← 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
1251
IWP
Icon Wealth Partners
Texas
$10K +$8.62K 1 0% New
1252
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$9K -$288K 1 0% Reduced
1253
LPWM
Lake Point Wealth Management
Texas
$9K $0 1 0% Maintained
1254
LHC
Little House Capital
Massachusetts
$9K +$9.29K 1 0.01% New
1255
OFW
Omnia Family Wealth
Florida
$9K -$56 3 0% Reduced
1256
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$3.67K 5 0% Increased
1257
PWM
PRW Wealth Management
Massachusetts
$9K +$2.09K 4 0.01% Increased
1258
CAC
Certified Advisory Corp
Florida
$8K $0 1 0% Maintained
1259
CJA
C-J Advisory
California
$8K +$7.79K 1 0.01% New
1260
CX Institutional
CX Institutional
Indiana
$8K +$7.55K 4 0% Increased
1261
OFS
Orrstown Financial Services
Pennsylvania
$8K $0 1 0.01% Maintained
1262
WPW
Winthrop Partners - WNY
New York
$7.4K $0 1 0.01% Maintained
1263
Balentine LLC
Balentine LLC
Georgia
$7K $0 1 0% Maintained
1264
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$7K $0 1 0.01% Maintained
1265
Capital Guardian Trust
Capital Guardian Trust
California
$7K +$7.25K 1 0% New
1266
SIAP
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7K +$8.29K 1 0% Increased
1267
CBT
Capital Bank & Trust
California
$6K -$12.3K 1 0% Reduced
1268
CIR
Clear Investment Research
Georgia
$6K +$23 2 0.01% Increased
1269
JIR
James Investment Research
Ohio
$6K -$1.26M 2 0% Reduced
1270
LWM
Liberty Wealth Management
California
$6K +$3.04K 2 0% Increased
1271
WOC
West Oak Capital
California
$6K $0 1 0% Maintained
1272
JCM
Julex Capital Management
Massachusetts
$5.65K +$3.96K 2 0% Increased
1273
Allworth Financial
Allworth Financial
California
$5K +$4.4K 3 0% New
1274
JCM
Jacobi Capital Management
Pennsylvania
$5K -$6.24K 2 0% Reduced
1275
PMFA
Plante Moran Financial Advisors
Michigan
$5K -$1K 1 0% Reduced