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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
3101	Livforsakringsbolaget Skandia Stockholm, Sweden	$230K	$0	1	0.01%	Maintained
3102	MGWA Monument Group Wealth Advisors Concord, Massachusetts	$230K	$0	1	0.16%	Maintained
3103	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$229K	+$219K	1	0.05%	New
3104	WTFG Wood Tarver Financial Group Boise, Idaho	$228K	+$507	3	0.07%	Increased
3105	SC Stephens Consulting Flint, Michigan	$228K	+$15.7K	4	0.06%	Increased
3106	IWB Innovative Wealth Building California, Maryland	$228K	+$955	1	0.21%	Increased
3107	AWP Accretive Wealth Partners Parsippany, New Jersey	$227K	$0	1	0.08%	Maintained
3108	EWM Elmwood Wealth Management Berkeley, California	$227K	+$217K	1	0.09%	New
3109	FGWP Founders Grove Wealth Partners Richmond, Virginia	$227K	$0	1	0.06%	Maintained
3110	HAM Hickory Asset Management Concord, Ohio	$226K	-$17.9K	1	0.2%	Reduced
3111	SOAG Silver Oak Advisory Group Portland, Oregon	$226K	+$217K	1	0.12%	New
3112	BF Brogan Financial Knoxville, Tennessee	$226K	+$955	1	0.11%	Increased
3113	RFW Rainier Family Wealth Tacoma, Washington	$226K	-$2.94K	1	0.27%	Reduced
3114	SCM Spreng Capital Management Bucyrus, Ohio	$226K	+$216K	1	0.1%	New
3115	MS Madden Securities Dallas, Texas	$225K	+$216K	1	0.09%	New
3116	Impact Partnership Wealth Marietta, Georgia	$225K	-$29.3K	1	0.05%	Reduced
3117	NCFG New Century Financial Group Princeton, New Jersey	$225K	-$1.8M	1	0.26%	Reduced
3118	NA Nautilus Advisors La Jolla, California	$223K	-$10K	1	0.18%	Reduced
3119	Berger Financial Group Plymouth, Minnesota	$223K	+$213K	1	0.02%	New
3120	LWA Ledgewood Wealth Advisors Exeter, New Hampshire	$223K	+$213K	1	0.14%	New
3121	Erste Asset Management Vienna, Austria	$222K	+$38.9K	2	0%	Increased
3122	Carrera Capital Advisors Troy, Michigan	$222K	-$12.4K	1	0.05%	Reduced
3123	KFG Wealth Management Granger, Indiana	$222K	-$9.43K	1	0.04%	Reduced
3124	LWP LeClair Wealth Partners Dublin, Ohio	$222K	+$213K	1	0.16%	New
3125	I2I Insight 2811 Inc Chicago, Illinois	$222K	$0	1	0.11%	Maintained