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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
3001	RWS Resolute Wealth Strategies Jackson, Mississippi	$524K	-$4.22K	1	0.2%	Reduced
3002	KF K2 Financial Glendora, California	$523K	$0	1	0.37%	Maintained
3003	FCM Fieldview Capital Management Niles, Michigan	$523K	-$320K	1	0.15%	Reduced
3004	NERM New England Research & Management Chicago, Illinois	$523K	$0	1	0.2%	Maintained
3005	Acorns Advisers Irvine, California	$523K	+$87.5K	1	0%	Increased
3006	LHP Lexington Hill Partners Dallas, Texas	$522K	+$96.1K	1	0.25%	Increased
3007	MCP Mirador Capital Partners Pleasanton, California	$521K	+$161K	2	0.06%	Increased
3008	BC Barrett & Company Providence, Rhode Island	$519K	+$124K	4	0.15%	Increased
3009	SC Steph & Co Marinette, Wisconsin	$519K	-$22.8K	1	0.13%	Reduced
3010	VCP Vista Capital Partners Portland, Oregon	$519K	+$9.98K	2	0.05%	Increased
3011	CIC Chase Investment Counsel Charlottesville, Virginia	$518K	-$185K	2	0.11%	Reduced
3012	OFG Omega Financial Group Santa Barbara, California	$518K	-$86.5K	2	0.16%	Reduced
3013	WFA WJ Financial Advisors Killingworth, Connecticut	$518K	$0	1	0.38%	Maintained
3014	PWM Partnership Wealth Management Towson, Maryland	$517K	$0	1	0.35%	Maintained
3015	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$517K	-$89.9K	1	0.05%	Reduced
3016	EAM Empirical Asset Management Wellesley, Massachusetts	$517K	+$4.22K	1	0.12%	Increased
3017	JWS Juncture Wealth Strategies Scottsdale, Arizona	$517K	+$565K	1	0.13%	New
3018	SEP Southland Equity Partners Wildwood, Missouri	$517K	+$31.1K	2	0.09%	Increased
3019	NA Nautilus Advisors La Jolla, California	$517K	+$218K	2	0.3%	Increased
3020	Perfromance Wealth Partners Hinsdale, Illinois	$516K	-$298K	1	0.01%	Reduced
3021	LSA Lansing Street Advisors Ambler, Pennsylvania	$516K	+$6.6K	1	0.11%	Increased
3022	CFP Comprehensive Financial Planning East Petersburg, Pennsylvania	$515K	+$2.02K	2	0.27%	Increased
3023	AWS Aspen Wealth Strategies Arvada, Colorado	$514K	+$80.2K	1	0.25%	Increased
3024	CMP Christine Messmer PC Collegeville, Pennsylvania	$512K	+$2.02K	1	0.29%	Increased
3025	CW Code Waechter Tampa, Florida	$512K	-$61.1K	1	0.26%	Reduced