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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
2026	Destination Wealth Management Walnut Creek, California	$70K	+$10.1K	2	0%	Increased
2027	LFG LifePlan Financial Group Dayton, Ohio	$70K	$0	2	0.04%	Maintained
2028	FBT First Bank & Trust Brookings, South Dakota	$69K	+$15.1K	1	0.05%	Increased
2029	PW Price Wealth Austin, Texas	$65K	+$42.3K	3	0.02%	Increased
2030	PS Portfolio Strategies Monsey, New York	$64K	+$37.3K	1	0.04%	Increased
2031	PSC Prentiss Smith & Co Brattleboro, Vermont	$63K	$0	1	0.04%	Maintained
2032	PCA Providence Capital Advisors Charlotte, North Carolina	$62K	$0	2	0.04%	Maintained
2033	FMP Financial Management Professionals Austin, Texas	$61K	-$11.6K	1	0.02%	Reduced
2034	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$59.6K	+$9.32K	2	0.05%	Increased
2035	MSA Marino Stram & Associates Braintree, Massachusetts	$59K	-$1.01K	3	0.05%	Reduced
2036	LWA Lenox Wealth Advisors New York	$58K	-$203K	2	0.01%	Reduced
2037	PCM Princeton Capital Management Red Bank, New Jersey	$56K	$0	1	0.02%	Maintained
2038	RWM Raffa Wealth Management Washington, District of Columbia	$53.8K	$0	1	0.02%	Maintained
2039	KC KHP Capital Tulsa, Oklahoma	$52K	$0	1	0.03%	Maintained
2040	SIS Sound Income Strategies Ft Lauderdale, Florida	$50K	+$24.3K	3	0.03%	Increased
2041	BRC Bell Rock Capital Rehoboth Beach, Delaware	$44K	+$44.2K	1	0.02%	New
2042	SWMG Signature Wealth Management Group Atlanta, Georgia	$44K	$0	3	0.03%	Maintained
2043	Country Trust Bank Bloomington, Illinois	$42K	-$25K	1	0%	Reduced
2044	RFM Royal Fund Management Lady Lake, Florida	$41K	-$1.41K	3	0.01%	Reduced
2045	BA Ballew Advisors Jackson, Mississippi	$40K	+$14.9K	1	0.05%	Increased
2046	WCM Wealthcare Capital Management Richmond, Virginia	$39K	+$19.9K	2	0%	Increased
2047	TC Trilogy Capital Irvine, California	$38K	+$9.2K	2	0.01%	Increased
2048	Sageworth Trust Lancaster, Pennsylvania	$35K	+$21.7K	2	0.01%	Increased
2049	CFN Cordasco Financial Network Naples, Florida	$34K	+$13.8K	3	0.03%	Increased
2050	RBC Roble Belko & Company Sewickley, Pennsylvania	$33K	$0	2	0.01%	Maintained