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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
3026	HWM Horizons Wealth Management Asheville, North Carolina	$5K	$0	1	0%	Maintained
3027	SWM Sanctuary Wealth Management Pocatello, Idaho	$4.87K	+$4.66K	2	0.01%	New
3028	MIM Macroview Investment Management Bethesda, Maryland	$4.87K	$0	1	0.01%	Maintained
3029	AWM Align Wealth Management Oklahoma City, Oklahoma	$4.54K	+$5.63K	1	0%	New
3030	HWP Highline Wealth Partners Sherman Oaks, California	$4.16K	+$1	3	0%	Increased
3031	CWM Cedar Wealth Management Walnut Creek, California	$3.33K	$0	1	0%	Maintained
3032	CIR Clear Investment Research Alpharetta, Georgia	$3K	+$3.01K	1	0.01%	New
3033	GMA Glassy Mountain Advisors Bethesda, Maryland	$2.73K	+$2.61K	1	0%	New
3034	PFG Piershale Financial Group Barrington, Illinois	$2.73K	+$2.61K	1	0%	New
3035	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$2.32K	+$2.16K	1	0%	New
3036	TWP TFO Wealth Partners Maumee, Ohio	$2.31K	+$9.11K	5	0%	New
3037	HFS HBC Financial Services Seattle, Washington	$2K	$0	1	0%	Maintained
3038	WAM WFA Asset Management Whitefish Bay, Wisconsin	$1.66K	$0	3	0%	Maintained
3039	MFG Mendota Financial Group Madison, Wisconsin	$1.06K	+$1.06K	1	0%	New
3040	1M 13D Management New York	$0	-$10.3M	0	–	Closed
3041	AWMT AAFMAA Wealth Management & Trust Fayetteville, North Carolina	$0	-$257K	0	–	Closed
3042	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$0	-$4.56K	0	–	Closed
3043	ACG Allen Capital Group Grand Island, Nebraska	$0	-$426K	0	–	Closed
3044	ACM AlphaCrest Capital Management New York	$0	-$2.62M	0	–	Closed
3045	ADIM Alpha DNA Investment Management Columbia, Maryland	$0	-$1.13M	0	–	Closed
3046	ACK Andrew C. Karlinski	$0	-$49K	0	–	Closed
3047	AC Apogem Capital New York	$0	-$512K	0	–	Closed
3048	Banco Santander Madrid, Spain	$0	-$1.49M	0	–	Closed
3049	Barings Charlotte, North Carolina	$0	-$8.05M	0	–	Closed
3050	BWS BCR Wealth Strategies Vestavia, Alabama	$0	-$108K	0	–	Closed