Demars Financial Group, LLC Portfolio Holdings

Demars Financial Group, LLC

  • $260 Billion
  • Q2 2025

Demars Financial Group, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $260 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $40.8B, Ishares Tr Fltg Rate Nt ETF with a value of $39B, Invesco Exchange Traded Fd Tr with a value of $38.5B, Ishares S&P 100 ETF with a value of $30.3B, and Berkshire Hathaway Inc Class B with a value of $14.5B.

Examining the 13F form we can see an increase of $257B in the current position value, from $3.5B to 260B.

Below you can find more details about Demars Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $260 Billion
ETFs: $185 Billion
Financial Services: $22.4 Billion
Technology: $16.9 Billion
Energy: $8.22 Billion
Industrials: $6.84 Billion
Consumer Cyclical: $3.63 Billion
Healthcare: $2.86 Billion
Real Estate: $2.26 Billion
Other: $5.77 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$621B
$14.5 Billion 5.57% of portfolio
29,849
Q2 2025 Reduced 95.97%
$456B
$7.38 Billion 2.83% of portfolio
46,690
Q2 2025 Reduced 99.03%
$3.69T
$5.13 Billion 1.97% of portfolio
25,002
Q2 2025 Reduced 99.74%
$2.26T
$2.27 Billion 0.87% of portfolio
10,362
Q2 2025 Reduced 99.45%
$3.95T
$1.6 Billion 0.62% of portfolio
3,227
Q2 2025 Reduced 99.73%
$302B
$1.16 Billion 0.45% of portfolio
8,106
Q2 2025 New
$548B
$1.12 Billion 0.43% of portfolio
1,987
Q2 2025 Reduced 99.81%
$1.24T
$997 Million 0.38% of portfolio
5,619
Q2 2025 Reduced 99.31%
$202B
$880 Million 0.34% of portfolio
6,663
Q2 2025 Reduced 99.32%
$405B
$716 Million 0.27% of portfolio
1,953
Q2 2025 Reduced 99.71%
$232B
$644 Million 0.25% of portfolio
2,363
Q2 2025 Reduced 99.59%
$608B
$590 Million 0.23% of portfolio
757
Q2 2025 Reduced 99.88%
$1.27T
$601 Million 0.23% of portfolio
2,652
Q2 2025 Reduced 99.31%
$1.21T
$558 Million 0.21% of portfolio
3,168
Q2 2025 Reduced 99.28%
$203B
$506 Million 0.19% of portfolio
6,394
Q2 2025 Reduced 98.87%
$281B
$379 Million 0.15% of portfolio
3,871
Q2 2025 Reduced 98.74%
$368B
$302 Million 0.12% of portfolio
1,893
Q2 2025 Reduced 99.34%
$229B
$316 Million 0.12% of portfolio
2,321
Q2 2025 Reduced 99.28%
$859B
$313 Million 0.12% of portfolio
1,078
Q2 2025 New
$442B
$256 Million 0.1% of portfolio
2,372
Q2 2025 Reduced 98.96%
$439B
$232 Million 0.09% of portfolio
235
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $260 Billion
  • Prior Value $3.5 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 70 stocks
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