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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	WBC West Branch Capital Amherst, Massachusetts	$209K	-$142K	3	0.06%	Reduced
3352	NAMNJ NorthStar Asset Management (New Jersey) Hackettstown, New Jersey	$208K	+$190K	1	0.11%	New
3353	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$208K	+$190K	1	0.05%	New
3354	DC Darrow Company Needham, Massachusetts	$208K	+$190K	1	0.11%	New
3355	SFP Sandbox Financial Partners Bethesda, Maryland	$208K	+$189K	1	0.07%	New
3356	NFG Nadler Financial Group Deerfield, Illinois	$207K	+$189K	1	0.02%	New
3357	MWP Madison Wealth Partners Madison, Wisconsin	$207K	+$204K	1	0.05%	New
3358	PPA Pacific Point Advisors Rancho Santa Fe, California	$207K	+$189K	1	0.11%	New
3359	IPAM Investment Partners Asset Management Metuchen, New Jersey	$206K	+$188K	1	0.14%	New
3360	PAG Paladin Advisory Group Clive, Iowa	$206K	$0	2	0.16%	Maintained
3361	SPWG Syntegra Private Wealth Group Chesterfield, Missouri	$206K	+$188K	1	0.02%	New
3362	AFG Allegheny Financial Group Pittsburgh, Pennsylvania	$206K	+$189K	1	0.05%	New
3363	BA Ballast Advisors Woodbury, Minnesota	$206K	+$188K	1	0.06%	New
3364	DFA DHJJ Financial Advisors Naperville, Illinois	$206K	+$133K	2	0.07%	Increased
3365	OC Oakmont Corp Los Angeles, California	$206K	$0	1	0.04%	Maintained
3366	EPW Evergreen Private Wealth Greenwood Village, Colorado	$206K	+$2.93K	1	0.09%	Increased
3367	AWM Ariadne Wealth Management Santa Barbara, California	$206K	-$48.1K	1	0.1%	Reduced
3368	MSWM Master's Wealth Management Lancaster, Pennsylvania	$205K	+$983	1	0.1%	Increased
3369	CAP Columbia Advisory Partners Spokane, Washington	$205K	+$187K	1	0.16%	New
3370	PIA Prakash Investment Advisors Andover, Massachusetts	$205K	$0	1	0.23%	Maintained
3371	AWG Altus Wealth Group Colorado Springs, Colorado	$204K	+$201K	1	0.09%	New
3372	CFP Curran Financial Partners Daniel Island, South Carolina	$204K	+$186K	1	0.05%	New
3373	RWA Rooted Wealth Advisors Bourbonnais, Illinois	$203K	+$184K	1	0.07%	New
3374	GCWM Graham Capital Wealth Management Washington D.c., District of Columbia	$202K	+$184K	1	0.22%	New
3375	TLFA True Link Financial Advisors San Francisco, California	$202K	+$184K	1	0.01%	New