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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	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$244K	$0	1	0.11%	Maintained
3002	SOAMC Spirit of America Management Corp Syosset, New York	$243K	$0	1	0.05%	Maintained
3003	SWM SFG Wealth Management Towson, Maryland	$243K	+$2.42K	1	0.13%	Increased
3004	FRA Front Row Advisors Tiburon, California	$243K	-$1.07K	2	0.08%	Reduced
3005	EWM Edge Wealth Management New York	$242K	$0	1	0.05%	Maintained
3006	OCFG O'Connor Financial Group Quincy, Illinois	$242K	+$1.57K	1	0.13%	Increased
3007	EBWM Eagle Bluffs Wealth Management Columbia, Missouri	$241K	$0	1	0.13%	Maintained
3008	NWAG Net Worth Advisory Group Sandy, Utah	$241K	+$966	1	0.07%	Increased
3009	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$241K	+$48.3K	1	0.1%	Increased
3010	GWA GGM Wealth Advisors Baltimore, Maryland	$240K	$0	1	0.13%	Maintained
3011	PSF Pacific Sun Financial Los Angeles, California	$239K	+$4.02K	1	0.13%	Increased
3012	HCM Hollencrest Capital Management Newport Beach, California	$239K	+$4K	5	0.01%	Increased
3013	WGC Watts Gwilliam & Co Gilbert, Arizona	$238K	$0	1	0.05%	Maintained
3014	PCM Permanent Capital Management Chicago, Illinois	$238K	+$256K	1	0.07%	New
3015	Facet Wealth Inc Baltimore, Maryland	$238K	+$7.49K	1	0.01%	Increased
3016	PCWA Pacific Capital Wealth Advisors Corona, California	$238K	-$3.92K	3	0.04%	Reduced
3017	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$238K	$0	1	0.03%	Maintained
3018	BTWM Brass Tax Wealth Management Cincinnati, Ohio	$238K	-$27.2K	1	0.05%	Reduced
3019	CL CVFG LLC Shelbyville, Indiana	$238K	+$248K	1	0.22%	New
3020	HC Hamilton Capital Columbus, Ohio	$237K	-$121	1	0.02%	Reduced
3021	CP Camelot Portfolios Maumee, Ohio	$237K	$0	1	0.26%	Maintained
3022	JCFM JBR Co Financial Management Ardmore, Oklahoma	$237K	+$2.78K	1	0.14%	Increased
3023	TCPW Twin City Private Wealth Winston-Salem, North Carolina	$236K	+$11.2K	1	0.21%	Increased
3024	SC Solstein Capital Menlo Park, California	$236K	$0	3	0.13%	Maintained
3025	MSWM McGlone Suttner Wealth Management Appleton, Wisconsin	$235K	+$46.7K	1	0.04%	Increased