← 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
1376	BWM Baystate Wealth Management Boston, Massachusetts	$6K	$0	3	0%	Maintained
1377	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$6K	-$81	2	0%	Reduced
1378	RCA Ranch Capital Advisors Sarasota, Florida	$6K	+$5.28K	3	0%	New
1379	RWM Raffa Wealth Management Washington, District of Columbia	$5.61K	$0	4	0%	Maintained
1380	KWM Keebeck Wealth Management Chicago, Illinois	$5K	+$4.29K	1	0%	New
1381	PW Price Wealth Austin, Texas	$5K	+$5.61K	4	0%	New
1382	TL TrueWealth LLC Atlanta, Georgia	$5K	$0	3	0%	Maintained
1383	APC Aspire Private Capital Cornelius, North Carolina	$4K	$0	1	0%	Maintained
1384	CB Community Bank Dewitt, New York	$4K	$0	1	0%	Maintained
1385	DOA D'Orazio & Associates Falls Church, Virginia	$4K	$0	1	0%	Maintained
1386	GG Gleason Group Prospect, Kentucky	$4K	+$3.69K	1	0%	New
1387	JIR James Investment Research Alpha, Ohio	$4K	$0	1	0%	Maintained
1388	MCM MV Capital Management Bethesda, Maryland	$4K	-$3.81K	1	0%	Reduced
1389	PCFFS Pacific Center for Financial Services San Ramon, California	$4K	$0	2	0%	Maintained
1390	TA TFG Advisers Auburn Hills, Michigan	$4K	+$4.71K	1	0%	New
1391	CI Cordant Inc Portland, Oregon	$3K	+$2.77K	1	0%	New
1392	LWA Lowe Wealth Advisors Columbia, Maryland	$3K	$0	1	0%	Maintained
1393	PWP Personal Wealth Partners Bloomington, Minnesota	$3K	$0	3	0%	Maintained
1394	TIM Tortoise Investment Management White Plains, New York	$3K	$0	1	0%	Maintained
1395	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$2K	$0	1	0%	Maintained
1396	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$2K	$0	1	0%	Maintained
1397	RMA Roffman Miller Associates Philadelphia, Pennsylvania	$2K	+$2.31K	1	0%	New
1398	BAM Bellevue Asset Management Bellevue, Washington	$1K	+$1.16K	1	0%	New
1399	DCM Davidson Capital Management Corpus Christi, Texas	$1K	+$484	1	0%	New
1400	Larson Financial Group St Louis, Missouri	$1K	$0	2	0%	Maintained