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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
3376	BWS Buck Wealth Strategies Denver, Colorado	$202K	+$199K	1	0.03%	New
3377	AWM Austin Wealth Management Austin, Texas	$202K	+$171K	1	0.04%	New
3378	ICM IMS Capital Management Portland, Oregon	$201K	-$1.95M	1	0.09%	Reduced
3379	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$201K	+$184K	1	0.02%	New
3380	TS TradeWell Securities Fort Wayne, Indiana	$200K	+$983	1	0.1%	Increased
3381	AFA American Financial Advisors Marietta, Georgia	$200K	+$183K	1	0.03%	New
3382	WR WD Rutherford Portland, Oregon	$200K	+$183K	1	0.09%	New
3383	EP Essential Partners Rancho Santa Fe, California	$200K	+$191K	7	0.08%	New
3384	HRC Hoertkorn Richard Charles	$199K	$0	1	0.08%	Maintained
3385	VEA Virtus ETF Advisers New York	$198K	$0	1	0.12%	Maintained
3386	GWSA Global Wealth Strategies & Associates Denver, Colorado	$194K	-$1.5K	3	0.06%	Reduced
3387	TLA Tanglewood Legacy Advisors Houston, Texas	$194K	$0	2	0.08%	Maintained
3388	AWM Accredited Wealth Management Louisville, Kentucky	$193K	+$149K	3	0.16%	Increased
3389	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$192K	-$9.53K	2	0.11%	Reduced
3390	FS Financially Speaking Greenwood Village, Colorado	$191K	-$9.65K	2	0.13%	Reduced
3391	FWM FSA Wealth Management Needham, Massachusetts	$191K	-$2.8K	3	0.07%	Reduced
3392	ACM Adalta Capital Management New York	$190K	$0	1	0.1%	Maintained
3393	GC Garde Capital Seattle, Washington	$189K	+$26.6K	2	0.01%	Increased
3394	CAM Creekmur Asset Management Morton, Illinois	$185K	+$363	4	0.03%	Increased
3395	GK Graney & King Latham, New York	$182K	+$822	3	0.12%	Increased
3396	SIS Strategic Investment Solutions Orland Park, Illinois	$182K	+$133	3	0.05%	Increased
3397	AF Alerus Financial Grand Forks, North Dakota	$176K	+$168K	3	0.01%	New
3398	Stonehage Fleming Financial Services St. Helier, Jersey	$175K	+$160K	1	0.01%	New
3399	DI DAGCO Inc Westlake, Ohio	$174K	+$139K	2	0.05%	Increased
3400	FFA Frazier Financial Advisors Columbus, Ohio	$172K	+$39.3K	3	0.12%	Increased