← 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
1551	RFG RFP Financial Group Atlanta, Georgia	$21.4K	-$130	3	0.01%	Reduced
1552	QPBE Quintet Private Bank (Europe) Luxembourg	$19.8K	-$252	1	0%	Reduced
1553	KFS Kelly Financial Services Braintree, Massachusetts	$19.6K	$0	5	0.01%	Maintained
1554	AWM Abound Wealth Management Franklin, Tennessee	$19.4K	+$1.12K	10	0.01%	Increased
1555	Optiver Holding Amsterdam, Netherlands	$19.4K	+$21.9K	1	0%	New
1556	WAS Wesleyan Assurance Society Birmingham, United Kingdom	$19K	-$109K	1	0%	Reduced
1557	Bogart Wealth LLC Mclean, Virginia	$17.8K	-$6.21K	2	0%	Reduced
1558	EWP Elevation Wealth Partners Santa Rosa, California	$17.7K	$0	1	0.02%	Maintained
1559	FFL Financial Freedom LLC Cincinnati, Ohio	$17.5K	$0	2	0.01%	Maintained
1560	Larson Financial Group St Louis, Missouri	$16.2K	+$5.1K	5	0%	Increased
1561	HCP Hexagon Capital Partners Rogers, Arkansas	$16.1K	-$10.8K	5	0%	Reduced
1562	WOC West Oak Capital Westlake Village, California	$16K	$0	1	0.01%	Maintained
1563	SWA Sutton Wealth Advisors Tampa, Florida	$15.5K	+$1.84K	6	0.01%	Increased
1564	ATC Adirondack Trust Company Saratoga Springs, New York	$15.1K	-$10.2K	1	0.01%	Reduced
1565	KSWA Kathleen S. Wright Associates Pittsburgh, Pennsylvania	$15K	$0	1	0.01%	Maintained
1566	PP PFS Partners Mine Hill, New Jersey	$14.9K	$0	3	0.01%	Maintained
1567	LWANC Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina	$14.7K	-$1.01K	2	0%	Reduced
1568	CPG Cornerstone Planning Group Fairfield, New Jersey	$14.1K	-$5.4K	2	0.01%	Reduced
1569	AW Avion Wealth The Woodlands, Texas	$14K	-$56.5K	6	0%	Reduced
1570	GCM Gables Capital Management Miami, Florida	$14K	+$15.1K	1	0.01%	New
1571	MIM Macroview Investment Management Bethesda, Maryland	$13.3K	+$7.33K	2	0.02%	Increased
1572	TIM Tortoise Investment Management White Plains, New York	$13.2K	+$95	5	0%	Increased
1573	BWM Baystate Wealth Management Boston, Massachusetts	$13K	-$3.58K	5	0%	Reduced
1574	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$13K	$0	3	0%	Maintained
1575	GGI Godsey & Gibb Inc Richmond, Virginia	$12.6K	-$150	3	0%	Reduced