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GLP-1 & Obesity

GLP-1 medicines treat obesity and diabetes, and have grown into one of the largest drug categories ever launched. Their reach extends past medicine, because a change in how much people eat moves whole consumer industries.

92 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
5351
FA
Fiducient Advisors
Illinois
$361K $0 1 0.05% Maintained
5352
EF
Entrust Financial
Pennsylvania
$361K -$32.4K 9 0.23% Reduced
5353
BWG
Balanced Wealth Group
Ohio
$361K -$10.2K 1 0.11% Reduced
5354
BFA
Ballast Financial Advisors
Pennsylvania
$360K $0 1 0.33% Maintained
5355
HTWM
Hartmann Taylor Wealth Management
Texas
$360K $0 1 0.24% Maintained
5356
PS
Planning Strategies
Pennsylvania
$359K +$362K 13 0.22% New
5357
OCFG
O'Connor Financial Group
Illinois
$359K +$26.6K 1 0.13% Increased
5358
VW
Veridan Wealth
Oregon
$358K -$197K 1 0.12% Reduced
5359
MF
Montis Financial
Massachusetts
$356K +$9.2K 1 0.07% Increased
5360
DWM
Denver Wealth Management
Colorado
$355K +$14.5K 1 0.1% Increased
5361
SHFA
SC&H Financial Advisors
Maryland
$355K $0 1 0.05% Maintained
5362
HA
HFG Advisors
Ohio
$354K -$353K 1 0.22% Reduced
5363
BBWP
Beacon Bridge Wealth Partners
Pennsylvania
$353K +$58.2K 1 0.1% Increased
5364
JWM
JDH Wealth Management
California
$353K -$4.09K 1 0.21% Reduced
5365
FWM
Fonville Wealth Management
Virginia
$352K +$43.9K 1 0.06% Increased
5366
PWMA
Pension & Wealth Management Advisors
Massachusetts
$351K +$244K 6 0.09% Increased
5367
OFG
Orcam Financial Group
California
$350K +$298K 1 0.17% New
5368
WC
Weil Company
California
$350K -$245K 1 0.06% Reduced
5369
MWM
Momentous Wealth Management
Washington
$349K +$35.8K 1 0.18% Increased
5370
SC
Saybrook Capital
North Carolina
$349K $0 1 0.09% Maintained
5371
LMFP
Larry Mathis Financial Planning
Arizona
$349K -$345K 2 0.27% Reduced
5372
HWM
HBE Wealth Management
Nebraska
$348K -$2.04K 1 0.25% Reduced
5373
MTIM
Marathon Trading Investment Management
Pennsylvania
$348K -$215K 1 0.01% Reduced
5374
MC
Miramar Capital
Illinois
$348K $0 1 0.08% Maintained
5375
QA
Quattro Advisors
Pennsylvania
$346K +$37.8K 1 0.23% Increased