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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
3226	MEG Millstone Evans Group Boulder, Colorado	$81.4K	+$87.9K	3	0.06%	New
3227	FFA Frazier Financial Advisors Columbus, Ohio	$81.2K	-$6.78K	3	0.06%	Reduced
3228	Bank Julius Baer & Co Zurich, Switzerland	$81K	+$76.6K	1	0%	New
3229	BGA Battery Global Advisors Boston, Massachusetts	$80.9K	+$503	2	0.04%	Increased
3230	IWM IMG Wealth Management Jacksonville, Florida	$79.3K	+$85K	1	0.07%	New
3231	VWA VSM Wealth Advisory Hunt Valley, Maryland	$79.2K	+$84.9K	3	0.03%	New
3232	VWA Valued Wealth Advisors Holladay, Utah	$78.7K	+$760	3	0.05%	Increased
3233	SAM Synergy Asset Management Vancouver, Washington	$78.6K	+$75.7K	2	0.01%	New
3234	T Tidemark San Diego, California	$78.3K	+$2.64K	2	0.03%	Increased
3235	MB Mizuho Bank Tokyo, Japan	$75.2K	+$20.5K	1	0.02%	Increased
3236	LI Louisbourg Investments Dieppe, New Brunswick, Canada	$73.5K	$0	1	0.02%	Maintained
3237	IFS Intelligent Financial Strategies Excelsior, Minnesota	$73.1K	$0	1	0.04%	Maintained
3238	OWP ORG Wealth Partners Dallas, Texas	$73K	+$26K	1	0.02%	Increased
3239	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$72.5K	+$15K	1	0%	Increased
3240	PA PSI Advisors Tampa, Florida	$71.8K	-$18.4K	5	0.02%	Reduced
3241	HC Hurley Capital New York	$70.9K	+$68.8K	2	0.06%	New
3242	SC Stance Capital Boston, Massachusetts	$70.6K	+$73.7K	1	0.04%	New
3243	AAG Accordant Advisory Group Annapolis, Maryland	$68.9K	$0	1	0.07%	Maintained
3244	FWA FSC Wealth Advisors Fishkill, New York	$68.7K	$0	4	0.04%	Maintained
3245	HGERS Householder Group Estate & Retirement Specialist Scottsdale, Arizona	$67K	-$252K	2	0.05%	Reduced
3246	VWM Vermillion Wealth Management Rosemount, Minnesota	$65.4K	+$68.6K	2	0.03%	New
3247	LWA Lowe Wealth Advisors Columbia, Maryland	$63.9K	-$405	3	0.03%	Reduced
3248	BNP Paribas Paris, France	$63.6K	-$4.31M	1	0%	Reduced
3249	VFM Vision Financial Markets Stamford, Connecticut	$62K	+$65.1K	2	0.07%	New
3250	PH Pinnacle Holdings Tulsa, Oklahoma	$60.9K	+$36K	2	0.02%	Increased