← All themes GLP-1 & Obesity

Obesity Second-Order Effects

Weight-loss medicines change demand well outside healthcare — in snacks, alcohol, apparel sizing, dialysis, and bariatric surgery. Some companies gain from the shift and others lose, which is exactly why the linkage is worth tagging.

26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1201	AIM Advantage Investment Management Cedar Rapids, Iowa	$11K	$0	1	0%	Maintained
1202	AWM Aevitas Wealth Management Wellesley Hills, Massachusetts	$11K	+$9.94K	1	0.01%	New
1203	BWA BDO Wealth Advisors Jacksonville, Florida	$11K	$0	1	0%	Maintained
1204	FCB First Command Bank Fort Worth, Texas	$11K	$0	1	0.01%	Maintained
1205	FCFS First Command Financial Services Fort Worth, Texas	$11K	$0	1	0.01%	Maintained
1206	GWS Glassman Wealth Services Vienna, Virginia	$11K	+$452	4	0.01%	Increased
1207	MCM MV Capital Management Bethesda, Maryland	$11K	+$10.6K	2	0%	New
1208	PSC Prentiss Smith & Co Brattleboro, Vermont	$11K	-$99K	1	0.01%	Reduced
1209	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$10K	$0	2	0.01%	Maintained
1210	CWM Catamount Wealth Management Westport, Connecticut	$9K	-$13.3K	2	0.01%	Reduced
1211	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$9K	$0	1	0.01%	Maintained
1212	FFG Ford Financial Group Fresno, California	$7K	+$7.25K	1	0.01%	New
1213	LF Lee Financial Dallas, Texas	$7K	$0	2	0%	Maintained
1214	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$7K	-$10.7K	1	0.01%	Reduced
1215	TWI Thomas White International Chicago, Illinois	$6K	$0	1	0%	Maintained
1216	GEA Glen Eagle Advisors Kingston, New Jersey	$5.35K	-$5.84K	1	0%	Reduced
1217	BWM Baystate Wealth Management Boston, Massachusetts	$5K	$0	3	0%	Maintained
1218	DBT Dubuque Bank & Trust Dubuque, Iowa	$5K	$0	2	0%	Maintained
1219	PWM Paulson Wealth Management Wheaton, Illinois	$5K	+$5.67K	3	0%	New
1220	SBL Sargent Bickham Lagudis Boulder, Colorado	$5K	$0	1	0%	Maintained
1221	TG TLP Group Evanston, Illinois	$5K	-$29.3K	2	0%	Reduced
1222	WCM Whitener Capital Management Rocky Mount, North Carolina	$5K	+$5.59K	2	0%	New
1223	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$4K	$0	1	0%	Maintained
1224	CIM Contravisory Investment Management Norwell, Massachusetts	$4K	$0	1	0%	Maintained
1225	WCM Wealthcare Capital Management Richmond, Virginia	$4K	+$4.55K	1	0%	New