← 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	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$42K	-$9.82K	4	0.02%	Reduced
1252	BFG Baron Financial Group Fair Lawn, New Jersey	$40.8K	+$41.4K	1	0.04%	New
1253	LWM Liberty Wealth Management Oakland, California	$40K	-$4.88K	3	0.02%	Reduced
1254	OIA Optimum Investment Advisors Chicago, Illinois	$39K	+$23.1K	3	0.01%	Increased
1255	LWA Lenox Wealth Advisors New York	$38K	$0	2	0.01%	Maintained
1256	GCM Gables Capital Management Miami, Florida	$37K	+$39.3K	1	0.02%	New
1257	LOIM Liberty One Investment Management Libertyville, Illinois	$37K	+$21.9K	1	0.01%	Increased
1258	CHAM Clear Harbor Asset Management Stamford, Connecticut	$36.3K	+$35.5K	3	0.01%	New
1259	PWM Provident Wealth Management Brentwood, Tennessee	$36K	+$36.6K	1	0.04%	New
1260	Simon Quick Advisors Morristown, New Jersey	$36K	-$5.26K	2	0.01%	Reduced
1261	SLF Sun Life Financial Toronto, Ontario, Canada	$36K	+$88	4	0.01%	Increased
1262	TFM TFC Financial Management Boston, Massachusetts	$36K	+$43.5K	3	0.02%	New
1263	PWMG Prestige Wealth Management Group Flemington, New Jersey	$35K	-$576	8	0.01%	Reduced
1264	QCMC Quantum Capital Management (California) San Francisco, California	$35K	$0	2	0.04%	Maintained
1265	Country Trust Bank Bloomington, Illinois	$34K	$0	1	0%	Maintained
1266	JFA JNBA Financial Advisors Bloomington, Minnesota	$34K	+$2.64K	2	0.01%	Increased
1267	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$34K	$0	1	0.02%	Maintained
1268	TPWA TRUE Private Wealth Advisors Salem, Oregon	$34K	+$37	2	0.01%	Increased
1269	PC PA Capital Richmond, Virginia	$33K	-$7.1K	1	0.02%	Reduced
1270	PFSC Peoples Financial Services Corp Moosic, Pennsylvania	$33K	$0	1	0.02%	Maintained
1271	AIL AGF Investments LLC Toronto, Ontario, Canada	$32K	-$35K	2	0%	Reduced
1272	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$32K	$0	6	0.01%	Maintained
1273	ZB Zions Bancorporation Salt Lake City, Utah	$32K	+$2.58K	5	0%	Increased
1274	BWM BerganKDV Wealth Management Bloomington, Minnesota	$31K	-$739	3	0%	Reduced
1275	TC Trust Company Manhattan, Kansas	$31K	$0	2	0.03%	Maintained