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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
5626
CGA
Crescent Grove Advisors
Illinois
$234K $0 1 0.02% Maintained
5627
CMA
Cedar Mountain Advisors
Oregon
$234K +$2.73K 12 0.04% Increased
5628
MAMG
Milestone Asset Management Group
Connecticut
$234K +$199K 1 0.12% New
5629
EIP
Essential Investment Partners
Colorado
$234K $0 1 0.19% Maintained
5630
RWP
Ridgeline Wealth Planning
Ohio
$233K +$198K 1 0.15% New
5631
FFP
Forbes Financial Planning
Rhode Island
$232K -$103K 1 0.12% Reduced
5632
LAS
Legacy Advisory Services
Pennsylvania
$232K +$197K 1 0.16% New
5633
LFA
Legend Financial Advisors
Pennsylvania
$231K +$197K 1 0.13% New
5634
BFAG
Blackston Financial Advisory Group
Florida
$231K -$746K 1 0.13% Reduced
5635
SPFA
Summit Place Financial Advisors
New Jersey
$231K -$31.8K 1 0.1% Reduced
5636
VC
Vestor Capital
Illinois
$231K -$53.4M 3 0.01% Reduced
5637
USAA
United Services Automobile Association
Texas
$230K $0 1 0.02% Maintained
5638
CSI
Clark & Stuart Inc
Maine
$230K $0 1 0.14% Maintained
5639
MSL
Mackay Shields LLC
New York
$230K $0 1 0.01% Maintained
5640
BIM
Barton Investment Management
Pennsylvania
$228K -$6.2K 1 0.03% Reduced
5641
LKBC
L.K. Benson & Company
Maryland
$228K +$194K 1 0.07% New
5642
IASG
Investment Advisory Services Group
Florida
$228K +$194K 1 0.17% New
5643
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$228K +$194K 1 0.03% New
5644
AA
Aufman Associates
Pennsylvania
$227K $0 1 0.09% Maintained
5645
BF
Bonfire Financial
Colorado
$227K +$193K 1 0.15% New
5646
FHB
First Hawaiian Bank
Hawaii
$225K +$192K 1 0.03% New
5647
AFG
Artesa Financial Group
Texas
$223K +$759 1 0.19% Increased
5648
BWIA
Bryant Woods Investment Advisors
New York
$223K +$211K 1 0.06% New
5649
CWR
Chico Wealth RIA
California
$223K +$242K 1 0.12% New
5650
HSWM
Hubbell Strickland Wealth Management
Louisiana
$223K +$190K 1 0.08% New