← 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
1701
FSWA
Financial Synergies Wealth Advisors
Texas
$1.09K -$223 1 0% Reduced
1702
HWM
HighMark Wealth Management
Minnesota
$1.07K $0 1 0% Maintained
1703
GFPC
Global Financial Private Client
Florida
$1.07K $0 1 0% Maintained
1704
PSB
Piscataqua Savings Bank
New Hampshire
$925 $0 1 0% Maintained
1705
WPA
West Paces Advisors
Georgia
$874 $0 1 0% Maintained
1706
HWP
Highline Wealth Partners
California
$865 $0 2 0% Maintained
1707
GJIA
Glass Jacobson Investment Advisors
Maryland
$862 +$896 2 0% New
1708
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$834 -$1.07M 1 0% Reduced
1709
IA
IFS Advisors
Kansas
$824 $0 1 0% Maintained
1710
AWM
Atticus Wealth Management
Florida
$821 $0 1 0% Maintained
1711
PO
Private Ocean
California
$756 $0 1 0% Maintained
1712
BCFD
Boit C.F. David
$691 $0 1 0% Maintained
1713
CMA
Cedar Mountain Advisors
Oregon
$670 $0 1 0% Maintained
1714
MCM
McMillion Capital Management
North Carolina
$648 +$818 1 0% New
1715
AF
Arrow Financial
New York
$626 $0 1 0% Maintained
1716
IWP
IAG Wealth Partners
Wisconsin
$626 $0 1 0% Maintained
1717
SAG
Spotlight Asset Group
Illinois
$626 +$791 1 0% New
1718
CFS
CGC Financial Services
Oregon
$605 +$763 1 0% New
1719
MWM
Mascoma Wealth Management
New Hampshire
$599 $0 1 0% Maintained
1720
LWP
Lumature Wealth Partners
Georgia
$583 $0 1 0% Maintained
1721
GG
Gleason Group
Kentucky
$449 $0 1 0% Maintained
1722
NC
NewSquare Capital
Pennsylvania
$432 $0 2 0% Maintained
1723
SIS
Strategic Investment Solutions
Illinois
$360 -$184 1 0% Reduced
1724
EL
EMFO LLC
Florida
$346 $0 1 0% Maintained
1725
PCA
Providence Capital Advisors
North Carolina
$293 $0 1 0% Maintained