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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	CFG Copley Financial Group San Diego, California	$416K	-$36.6K	1	0.25%	Reduced
3302	CFC Client First Capital San Diego, California	$415K	$0	1	0.18%	Maintained
3303	T Tableaux Stockbridge, Massachusetts	$415K	+$428K	1	0.2%	New
3304	TCPW Twin City Private Wealth Winston-Salem, North Carolina	$415K	+$12.5K	1	0.31%	Increased
3305	RWP Ridgeline Wealth Planning Centerville, Ohio	$415K	+$691	1	0.3%	Increased
3306	BW Bravera Wealth Bismarck, North Dakota	$413K	-$20.1K	3	0.19%	Reduced
3307	CISOA Capital Investment Services of America Milwaukee, Wisconsin	$413K	-$70.7K	1	0.04%	Reduced
3308	CFS Commonwealth Financial Services Vienna, West Virginia	$412K	+$27.2K	1	0.07%	Increased
3309	FD Financial Designs Claremont, California	$411K	+$417K	1	0.23%	New
3310	CA Clune & Associates Chicago, Illinois	$410K	-$65.2K	1	0.08%	Reduced
3311	FCM Fortis Capital Management Bellevue, Washington	$410K	-$3.18K	1	0.04%	Reduced
3312	PBK Peoples Bank (Kansas) Pratt, Kansas	$410K	-$38.8K	1	0.41%	Reduced
3313	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$410K	+$199	3	0.14%	Increased
3314	OFW Omnia Family Wealth Aventura, Florida	$409K	-$182K	1	0.13%	Reduced
3315	AFG Albion Financial Group Salt Lake City, Utah	$408K	+$17.2K	5	0.03%	Increased
3316	AWM Ariadne Wealth Management Santa Barbara, California	$408K	-$163K	1	0.18%	Reduced
3317	EWP Elevation Wealth Partners Santa Rosa, California	$407K	+$27.2K	6	0.15%	Increased
3318	VIPI Vista Investment Partners II Richmond, Indiana	$407K	-$22.7K	1	0.18%	Reduced
3319	NEPPG New England Professional Planning Group Westerly, Rhode Island	$406K	$0	1	0.17%	Maintained
3320	DWML Decker Wealth Management LLC Nashville, Tennessee	$405K	-$39.8K	1	0.09%	Reduced
3321	GHA Granite Harbor Advisors Houston, Texas	$405K	-$6.36K	1	0.18%	Reduced
3322	SOAMC Spirit of America Management Corp Syosset, New York	$405K	$0	1	0.08%	Maintained
3323	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$404K	$0	1	0.14%	Maintained
3324	WWM WJ Wealth Management Glendale, Arizona	$403K	+$408K	1	0.19%	New
3325	WCM Weik Capital Management Wyomissing, Pennsylvania	$403K	$0	1	0.16%	Maintained