← 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
CWP
Concord Wealth Partners
Virginia
$43K -$9.57K 4 0.01% Reduced
1352
LWM
Liberty Wealth Management
California
$43K $0 4 0.02% Maintained
1353
KFS
Kelly Financial Services
Massachusetts
$41K +$479 5 0.03% Increased
1354
SFP
Sterling Financial Planning
New Jersey
$41K $0 2 0.03% Maintained
1355
SLF
Sun Life Financial
Ontario, Canada
$40K +$22 4 0% Increased
1356
TCWM
Total Clarity Wealth Management
Illinois
$39K +$38.2K 3 0.02% New
1357
MLFP
MPS Loria Financial Planners
Illinois
$38K +$13.2K 6 0.02% Increased
1358
BFG
Baron Financial Group
New Jersey
$35.4K $0 1 0.02% Maintained
1359
BWM
BerganKDV Wealth Management
Minnesota
$35K $0 3 0% Maintained
1360
TC
Trust Company
Kansas
$35K $0 2 0.03% Maintained
1361
DWP
Destiny Wealth Partners
Florida
$34K -$214K 1 0.01% Reduced
1362
FPB
First PREMIER Bank
South Dakota
$33K +$22.3K 2 0.01% Increased
1363
JFA
JNBA Financial Advisors
Minnesota
$33K $0 2 0% Maintained
1364
EARNEST Partners
EARNEST Partners
Georgia
$32K $0 5 0% Maintained
1365
HFA
Hoover Financial Advisors
Pennsylvania
$32K $0 2 0.01% Maintained
1366
CWA
Carolina Wealth Advisors
South Carolina
$31K $0 3 0.02% Maintained
1367
Bartlett & Co Wealth Management
Bartlett & Co Wealth Management
Ohio
$30.1K $0 1 0% Maintained
1368
Bartlett & Co
Bartlett & Co
Ohio
$30K $0 1 0% Maintained
1369
EWM
Endurance Wealth Management
Rhode Island
$30K +$28.1K 2 0% Increased
1370
HI
Hudock Inc
Pennsylvania
$30K +$141 2 0.01% Increased
1371
PWMG
Prestige Wealth Management Group
New Jersey
$30K -$8.11K 7 0.01% Reduced
1372
MWP
Meridian Wealth Partners
Pennsylvania
$29K +$30.4K 7 0.01% New
1373
Sageworth Trust
Sageworth Trust
Pennsylvania
$29K $0 2 0% Maintained
1374
PO
Private Ocean
California
$28K $0 2 0.01% Maintained
1375
CCA
Column Capital Advisors
Indiana
$27K $0 5 0.01% Maintained