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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
3126	SIC SJS Investment Consulting Sylvania, Ohio	$450K	+$33.3K	8	0.05%	Increased
3127	NC North Capital Salt Lake City, Utah	$450K	+$917	1	0.34%	Increased
3128	PA Probity Advisors Dallas, Texas	$450K	-$291K	2	0.06%	Reduced
3129	SPWG Syntegra Private Wealth Group Chesterfield, Missouri	$448K	+$201K	1	0.03%	Increased
3130	PFWA Paces Ferry Wealth Advisors Atlanta, Georgia	$448K	-$3.67K	1	0.17%	Reduced
3131	CWWM Clear Wave Wealth Management Red Bank, New Jersey	$448K	+$4.58K	1	0.08%	Increased
3132	PCM Poehling Capital Management Madison, Wisconsin	$448K	-$4.04K	1	0.1%	Reduced
3133	WSWA Warren Street Wealth Advisors Newport Beach, California	$448K	+$3.85K	1	0.1%	Increased
3134	FM Family Management New York	$447K	-$2.7M	1	0.05%	Reduced
3135	CWM Castle Wealth Management West Palm Beach, Florida	$447K	+$183	1	0.13%	Increased
3136	SEM Strategic Equity Management Tucson, Arizona	$447K	-$304K	2	0.15%	Reduced
3137	OFW Omnia Family Wealth Aventura, Florida	$446K	+$42.7K	1	0.12%	Increased
3138	APW Allied Private Wealth Boca Raton, Florida	$446K	+$438K	4	0.29%	New
3139	LSWP Liberty Square Wealth Partners Bethlehem, Pennsylvania	$444K	$0	1	0.11%	Maintained
3140	RP Rowlandmiller & Partners Atlanta, Georgia	$444K	+$26K	2	0.08%	Increased
3141	TL Tradewinds LLC Raleigh, North Carolina	$443K	+$283K	1	0.1%	Increased
3142	GPA Guerra Pan Advisors Montclair, New Jersey	$443K	-$96.3K	1	0.25%	Reduced
3143	PCI Planning Center Inc Moline, Illinois	$442K	+$367	1	0.04%	Increased
3144	YIM Yoffe Investment Management Lemoyne, Pennsylvania	$442K	$0	1	0.51%	Maintained
3145	PWP Parkwoods Wealth Partners Syracuse, New York	$441K	+$30.3K	1	0.07%	Increased
3146	PRP Peak Retirement Planning Columbus, Ohio	$440K	+$61K	2	0.07%	Increased
3147	AIP Avail Investment Partners Lemont, Pennsylvania	$440K	+$123K	1	0.34%	Increased
3148	MWP Meriwether Wealth & Planning Minden, Louisiana	$440K	-$3.12K	1	0.22%	Reduced
3149	RFO RiverGlades Family Offices Naples, Florida	$439K	-$107K	1	0.2%	Reduced
3150	CCG Chatham Capital Group Savannah, Georgia	$439K	$0	1	0.06%	Maintained