← 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	TFM TFC Financial Management Boston, Massachusetts	$60K	$0	3	0.02%	Maintained
1377	ADL Asset Dedication LLC San Francisco, California	$59K	$0	3	0.01%	Maintained
1378	MMG Monetary Management Group St Louis, Missouri	$59K	$0	2	0.02%	Maintained
1379	WBC West Branch Capital Amherst, Massachusetts	$59K	+$58.7K	2	0.03%	New
1380	LWA Lenox Wealth Advisors New York	$58K	$0	2	0.01%	Maintained
1381	PGWM Parisi Gray Wealth Management Mendham, New Jersey	$58K	+$58.1K	3	0.02%	New
1382	SB Strategic Blueprint Atlanta, Georgia	$57K	+$56K	4	0.01%	New
1383	EBSAM Eubel Brady & Suttman Asset Management Miamisburg, Ohio	$56K	+$61K	2	0%	New
1384	ZB Zions Bancorporation Salt Lake City, Utah	$56K	-$7.36K	6	0.01%	Reduced
1385	TCTC Holdings Dallas, Texas	$54K	$0	1	0%	Maintained
1386	CFO CVA Family Office Denver, Colorado	$53K	+$3.21K	3	0.02%	Increased
1387	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$52K	$0	3	0.01%	Maintained
1388	DAM Delta Asset Management Memphis, Tennessee	$50K	$0	2	0%	Maintained
1389	SFP Sterling Financial Planning Sparta, New Jersey	$49K	$0	2	0.03%	Maintained
1390	FI Financial Insights Tacoma, Washington	$48.2K	+$47.3K	1	0.04%	New
1391	AP Atwood & Palmer Kansas City, Missouri	$48K	-$26K	1	0%	Reduced
1392	M1FG Mach-1 Financial Group Rogers, Arkansas	$48K	+$48.1K	1	0.03%	New
1393	Arkadios Wealth Advisors Atlanta, Georgia	$47K	+$26.6K	3	0.01%	Increased
1394	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$47K	+$45.2K	4	0%	New
1395	ONST Old North State Trust Greensboro, North Carolina	$47K	$0	2	0.04%	Maintained
1396	KFS Kelly Financial Services Braintree, Massachusetts	$46.5K	$0	5	0.03%	Maintained
1397	EIP Ellis Investment Partners Berwyn, Pennsylvania	$46K	+$299	1	0.01%	Increased
1398	PWP Personal Wealth Partners Bloomington, Minnesota	$43K	+$43.5K	2	0.02%	New
1399	BFG Baron Financial Group Fair Lawn, New Jersey	$39.9K	$0	1	0.02%	Maintained
1400	CWP Concord Wealth Partners Abingdon, Virginia	$39K	-$7.65K	3	0.01%	Reduced