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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
3351	KFP Keener Financial Planning Keller, Texas	$11K	$0	2	0.01%	Maintained
3352	HWM HighMark Wealth Management St. Paul, Minnesota	$11K	$0	1	0.01%	Maintained
3353	SRCM Signature Resources Capital Management Newport Beach, California	$10.5K	$0	2	0.01%	Maintained
3354	NBT Northwest Bank & Trust Davenport, Iowa	$9.87K	$0	1	0.01%	Maintained
3355	CFS Compass Financial Services West Des Moines, Iowa	$9.67K	+$11K	1	0.01%	New
3356	HWM Horizons Wealth Management Asheville, North Carolina	$9.37K	$0	1	0.01%	Maintained
3357	PS PayPay Securities Tokyo, Japan	$8.62K	+$2.21K	3	0.37%	Increased
3358	HHGA Halbert Hargrove Global Advisors Long Beach, California	$8.5K	+$8.82K	1	0%	New
3359	IRAG Investment Research & Advisory Group Atlanta, Georgia	$7.32K	$0	1	0%	Maintained
3360	NCM Northwest Capital Management Lake Oswego, Oregon	$6.97K	$0	2	0%	Maintained
3361	CF Conquis Financial Milbrae, California	$6.88K	+$7.29K	2	0.01%	New
3362	PWA Principia Wealth Advisory Dallas, Texas	$6.6K	+$7.07K	4	0.01%	New
3363	KB Kimelman & Baird New York	$6.59K	-$55.2K	1	0%	Reduced
3364	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$5.9K	$0	1	0%	Maintained
3365	MC Montag & Caldwell Atlanta, Georgia	$5.9K	+$6.16K	1	0%	New
3366	NL NVWM LLC Yardley, Pennsylvania	$5.27K	-$743	3	0%	Reduced
3367	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$5.05K	-$890	1	0%	Reduced
3368	EAM Eukles Asset Management Cincinnati, Ohio	$4.69K	$0	1	0%	Maintained
3369	OA Operose Advisors Milwaukee, Wisconsin	$4.69K	-$109K	1	0%	Reduced
3370	SWM Sanctuary Wealth Management Pocatello, Idaho	$4.63K	$0	1	0%	Maintained
3371	DWM Dogwood Wealth Management Lenexa, Kansas	$3.81K	$0	1	0%	Maintained
3372	PCTC Perkins Coie Trust Company Seattle, Washington	$3.75K	$0	1	0%	Maintained
3373	FWM FLP Wealth Management Bentonville, Arkansas	$3.73K	+$3.87K	1	0.01%	New
3374	WCM Westend Capital Management Sausalito, California	$3.59K	-$121	1	0%	Reduced
3375	DCM Disciplina Capital Management Nashville, Tennessee	$3.29K	$0	1	0%	Maintained