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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
2376	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$224K	+$204K	2	0.01%	Increased
2377	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$223K	+$210	3	0.04%	Increased
2378	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$223K	$0	1	0.03%	Maintained
2379	PWM PRW Wealth Management Quincy, Massachusetts	$223K	-$4.18M	1	0.11%	Reduced
2380	WPA Winning Points Advisors Boca Raton, Florida	$223K	$0	1	0.16%	Maintained
2381	SG Stonnington Group Pasadena, California	$222K	-$208K	1	0.05%	Reduced
2382	GAG GM Advisory Group Melville, New York	$221K	-$19K	1	0.02%	Reduced
2383	IIC Integrated Investment Consultants Bloomfield Hills, Michigan	$221K	+$13.7K	1	0.06%	Increased
2384	BFG Barber Financial Group Lenexa, Kansas	$219K	+$3.98K	1	0.03%	Increased
2385	FSCM Front Street Capital Management Missoula, Montana	$218K	+$1.08K	1	0.04%	Increased
2386	PCMK Paragon Capital Management (Kansas) Overland Park, Kansas	$218K	+$217K	1	0.11%	New
2387	PP Pegasus Partners Mequon, Wisconsin	$218K	$0	1	0.04%	Maintained
2388	RZH Relyea Zuckerberg Hanson Stamford, Connecticut	$217K	+$13.4K	1	0.08%	Increased
2389	Boothbay Fund Management New York	$216K	-$631K	1	0.01%	Reduced
2390	HFG Heron Financial Group New York	$216K	-$6.37K	1	0.12%	Reduced
2391	OCM Orser Capital Management Southlake, Texas	$216K	$0	1	0.12%	Maintained
2392	Partners Capital Investment Group Boston, Massachusetts	$216K	-$4.2M	1	0.01%	Reduced
2393	THWM Taylor Hoffman Wealth Management Richmond, Virginia	$216K	-$65.5K	1	0.09%	Reduced
2394	ATFA All Terrain Financial Advisors Coon Rapids, Minnesota	$215K	$0	1	0.09%	Maintained
2395	SHGA Sand Hill Global Advisors Palo Alto, California	$215K	-$100K	1	0.01%	Reduced
2396	WFG Wills Financial Group Richmond, Virginia	$215K	$0	1	0.1%	Maintained
2397	FFA Freedman Financial Associates Peabody, Massachusetts	$214K	+$1.03K	1	0.16%	Increased
2398	NWS Newport Wealth Strategies Irvine, California	$214K	$0	1	0.13%	Maintained
2399	CWP CFM Wealth Partners Austin, Texas	$213K	$0	1	0.05%	Maintained
2400	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$213K	$0	1	0.1%	Maintained