← 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	TFA Toth Financial Advisory Leesburg, Virginia	$1.92K	-$10.4K	1	0%	Reduced
1702	TPBG Turning Point Benefit Group Frederick, Maryland	$1.92K	+$2.08K	4	0%	New
1703	IP Isthmus Partners Madison, Wisconsin	$1.87K	+$208K	1	0%	Increased
1704	FUBT First United Bank & Trust Oakland, Maryland	$1.82K	-$12.1K	1	0%	Reduced
1705	DWM Dogwood Wealth Management Lenexa, Kansas	$1.77K	+$422	2	0%	Increased
1706	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$1.71K	-$12.3K	5	0%	Reduced
1707	TCB Texas Capital Bancshares Dallas, Texas	$1.64K	+$1.64K	1	0%	New
1708	CTWM Cherry Tree Wealth Management Minnetonka, Minnesota	$1.52K	-$4.02K	1	0%	Reduced
1709	HWM HighMark Wealth Management St. Paul, Minnesota	$1.51K	+$1.15K	2	0%	Increased
1710	TCM TD Capital Management Memphis, Tennessee	$1.47K	-$295	1	0%	Reduced
1711	BCM Blume Capital Management Berkeley, California	$1.41K	$0	1	0%	Maintained
1712	NC North Capital Salt Lake City, Utah	$1.15K	+$1.15K	2	0%	New
1713	DF DecisionPoint Financial Mesa, Arizona	$1.14K	$0	2	0%	Maintained
1714	MWM Mascoma Wealth Management Hanover, New Hampshire	$821	-$5.57K	1	0%	Reduced
1715	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$770	+$992	2	0%	New
1716	T Tidemark San Diego, California	$742	$0	1	0%	Maintained
1717	FP Financial Perspectives Minneapolis, Minnesota	$727	-$34	1	0%	Reduced
1718	FFA Frazier Financial Advisors Columbus, Ohio	$709	+$19	1	0%	Increased
1719	EFMH E Fund Management (HK) Central, Hong Kong	$659	+$676	2	0%	New
1720	OA Operose Advisors Milwaukee, Wisconsin	$641	+$671	1	0%	New
1721	SWIM Smallwood Wealth Investment Management Red Bank, New Jersey	$586	$0	1	0%	Maintained
1722	Montag & Associates Atlanta, Georgia	$580	+$566	1	0%	New
1723	CAC Core Alternative Capital Peachtree Corners, Georgia	$547	-$6.15K	1	0%	Reduced
1724	EPIMS Evelyn Partners Investment Management Services London,	$536	-$405	1	0%	Reduced
1725	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$498	$0	1	0%	Maintained