+$6.02K	6	0.04%	Increased
2913	RTL Red Tortoise LLC Atlanta, Georgia	$99.5K	+$93.9K	4	0.07%	New
2914	PPWM PFG Private Wealth Management Lutz, Florida	$99K	-$1K	2	0.06%	Reduced
2915	PA PSI Advisors Tampa, Florida	$97.3K	+$54.9K	3	0.05%	Increased
2916	MUFG Securities EMEA London, United Kingdom	$96K	-$9.41M	1	0%	Reduced
2917	CPG Cornerstone Planning Group Fairfield, New Jersey	$93.1K	+$97K	3	0.04%	New
2918	CSC Caldwell Sutter Capital Sausalito, California	$92.9K	+$89.5K	1	0.08%	New
2919	R Rebalance Palo Alto, California	$91.3K	+$86.6K	2	0.01%	New
2920	AFS Annapolis Financial Services Annapolis, Maryland	$90.6K	-$10.2K	2	0.03%	Reduced
2921	MCA Maryland Capital Advisors Chester, Maryland	$89.8K	$0	2	0.08%	Maintained
2922	LSA Lansing Street Advisors Ambler, Pennsylvania	$87.3K	+$470	2	0.06%	Increased
2923	SPWM Spartan Planning & Wealth Management Greensboro, North Carolina	$84.8K	+$79K	2	0.11%	New
2924	LWA Lowe Wealth Advisors Columbia, Maryland	$84.7K	$0	2	0.05%	Maintained
2925	TFA Toth Financial Advisory Leesburg, Virginia	$81.1K	-$120K	2	0.01%	Reduced