Demars Financial Group, LLC Portfolio Holdings

Demars Financial Group, LLC

  • $3.5 Billion
  • Q1 2025

Demars Financial Group, LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.5 Billion distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Fltg Rate Nt ETF with a value of $773M, Invesco Exchange Traded Fd Tr with a value of $610M, Vaneck ETF Tr Investment Grade with a value of $491M, Spdr Portfolio S&P 500 Value E with a value of $340M, and Ishares S&P 100 ETF with a value of $187M.

Examining the 13F form we can see an increase of $394M in the current position value, from $3.11B to 3.5B.

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

Portfolio value $3.5 Billion
ETFs: $2.77 Billion
Financial Services: $164 Million
Technology: $99.7 Million
Real Estate: $81.4 Million
Energy: $77.7 Million
Industrials: $50 Million
Healthcare: $35.4 Million
Communication Services: $29.2 Million
Other: $46.6 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2B
$2.02 Million 0.06% of portfolio
344,578
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $3.5 Billion
  • Prior Value $3.11 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
Track This Portfolio

Track Demars Financial Group, LLC Portfolio

Follow Demars Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Demars Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Demars Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email