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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
5701
CC
Cultivar Capital
Texas
$203K -$4.94K 1 0.13% Reduced
5702
TLA
Tanglewood Legacy Advisors
Texas
$200K $0 3 0.06% Maintained
5703
DWA
Delos Wealth Advisors
Texas
$199K +$137K 4 0.1% Increased
5704
UFPG
United Financial Planning Group
New York
$198K +$28.7K 8 0.1% Increased
5705
PF
PlanVest Financial
Maryland
$198K +$4.27K 8 0.13% Increased
5706
RQS
Ramsey Quantitative Systems
Kentucky
$192K +$163K 1 0.17% New
5707
MCA
McGuire Capital Advisors
Oklahoma
$191K -$5.86K 8 0.1% Reduced
5708
MPM
MBB Public Markets
Illinois
$189K $0 1 0.02% Maintained
5709
AW
Ankerstar Wealth
Texas
$188K -$1.54K 8 0.16% Reduced
5710
SA
Seneschal Advisors
Washington
$188K +$645 11 0.13% Increased
5711
BCPWM
Bradley & Co Private Wealth Management
Florida
$188K +$40.9K 4 0.09% Increased
5712
TCM
TD Capital Management
Tennessee
$188K -$11.3K 9 0.02% Reduced
5713
SAS
Spurstone Advisory Services
Connecticut
$175K $0 1 2.4% Maintained
5714
FAI
Fiduciary Advisors Inc
Missouri
$163K +$1.18K 3 0.11% Increased
5715
BGA
Battery Global Advisors
Massachusetts
$163K $0 2 0.08% Maintained
5716
CMHI
CVC Management Holdings II
Jersey
$162K -$972K 1 0.03% Reduced
5717
PSFG
Park Square Financial Group
Georgia
$157K -$9.93K 4 1.42% Reduced
5718
PIS
POM Investment Strategies
North Carolina
$154K -$252K 4 0.17% Reduced
5719
TAP
Tounjian Advisory Partners
Florida
$153K -$5.93M 10 0.07% Reduced
5720
SFS
Sunrise Financial Services
Washington
$151K -$17.9K 9 0.09% Reduced
5721
ZA
Zazove Associates
Nevada
$150K -$63.8K 1 0.01% Reduced
5722
UFF
USA Financial Formulas
Michigan
$149K -$1.81M 2 0.03% Reduced
5723
FAOAI
Fund Advisors of America Inc
Florida
$149K $0 1 0.14% Maintained
5724
PWM
Peck Wealth Management
New York
$146K -$26.2K 2 0.12% Reduced
5725
Apollo Management Holdings
Apollo Management Holdings
New York
$146K -$1.46M 1 0% Reduced