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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
3326	GA GoalVest Advisory New York	$403K	+$17K	3	0.08%	Increased
3327	WFP Worthington Financial Partners Worthington, Ohio	$402K	+$415K	1	0.35%	New
3328	ICMM Integrated Capital Management (Michigan) Bloomfield, Michigan	$400K	-$82.1K	1	0.17%	Reduced
3329	PPA Pacific Point Advisors Rancho Santa Fe, California	$399K	+$2.78K	1	0.21%	Increased
3330	EBWM Eagle Bluffs Wealth Management Columbia, Missouri	$398K	-$2.58K	1	0.15%	Reduced
3331	RIS Richmond Investment Services Mequon, Wisconsin	$397K	+$97.6K	1	0.06%	Increased
3332	GWSA Global Wealth Strategies & Associates Denver, Colorado	$396K	+$6.21K	3	0.1%	Increased
3333	ECA Elevated Capital Advisors Sandy, Utah	$395K	+$10.1K	3	0.1%	Increased
3334	Aire Advisors Beverly Hills, California	$393K	+$398K	1	0.07%	New
3335	WP WealthPLAN Partners Omaha, Nebraska	$393K	+$1.39K	1	0.08%	Increased
3336	Inspirion Wealth Advisors Libertyville, Illinois	$392K	$0	1	0.05%	Maintained
3337	BDPWM Barnes Dennig Private Wealth Management Cincinnati, Ohio	$392K	$0	2	0.39%	Maintained
3338	BSW Wealth Partners Boulder, Colorado	$391K	-$118K	1	0.05%	Reduced
3339	NWAG Net Worth Advisory Group Sandy, Utah	$391K	-$1.19K	1	0.08%	Reduced
3340	Aristotle Capital Management Los Angeles, California	$391K	-$59.2K	1	0%	Reduced
3341	Beacon Capital Management LLC (Tennessee) Franklin, Tennessee	$391K	+$398	1	0.07%	Increased
3342	AWA Alta Wealth Advisors Woburn, Massachusetts	$391K	+$11.1K	1	0.13%	Increased
3343	BGAI Bruce G. Allen Investments Denver, Colorado	$389K	-$49K	6	0.25%	Reduced
3344	AFC AFT Forsyth & Company West Palm Beach, Florida	$389K	$0	1	0.18%	Maintained
3345	FB Finward Bancorp Munster, Indiana	$389K	$0	1	0.31%	Maintained
3346	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$389K	+$7.95K	1	0.13%	Increased
3347	Asio Capital Lexington, Kentucky	$388K	-$10.5K	1	0.05%	Reduced
3348	GC Granville Capital Greensboro, North Carolina	$388K	-$17.7K	1	0.2%	Reduced
3349	Pacific Capital Wealth Advisors Corona, California	$388K	+$3.98K	1	0.07%	Increased
3350	PPWM Paragon Private Wealth Management Lexington, Kentucky	$387K	+$27.6K	1	0.12%	Increased