← 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
1451	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$49K	$0	2	0.03%	Maintained
1452	Montag & Associates Atlanta, Georgia	$48K	+$7.42K	2	0%	Increased
1453	FIA FNY Investment Advisers New York	$45K	+$127	1	0.03%	Increased
1454	IFS Intelligent Financial Strategies Excelsior, Minnesota	$44K	$0	1	0.05%	Maintained
1455	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$44K	+$5.2K	11	0%	Increased
1456	HNWAG High Net Worth Advisory Group Naples, Florida	$42K	-$14.8K	2	0.02%	Reduced
1457	LJHT Laurie J. Hall Trustee	$42K	-$13.7K	1	0.02%	Reduced
1458	NFSG Newbridge Financial Services Group Boca Raton, Florida	$42K	-$14K	4	0.02%	Reduced
1459	AIM Axiom Investment Management New York	$39K	+$41.6K	2	0.08%	New
1460	MVP Miller Value Partners Sarasota, Florida	$39K	+$60.6K	1	0%	New
1461	Bogart Wealth LLC Mclean, Virginia	$38K	$0	3	0%	Maintained
1462	HCP Hexagon Capital Partners Rogers, Arkansas	$38K	+$26.3K	5	0.01%	Increased
1463	FPB First PREMIER Bank Sioux Falls, South Dakota	$37K	$0	3	0.01%	Maintained
1464	KFI Key Financial Inc West Chester, Pennsylvania	$37K	+$17.2K	5	0.02%	Increased
1465	EIP Ellis Investment Partners Berwyn, Pennsylvania	$36K	+$343	2	0.01%	Increased
1466	FRA Front Row Advisors Tiburon, California	$35K	-$8K	5	0.02%	Reduced
1467	PWMG Prestige Wealth Management Group Flemington, New Jersey	$35K	+$15.5K	7	0.01%	Increased
1468	AFS Annapolis Financial Services Annapolis, Maryland	$33K	$0	1	0.01%	Maintained
1469	CA Centerpoint Advisors Needham, Massachusetts	$33K	+$34.3K	1	0.02%	New
1470	MMG Monetary Management Group St Louis, Missouri	$33K	$0	2	0.01%	Maintained
1471	VWM Valley Wealth Managers Paramus, New Jersey	$33K	+$31.9K	2	0%	Increased
1472	EWM Endurance Wealth Management Providence, Rhode Island	$32K	$0	2	0.01%	Maintained
1473	PAM Paradigm Asset Management New York	$31.1K	+$11.3K	2	0.01%	Increased
1474	ONST Old North State Trust Greensboro, North Carolina	$31K	+$32.1K	3	0.03%	New
1475	JEST JTC Employer Solutions Trustee St Helier, Jersey	$30K	$0	1	0.01%	Maintained