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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	DWMG DB Wealth Management Group San Diego, California	$43.8K	$0	2	0.03%	Maintained
2902	Edmond de Rothschild Holding Chambesy, Switzerland	$43.3K	$0	1	0%	Maintained
2903	OAJ Ogorek Anthony Joseph Williamsville, New York	$43K	$0	3	0.02%	Maintained
2904	AWM Abound Wealth Management Franklin, Tennessee	$41.3K	+$2.01K	6	0.02%	Increased
2905	NA Nordwand Advisors Radnor, Pennsylvania	$41.1K	$0	1	0.01%	Maintained
2906	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$38.5K	+$196	1	0.02%	Increased
2907	TWP TFO Wealth Partners Maumee, Ohio	$38.1K	+$22.4K	5	0.01%	Increased
2908	QL Quarry LP New York	$37.6K	-$1.02M	2	0.01%	Reduced
2909	VF VitalStone Financial Shavano Park, Texas	$37K	+$22.2K	2	0.02%	Increased
2910	FP Financial Perspectives Minneapolis, Minnesota	$35.5K	$0	1	0.02%	Maintained
2911	RBC Roble Belko & Company Sewickley, Pennsylvania	$33K	$0	2	0.01%	Maintained
2912	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$32.8K	+$32.8K	2	0.02%	New
2913	MFA McClarren Financial Advisors State College, Pennsylvania	$32K	+$196	1	0.03%	Increased
2914	SIC SJS Investment Consulting Sylvania, Ohio	$31.6K	-$16.5K	7	0.01%	Reduced
2915	CP Castleview Partners Dallas, Texas	$30.6K	+$8.9K	2	0.03%	Increased
2916	RWM Raffa Wealth Management Washington, District of Columbia	$29.6K	-$133K	4	0.01%	Reduced
2917	Close Asset Management London, United Kingdom	$29K	-$4.78K	1	0%	Reduced
2918	GAG Goodman Advisory Group Needham, Massachusetts	$29K	$0	1	0.01%	Maintained
2919	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$28K	$0	2	0.03%	Maintained
2920	SWA SOA Wealth Advisors New York	$27.5K	$0	1	0.01%	Maintained
2921	Storebrand Asset Management Lysaker, Norway	$27.2K	$0	1	0%	Maintained
2922	SC Sawyer & Company Boston, Massachusetts	$26K	$0	1	0.01%	Maintained
2923	SGC Slocum, Gordon & Co Newport, Rhode Island	$25.7K	$0	1	0.02%	Maintained
2924	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$25.4K	$0	1	0.01%	Maintained
2925	JMF Johnson Midwest Financial Glidden, Iowa	$24.5K	$0	2	0.02%	Maintained