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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
2951	BFG Bouchey Financial Group Troy, New York	$551K	-$219K	1	0.04%	Reduced
2952	CFO Collective Family Office York, Pennsylvania	$550K	-$8.98K	2	0.11%	Reduced
2953	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$549K	-$20.4K	1	0.09%	Reduced
2954	BWM Bernicke Wealth Management Altoona, Wisconsin	$548K	+$2.88K	1	0.06%	Increased
2955	DAM Doheny Asset Management Los Angeles, California	$548K	$0	1	0.32%	Maintained
2956	CAM Costello Asset Management Feasterville, Pennsylvania	$548K	+$51.5K	5	0.16%	Increased
2957	SWA Strata Wealth Advisors Dallas, Texas	$547K	+$19.8K	2	0.13%	Increased
2958	FA Fermata Advisors Sonoma, California	$547K	-$306K	2	0.11%	Reduced
2959	PWP Precedent Wealth Partners Houston, Texas	$546K	+$527K	1	0.09%	New
2960	WMG WESCAP Management Group Glendale, California	$545K	$0	1	0.1%	Maintained
2961	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$545K	+$102K	5	0.05%	Increased
2962	CW Channel Wealth Santa Barbara, California	$543K	$0	1	0.12%	Maintained
2963	LAM L2 Asset Management Wayland, Massachusetts	$543K	-$181K	1	0.06%	Reduced
2964	SHJ Sharkey, Howes & Javer Denver, Colorado	$542K	+$367	1	0.07%	Increased
2965	PWM Palumbo Wealth Management Great Neck, New York	$542K	+$19.4K	1	0.11%	Increased
2966	USWIA UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania	$541K	$0	1	0.32%	Maintained
2967	BMCM Burns Matteson Capital Management Corning, New York	$541K	+$1.66K	1	0.17%	Increased
2968	TC Trilogy Capital Irvine, California	$540K	+$550	1	0.02%	Increased
2969	BDF Black Diamond Financial Towson, Maryland	$540K	-$46.9K	1	0.05%	Reduced
2970	IWA IBEX Wealth Advisors Bedminster, New Jersey	$540K	-$5.9M	1	0.04%	Reduced
2971	HPBT Hickory Point Bank & Trust Decatur, Illinois	$538K	$0	3	0.33%	Maintained
2972	BCA Bay Capital Advisors Virginia Beach, Virginia	$537K	$0	2	0.29%	Maintained
2973	MWM Manske Wealth Management Houston, Texas	$537K	-$4.77K	1	0.13%	Reduced
2974	CWA CogentBlue Wealth Advisors Knoxville, Tennessee	$536K	-$43.5K	1	0.31%	Reduced
2975	TAM Townsend Asset Management Raleigh, North Carolina	$534K	+$22.7K	2	0.17%	Increased