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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	RWP Ridgecrest Wealth Partners Mill Valley, California	$203K	+$191K	1	0.11%	New
3002	UL Unionview LLC Seattle, Washington	$203K	+$191K	1	0.16%	New
3003	CSWM Cassady Schiller Wealth Management Cincinnati, Ohio	$203K	$0	3	0.07%	Maintained
3004	BPAMU BTG Pactual Asset Management US New York	$203K	+$191K	1	0.02%	New
3005	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$203K	+$191K	1	0.05%	New
3006	C CEDRUS Littleton, Colorado	$202K	+$187K	1	0.07%	New
3007	LF LifeSteps Financial Claremont, California	$202K	+$187K	1	0.16%	New
3008	TA TFB Advisors Overland Park, Kansas	$202K	+$187K	1	0.06%	New
3009	PI Pettee Investors Rowayton, Connecticut	$202K	+$190K	1	0.1%	New
3010	PCI Planning Center Inc Moline, Illinois	$201K	+$190K	1	0.02%	New
3011	AHC Anderson Hoagland & Co St Louis, Missouri	$201K	+$184K	1	0.02%	New
3012	CCA Carrera Capital Advisors Troy, Michigan	$201K	+$189K	1	0.05%	New
3013	LWM Laidlaw Wealth Management New York City, New York	$201K	+$189K	1	0.1%	New
3014	NI NDVR Inc Boston, Massachusetts	$200K	+$198K	1	0.21%	New
3015	LJHT Laurie J. Hall Trustee	$200K	+$10.8K	2	0.06%	Increased
3016	JEST JTC Employer Solutions Trustee St Helier, Jersey	$199K	$0	1	0.01%	Maintained
3017	HCP Hexagon Capital Partners Rogers, Arkansas	$195K	-$25.9K	4	0.04%	Reduced
3018	SNB Security National Bank Omaha, Nebraska	$195K	$0	1	0.03%	Maintained
3019	MIM Meridiem Investment Management London, United Kingdom	$194K	$0	1	0%	Maintained
3020	EWP Elevation Wealth Partners Santa Rosa, California	$193K	+$228	1	0.08%	Increased
3021	PAG Paladin Advisory Group Clive, Iowa	$187K	$0	2	0.14%	Maintained
3022	FWM FSA Wealth Management Needham, Massachusetts	$185K	+$174K	3	0.07%	New
3023	TLA Tanglewood Legacy Advisors Houston, Texas	$185K	$0	2	0.08%	Maintained
3024	PP PrairieView Partners St. Paul, Minnesota	$184K	$0	1	0.02%	Maintained
3025	CA Claris Advisors St. Louis, Missouri	$174K	+$163K	3	0.08%	New