← 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
1726	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$2.65K	$0	1	0%	Maintained
1727	TFM TFC Financial Management Boston, Massachusetts	$2.61K	-$421	4	0%	Reduced
1728	APC Aspire Private Capital Cornelius, North Carolina	$2.52K	-$14.5K	3	0%	Reduced
1729	VWA Valued Wealth Advisors Holladay, Utah	$2.44K	-$85	1	0%	Reduced
1730	NRG Nemes Rush Group Novi, Michigan	$2.19K	$0	2	0%	Maintained
1731	TLA Tanglewood Legacy Advisors Houston, Texas	$2.16K	$0	1	0%	Maintained
1732	GPFA Game Plan Financial Advisors Westlake, Ohio	$2.13K	$0	1	0%	Maintained
1733	T Tidemark San Diego, California	$2.11K	$0	1	0%	Maintained
1734	CFS CGC Financial Services Lake Oswego, Oregon	$2.09K	$0	2	0%	Maintained
1735	JEST JTC Employer Solutions Trustee St Helier, Jersey	$2K	$0	1	0%	Maintained
1736	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$1.96K	-$218	2	0%	Reduced
1737	AWM Activest Wealth Management Aventure, Florida	$1.95K	+$1.98K	1	0%	New
1738	NMG New Millennium Group Sandy, Utah	$1.72K	$0	1	0%	Maintained
1739	BCM Blume Capital Management Berkeley, California	$1.41K	$0	1	0%	Maintained
1740	MFG Mendota Financial Group Madison, Wisconsin	$1.3K	+$1.15K	8	0%	Increased
1741	FP Financial Perspectives Minneapolis, Minnesota	$1.25K	$0	2	0%	Maintained
1742	NL NVWM LLC Yardley, Pennsylvania	$1.22K	+$223	1	0%	Increased
1743	SWC Spectrum Wealth Counsel Indianapolis, Indiana	$1.22K	+$1.12K	1	0%	New
1744	RP Raelipskie Partnership Waterloo, Ontario, Canada	$1.21K	$0	1	0%	Maintained
1745	NECFA New England Capital Financial Advisors Meriden, Connecticut	$1.1K	-$369	1	0%	Reduced
1746	BIC Beach Investment Counsel West Conshohocken, Pennsylvania	$1K	$0	1	0%	Maintained
1747	WestEnd Advisors Charlotte, North Carolina	$944	+$97	4	0%	Increased
1748	BMC Bear Mountain Capital Seattle, Washington	$891	+$17	1	0%	Increased
1749	SFCL Strengthening Families & Communities LLC Boston, Massachusetts	$883	+$15	2	0%	Increased
1750	TCM TruNorth Capital Management Kalamazoo, Michigan	$727	+$582	3	0%	Increased