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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
3451	TWD True Wealth Design Akron, Ohio	$301K	+$125K	8	0.07%	Increased
3452	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$301K	+$6.42K	1	0.03%	Increased
3453	AIA Accelerate Investment Advisors Aliso Viejo, California	$300K	-$550	1	0.17%	Reduced
3454	RFA Rollins Financial Advisors New York City, New York	$300K	-$95.3K	1	0.04%	Reduced
3455	FOA Five Oceans Advisors Santa Monica, California	$300K	-$5.87K	1	0.1%	Reduced
3456	IFA Independence Financial Advisors Franklin, New Hampshire	$299K	+$550	1	0.08%	Increased
3457	PIFP Partners in Financial Planning Salem, Virginia	$299K	$0	1	0.05%	Maintained
3458	BFWM Bright Futures Wealth Management Webster, Ny 14580, New York	$299K	+$64.7K	1	0.19%	Increased
3459	PWP Ponta Wealth Partners Winter Park, Florida	$298K	+$76.5K	1	0.16%	Increased
3460	WMWM Wilkins Miller Wealth Management Mobile, Alabama	$298K	+$13.6K	1	0.16%	Increased
3461	PCMNC Piedmont Capital Management (North Carolina) Greensboro, North Carolina	$297K	-$33.7K	1	0.18%	Reduced
3462	JTWM Jackson Thornton Wealth Management Montgomery, Alabama	$297K	+$287K	1	0.02%	New
3463	PA Planning Alternatives Birmingham, Michigan	$297K	+$18.3K	1	0.03%	Increased
3464	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$296K	+$286K	1	0.03%	New
3465	AIM Ausbil Investment Management Sydney, Australia	$296K	+$337K	1	0.13%	New
3466	FWM Focused Wealth Management Newburgh, New York	$294K	+$49.1K	1	0.03%	Increased
3467	MPPHD Maloon Powers Pitre Higgins & Dennehy San Ramon, California	$294K	+$333K	1	0.1%	New
3468	Index Fund Advisors Irvine, California	$293K	+$4.58K	1	0.01%	Increased
3469	WCM Windsor Capital Management Phoenix, Arizona	$292K	-$6.05K	1	0.08%	Reduced
3470	SA Sicart Associates New York	$290K	$0	1	0.07%	Maintained
3471	CSIA Carl Stuart Investment Advisor Austin, Texas	$290K	$0	1	0.12%	Maintained
3472	FI Financial Insights Tacoma, Washington	$290K	$0	1	0.08%	Maintained
3473	CPW Crestmont Private Wealth Houston, Texas	$289K	+$8.58K	1	0.08%	Increased
3474	PAS Professional Advisory Services Vero Beach, Florida	$288K	+$279K	1	0.03%	New
3475	SFG Sather Financial Group Victoria, Texas	$288K	-$1.65K	1	0.02%	Reduced