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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
3151	HIA HTG Investment Advisors New Canaan, Connecticut	$270K	+$533	1	0.1%	Increased
3152	SHFA SC&H Financial Advisors Sparks, Maryland	$270K	+$492	1	0.05%	Increased
3153	PWP Parkwoods Wealth Partners Syracuse, New York	$270K	+$246K	1	0.16%	New
3154	GC Gibson Capital Wexford, Pennsylvania	$270K	$0	1	0.05%	Maintained
3155	MCA Magnolia Capital Advisors Jackson, Mississippi	$269K	-$970K	1	0.07%	Reduced
3156	WA WESPAC Advisors Orinda, California	$269K	$0	1	0.19%	Maintained
3157	KWM KFG Wealth Management Granger, Indiana	$269K	+$2.3K	1	0.04%	Increased
3158	CMS Capital Market Strategies Palm Beach Gardens, Florida	$269K	-$133K	1	0.19%	Reduced
3159	WF Wayfinding Financial Lynnwood, Washington	$268K	-$174K	1	0.12%	Reduced
3160	AW Atlas Wealth Cincinnati, Ohio	$268K	$0	1	0.1%	Maintained
3161	M MATAURO New York	$267K	+$243K	1	0.05%	New
3162	LAM Lifestyle Asset Management Friendswood, Texas	$266K	+$29.3K	1	0.12%	Increased
3163	SF Symphony Financial Houston, Texas	$266K	+$1.18M	1	0.03%	New
3164	AIA AIMZ Investment Advisors Los Altos, California	$265K	$0	1	0.09%	Maintained
3165	ECA Elevated Capital Advisors Sandy, Utah	$265K	$0	1	0.07%	Maintained
3166	MIM Moseley Investment Management Bradenton, Florida	$265K	+$983	1	0.09%	Increased
3167	AFG Albion Financial Group Salt Lake City, Utah	$264K	-$120K	5	0.02%	Reduced
3168	WOSD WFA of San Diego San Diego, California	$264K	+$243K	4	0.19%	New
3169	AWA Aletheian Wealth Advisors Bellevue, Washington	$264K	+$2.53K	1	0.13%	Increased
3170	RFN Redwood Financial Network Solon, Ohio	$264K	-$4K	1	0.18%	Reduced
3171	AC Aristides Capital Louisville, Kentucky	$263K	+$236K	1	0.05%	New
3172	ACM AUA Capital Management Camp Hill, Pennsylvania	$263K	$0	1	0.16%	Maintained
3173	BFAG Blackston Financial Advisory Group The Villages, Florida	$263K	-$18.3K	1	0.16%	Reduced
3174	ABLA Alan B. Lancz & Associates Toledo, Ohio	$262K	$0	1	0.26%	Maintained
3175	CPL CAP Partners LLC Franklin, Tennessee	$262K	+$133	1	0.17%	Increased