Demars Financial Group, LLC Portfolio Holdings

Demars Financial Group, LLC

  • $3.11 Billion
  • Q4 2024

Demars Financial Group, LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $3.11 Billion distributed in 71 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 $748M, Invesco Exchange Traded Fd Tr with a value of $569M, Spdr Portfolio S&P 500 Value E with a value of $316M, Vaneck ETF Tr Investment Grade with a value of $213M, and Ishares S&P 100 ETF with a value of $176M.

Examining the 13F form we can see an increase of $2.89B in the current position value, from $214M to 3.11B.

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

Portfolio value $3.11 Billion
ETFs: $2.45 Billion
Financial Services: $159 Million
Technology: $93.3 Million
Energy: $85.9 Million
Real Estate: $83.8 Million
Industrials: $47.8 Million
Healthcare: $46.5 Million
Communication Services: $25.7 Million
Other: $42.3 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $3.11 Billion
  • Prior Value $214 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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