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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	WWM Whalen Wealth Management Las Vegas, Nevada	$238K	+$218K	1	0.15%	New
3252	IAP Indie Asset Partners Carmel, Indiana	$237K	-$24.6K	1	0.43%	Reduced
3253	RSS Rosenblum Silverman Sutton San Francisco, California	$237K	$0	1	0.06%	Maintained
3254	WAOI Wealth Advisors of Iowa West Des Moines, Iowa	$237K	+$133	1	0.09%	Increased
3255	MPW Magnolia Private Wealth Philadelphia, Pennsylvania	$237K	-$1.86K	1	0.18%	Reduced
3256	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$237K	+$217K	1	0.04%	New
3257	MCM MontVue Capital Management Lynchburg, Virginia	$237K	$0	1	0.17%	Maintained
3258	VI VanderPol Investments Caledonia, Michigan	$237K	-$6.93K	1	0.5%	Reduced
3259	PSFG Park Square Financial Group Roswell, Georgia	$236K	+$55.8K	6	0.17%	Increased
3260	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$236K	-$66K	2	0.05%	Reduced
3261	KPWG KFA Private Wealth Group Tysons, Virginia	$236K	+$1.33K	1	0.07%	Increased
3262	HA HFG Advisors Cincinatti, Ohio	$236K	+$215K	1	0.19%	New
3263	AHC Anderson Hoagland & Co St Louis, Missouri	$235K	+$215K	1	0.02%	New
3264	VW Vance Wealth Santa Clarita, California	$235K	-$2.67K	1	0.08%	Reduced
3265	OAM Occidental Asset Management Burlingame, California	$235K	+$8.13K	1	0.03%	Increased
3266	OWM Opes Wealth Management Menlo Park, California	$234K	-$71.7K	1	0.04%	Reduced
3267	CWM Consultiva Wealth Management San Juan, Puerto Rico	$234K	-$13.3K	2	0.72%	Reduced
3268	CWA Consilio Wealth Advisors Bellevue, Washington	$233K	+$7.86K	1	0.08%	Increased
3269	IP Isthmus Partners Madison, Wisconsin	$232K	$0	1	0.03%	Maintained
3270	SMAM Sugar Maple Asset Management Sister Bay, Wisconsin	$232K	+$181K	1	0.18%	New
3271	WCM Windsor Capital Management Phoenix, Arizona	$232K	$0	1	0.07%	Maintained
3272	HC Headland Capital Mt. Pleasant, South Carolina	$231K	-$133	1	0.07%	Reduced
3273	SPA Sherbrooke Park Advisers White Plains, New York	$231K	-$505K	1	0.1%	Reduced
3274	CCA Carrera Capital Advisors Troy, Michigan	$231K	-$13.1K	1	0.05%	Reduced
3275	WA Wealthstar Advisors Plano, Texas	$230K	-$8.53K	1	0.09%	Reduced