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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
2226	WFC Western Financial Corp San Diego, California	$1.37M	+$218K	1	0.4%	Increased
2227	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$1.37M	-$335K	1	0.18%	Reduced
2228	BOPW Brandywine Oak Private Wealth Kennett Square, Pennsylvania	$1.37M	+$1.87K	2	0.1%	Increased
2229	LIA LBMC Investment Advisors Brentwood, Tennessee	$1.36M	-$28.2K	1	0.07%	Reduced
2230	AIP Almanack Investment Partners Wayne, Pennsylvania	$1.35M	+$1.07M	1	0.17%	Increased
2231	CFAM Center For Asset Management Palm Beach Gardens, Florida	$1.35M	-$64.9K	2	0.6%	Reduced
2232	ZIG Zullo Investment Group Scranton, Pennsylvania	$1.35M	+$1.31K	2	0.46%	Increased
2233	FFS Flavin Financial Services Melbourne, Florida	$1.35M	+$64K	1	0.77%	Increased
2234	CPA Cardiff Park Advisors Carlsbad, California	$1.34M	$0	2	0.1%	Maintained
2235	RWP Revolve Wealth Partners Hackensack, New Jersey	$1.34M	+$74.3K	1	0.14%	Increased
2236	PC Parrish Capital Kennesaw, Georgia	$1.34M	-$181K	1	1.29%	Reduced
2237	KOC Koss-Olinger Consulting Gainesville, Florida	$1.34M	-$1.57M	1	0.1%	Reduced
2238	MK MASTERINVEST Kapitalanlage Vienna,	$1.34M	-$376K	2	0.11%	Reduced
2239	SAM Secure Asset Management Troy, Michigan	$1.34M	+$155K	2	0.19%	Increased
2240	FCA FLC Capital Advisors Palm Desert, California	$1.33M	+$18.3K	1	0.21%	Increased
2241	TWP Tempus Wealth Planning Irvine, California	$1.33M	+$32.1K	1	0.26%	Increased
2242	SI Severin Investments St. Louis, Missouri	$1.33M	+$175K	3	1%	Increased
2243	SFG Sovereign Financial Group Stamford, Connecticut	$1.33M	-$89.4K	2	0.2%	Reduced
2244	OPOWM One Plus One Wealth Management Jupiter, Florida	$1.33M	$0	2	0.57%	Maintained
2245	SMC Smith, Moore & Co Clayton, Missouri	$1.33M	-$323K	1	0.09%	Reduced
2246	VEM Vann Equity Management Plano, Texas	$1.32M	-$229K	1	0.8%	Reduced
2247	WG WMS Group Folsom, Louisiana	$1.32M	+$710K	2	1.71%	Increased
2248	CAC Certified Advisory Corp Altamonte Springs, Florida	$1.32M	-$49.6K	2	0.11%	Reduced
2249	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$1.32M	+$142K	2	0.1%	Increased
2250	VGDSS VUB Generali dochodkova spravcovska spolocnost Bratislava,	$1.32M	$0	1	0.91%	Maintained