← 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
1351	JFGIW Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin	$10K	-$67	1	0%	Reduced
1352	RWM Raffa Wealth Management Washington, District of Columbia	$9.37K	+$911	6	0%	Increased
1353	CQS Credential Qtrade Securities Vancouver,	$9.26K	-$588K	1	0%	Reduced
1354	CFN Cordasco Financial Network Naples, Florida	$9K	$0	1	0.01%	Maintained
1355	HDIM Hanson & Doremus Investment Management Burlington, Vermont	$9K	$0	1	0%	Maintained
1356	SL Savior LLC Wellesley Hills, Massachusetts	$9K	+$3.13K	4	0.01%	Increased
1357	TFA Transamerica Financial Advisors St. Petersburg, Florida	$9K	+$7.33K	2	0%	New
1358	SIS Sound Income Strategies Ft Lauderdale, Florida	$8K	$0	4	0%	Maintained
1359	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$8K	$0	1	0%	Maintained
1360	GEA Glen Eagle Advisors Kingston, New Jersey	$7.11K	-$295	2	0%	Reduced
1361	LWM Lenox Wealth Management Cincinnati, Ohio	$7K	-$751	2	0%	Reduced
1362	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$6K	-$2K	1	0%	Reduced
1363	CIR Clear Investment Research Alpharetta, Georgia	$6K	$0	2	0.01%	Maintained
1364	PW Price Wealth Austin, Texas	$6K	-$6.63K	3	0%	Reduced
1365	SAM S.A. Mason Holland, Michigan	$6K	$0	1	0.01%	Maintained
1366	TL TrueWealth LLC Atlanta, Georgia	$6K	$0	3	0%	Maintained
1367	WB West Bancorporation West Des Moines, Iowa	$6K	$0	2	0.01%	Maintained
1368	1IA 1834 Investment Advisors Milwaukee, Wisconsin	$5K	+$3.31K	1	0%	New
1369	BWM Baystate Wealth Management Boston, Massachusetts	$5K	-$1.44K	3	0%	Reduced
1370	CWA Carolina Wealth Advisors Myrtle Beach, South Carolina	$5K	$0	1	0%	Maintained
1371	KWM Keebeck Wealth Management Chicago, Illinois	$5K	+$4.93K	1	0%	New
1372	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$5K	$0	1	0%	Maintained
1373	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$5K	$0	1	0%	Maintained
1374	RTC Riverview Trust Company Vancouver, Washington	$5K	$0	1	0%	Maintained
1375	WOC West Oak Capital Westlake Village, California	$5K	$0	1	0%	Maintained