← 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
1501
Bogart Wealth LLC
Bogart Wealth LLC
Virginia
$26K -$34 1 0% Reduced
1502
TC
Trust Company
Kansas
$25K $0 2 0% Maintained
1503
BWP
Baldwin Wealth Partners
Massachusetts
$24K $0 1 0% Maintained
1504
JFA
JNBA Financial Advisors
Minnesota
$24K -$5.76K 2 0% Reduced
1505
MCM
MV Capital Management
Maryland
$24K +$1.19K 3 0% Increased
1506
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$23K +$23.7K 3 0.01% New
1507
MCM
Manchester Capital Management
Vermont
$23K -$7.5K 6 0% Reduced
1508
HI
Hudock Inc
Pennsylvania
$22K +$15.6K 2 0.01% Increased
1509
PWMG
Prestige Wealth Management Group
New Jersey
$22K $0 6 0.01% Maintained
1510
CB
CNB Bank
Pennsylvania
$21K +$5.46K 2 0.01% Increased
1511
CCA
Column Capital Advisors
Indiana
$21K +$6.84K 5 0% Increased
1512
Larson Financial Group
Larson Financial Group
Missouri
$21K +$11.4K 4 0% Increased
1513
TF
TimeScale Financial
Massachusetts
$21K $0 2 0.01% Maintained
1514
FP
Financial Perspectives
Minnesota
$20.4K +$502 2 0.01% Increased
1515
TAM
Tucker Asset Management
Colorado
$20.3K +$20.9K 3 0.01% Increased
1516
CI
Cordant Inc
Oregon
$20K +$21.4K 10 0.01% New
1517
KFI
Key Financial Inc
Pennsylvania
$20K +$5.7K 3 0.01% Increased
1518
KTC
Kistler-Tiffany Companies
Pennsylvania
$20K $0 1 0% Maintained
1519
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$20K -$13.7K 4 0% Reduced
1520
KFS
Kelly Financial Services
Massachusetts
$19.3K $0 5 0.01% Maintained
1521
BONH
Bank of New Hampshire
New Hampshire
$19K +$18.5K 1 0% New
1522
FFA
Founders Financial Alliance
North Carolina
$19K +$102 1 0.01% Increased
1523
RWM
Raffa Wealth Management
District of Columbia
$18.6K -$507 5 0.01% Reduced
1524
AW
Alaethes Wealth
Nevada
$18K $0 1 0.01% Maintained
1525
AFIA
America First Investment Advisors
Nebraska
$18K $0 1 0.01% Maintained