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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
3251	CAM Costello Asset Management Feasterville, Pennsylvania	$60.8K	$0	1	0.04%	Maintained
3252	SVCP Silicon Valley Capital Partners San Jose, California	$59.1K	+$242	2	0.01%	Increased
3253	CPG Cornerstone Planning Group Fairfield, New Jersey	$58.3K	+$2.44K	4	0.01%	Increased
3254	Raiffeisen Bank International Vienna, Austria	$58.3K	+$66.9K	1	0%	New
3255	TWD True Wealth Design Akron, Ohio	$58.2K	-$39.3K	5	0.02%	Reduced
3256	BA Bellwether Advisors Lincoln, Nebraska	$58K	+$61K	4	0.01%	New
3257	PSFG Park Square Financial Group Roswell, Georgia	$57.9K	+$63.3K	4	0.04%	New
3258	MCA Maryland Capital Advisors Chester, Maryland	$56.8K	$0	2	0.03%	Maintained
3259	WCM WealthTrak Capital Management Virginia Beach, Virginia	$56.6K	+$59.4K	4	0.05%	New
3260	FP Financial Perspectives Minneapolis, Minnesota	$55K	+$14.1K	2	0.02%	Increased
3261	CWM Consultiva Wealth Management San Juan, Puerto Rico	$54.2K	+$55.1K	2	0.27%	New
3262	RTL Red Tortoise LLC Atlanta, Georgia	$54.1K	$0	4	0.03%	Maintained
3263	DFA DHJJ Financial Advisors Naperville, Illinois	$51.6K	$0	2	0.02%	Maintained
3264	RS Rakuten Securities Tokyo, Japan	$49.5K	+$40K	3	0.02%	Increased
3265	HWP Highline Wealth Partners Sherman Oaks, California	$49.4K	-$13.2K	3	0.02%	Reduced
3266	OAJ Ogorek Anthony Joseph Williamsville, New York	$49K	$0	3	0.02%	Maintained
3267	MAS MPWM Advisory Solutions Alpharetta, Georgia	$47.5K	+$49.7K	2	0.03%	New
3268	CFP Comprehensive Financial Planning East Petersburg, Pennsylvania	$47.4K	+$49.7K	2	0.04%	New
3269	FFA Fairfield Financial Advisors Wellesley, Massachusetts	$47.2K	+$242	1	0.02%	Increased
3270	BCWM Ball & Co Wealth Management Franklin, Tennessee	$47K	+$50.3K	1	0.04%	New
3271	NMG New Millennium Group Sandy, Utah	$46.5K	+$39.1K	2	0.03%	Increased
3272	PPA Painted Porch Advisors Santa Barbara, California	$45.9K	+$14.2K	2	0.02%	Increased
3273	PEAK6 Chicago, Illinois	$45.4K	+$56.2K	1	0%	New
3274	CAWM Capital A Wealth Management New Castle, Pennsylvania	$45.4K	+$47.4K	1	0.08%	New
3275	TCM TD Capital Management Memphis, Tennessee	$44.8K	+$1.01K	2	0%	Increased