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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
3301	BFA Buttonwood Financial Advisors Baltimore, Maryland	$362K	-$229K	1	0.11%	Reduced
3302	BW Bravera Wealth Bismarck, North Dakota	$362K	-$15.8K	3	0.14%	Reduced
3303	JRCM Jones Road Capital Management New York	$360K	+$348K	1	0.74%	New
3304	WSFG Wall Street Financial Group Carlinville, Illinois	$358K	-$356K	1	0.19%	Reduced
3305	PWMG Private Wealth Management Group Princeton, New Jersey	$358K	+$165K	5	0.08%	Increased
3306	AI AXS Investments Port Chester, New York	$357K	-$101K	1	0.1%	Reduced
3307	Flow Traders U.S. New York	$356K	+$101K	1	0.01%	Increased
3308	PPWM Paragon Private Wealth Management Lexington, Kentucky	$356K	-$24K	1	0.09%	Reduced
3309	LWP LFG Wealth Partners Elizabethtown, Kentucky	$355K	+$2.93K	1	0.17%	Increased
3310	AWA Aletheian Wealth Advisors Bellevue, Washington	$354K	+$14.7K	1	0.15%	Increased
3311	APW Aurora Private Wealth Rockaway, New Jersey	$354K	+$183	1	0.22%	Increased
3312	AWM Abound Wealth Management Franklin, Tennessee	$353K	-$53.9K	4	0.07%	Reduced
3313	SO Sierra Ocean Ripon, California	$352K	+$20.5K	1	0.24%	Increased
3314	MGWA Monument Group Wealth Advisors Concord, Massachusetts	$352K	+$236K	1	0.17%	Increased
3315	AZ Alpha Zero Boca Raton, Florida	$352K	-$1.47K	1	0.13%	Reduced
3316	CCA Carrera Capital Advisors Troy, Michigan	$351K	-$7.52K	1	0.05%	Reduced
3317	LAM Lifestyle Asset Management Friendswood, Texas	$351K	-$18K	1	0.09%	Reduced
3318	HIA HTG Investment Advisors New Canaan, Connecticut	$350K	$0	1	0.09%	Maintained
3319	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$350K	+$338K	1	0.05%	New
3320	MFG Mosaic Financial Group Chicago, Illinois	$349K	-$1.28K	1	0.22%	Reduced
3321	SR Syntax Research Boca Raton, Florida	$349K	-$1.21M	1	0.25%	Reduced
3322	FWA Fulcrum Wealth Advisors Bellevue, Washington	$347K	+$69.7K	1	0.27%	Increased
3323	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$346K	$0	1	0.09%	Maintained
3324	MWA Madson Wealth Advisors Santa Rosa, California	$346K	+$82.3K	1	0.23%	Increased
3325	AW Avion Wealth The Woodlands, Texas	$345K	+$14.5K	4	0.06%	Increased