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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	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$32.2K	+$103	1	0.01%	Increased
3002	MS Mizuho Securities Tokyo, Japan	$32.1K	+$33.1K	1	0.07%	New
3003	IWP IAG Wealth Partners Waukesha, Wisconsin	$32.1K	$0	3	0.01%	Maintained
3004	RBC Roble Belko & Company Sewickley, Pennsylvania	$32K	$0	2	0.01%	Maintained
3005	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$31.3K	-$25.9K	1	0.02%	Reduced
3006	LFA LGT Financial Advisors Dallas, Texas	$31K	-$388K	2	0.07%	Reduced
3007	SC Sawyer & Company Boston, Massachusetts	$30K	+$3.1K	1	0.01%	Increased
3008	MCM MidAtlantic Capital Management Richmond, Virginia	$29K	$0	2	0.02%	Maintained
3009	PPA Painted Porch Advisors Santa Barbara, California	$28.1K	+$29K	1	0.02%	New
3010	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$27.6K	+$28.4K	1	0.02%	New
3011	RS Rakuten Securities Tokyo, Japan	$25.9K	+$7.25K	3	0.01%	Increased
3012	DF DecisionPoint Financial Mesa, Arizona	$25.8K	$0	1	0.01%	Maintained
3013	NA Nordwand Advisors Radnor, Pennsylvania	$25.1K	$0	1	0.01%	Maintained
3014	BFP Briaud Financial Planning College Station, Texas	$25K	+$10.3K	1	0.01%	Increased
3015	Storebrand Asset Management Lysaker, Norway	$24.9K	$0	1	0%	Maintained
3016	RWM Ruedi Wealth Management Champaign, Illinois	$24.4K	+$8.82K	3	0.01%	Increased
3017	SGC Slocum, Gordon & Co Newport, Rhode Island	$23.6K	$0	1	0.02%	Maintained
3018	DWA Delos Wealth Advisors Dallas, Texas	$23.6K	$0	4	0.02%	Maintained
3019	AWM Activest Wealth Management Aventure, Florida	$23K	+$19.8K	1	0.01%	Increased
3020	RF Robbins Farley Bedford, New Hampshire	$22.5K	-$43.2K	1	0.01%	Reduced
3021	PCFFS Pacific Center for Financial Services San Ramon, California	$21.4K	$0	1	0.01%	Maintained
3022	GPI General Partner Inc Pittsburgh, Pennsylvania	$21.4K	$0	1	0.01%	Maintained
3023	VF VitalStone Financial Shavano Park, Texas	$21.4K	-$214K	1	0.02%	Reduced
3024	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$21.1K	$0	1	0.01%	Maintained
3025	FCG Financial Connections Group Corte Madera, California	$21K	+$22.4K	1	0.01%	New