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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
3201	GHA Granite Harbor Advisors Houston, Texas	$415K	+$15.6K	1	0.16%	Increased
3202	EWP Elevation Wealth Partners Santa Rosa, California	$414K	+$8.69K	6	0.12%	Increased
3203	MWM MBE Wealth Management Tomah, Wisconsin	$414K	+$4.22K	1	0.15%	Increased
3204	AFG Albion Financial Group Salt Lake City, Utah	$413K	+$44.4K	5	0.02%	Increased
3205	JSAM J. Safra Asset Management New York	$413K	-$4.48K	4	0.02%	Reduced
3206	FDDB Fidelity D&D Bancorp Dunmore, Pennsylvania	$413K	$0	1	0.14%	Maintained
3207	DCBT Dakota Community Bank & Trust Hebron, North Dakota	$412K	-$577	2	1.28%	Reduced
3208	SFO Stokes Family Office New Orleans, Louisiana	$411K	-$125K	1	0.05%	Reduced
3209	T Tidemark San Diego, California	$410K	+$53.3K	4	0.09%	Increased
3210	RFS Richardson Financial Services Medway, Massachusetts	$410K	-$222K	3	0.23%	Reduced
3211	RFA Reyes Financial Architecture San Diego, California	$410K	-$178K	1	0.23%	Reduced
3212	OFP OLIO Financial Planning Mclean, Virginia	$409K	$0	1	0.1%	Maintained
3213	ATS Ashton Thomas Securities Rochester, New York	$409K	-$323K	1	0.06%	Reduced
3214	ICM Islay Capital Management Lubbock, Texas	$409K	$0	2	0.19%	Maintained
3215	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$409K	-$45.7K	3	0.13%	Reduced
3216	CFC Client First Capital San Diego, California	$408K	$0	1	0.16%	Maintained
3217	OWG Oxford Wealth Group Orlando, Florida	$408K	-$11.9K	1	0.18%	Reduced
3218	GIM Groesbeck Investment Management Paramus, New Jersey	$407K	$0	1	0.65%	Maintained
3219	CA Clune & Associates Chicago, Illinois	$406K	+$2.75K	1	0.06%	Increased
3220	AOWM Asset One Wealth Management Bellevue, Washington	$405K	-$79K	1	0.04%	Reduced
3221	BCM Buckhead Capital Management Atlanta, Georgia	$404K	-$62.2K	1	0.14%	Reduced
3222	WAU Wellington-Altus USA Winnipeg, Manitoba, Manitoba, Canada	$404K	+$267K	2	0.29%	Increased
3223	MWM Mascoma Wealth Management Hanover, New Hampshire	$404K	-$1.73K	3	0.08%	Reduced
3224	IA IFG Advisors St. Louis, Missouri	$403K	$0	1	0.06%	Maintained
3225	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$403K	-$82K	1	0.05%	Reduced