Demars Financial Group as of June 30, 2023
Portfolio Holdings for Demars Financial Group
Demars Financial Group holds 72 positions in its portfolio as reported in the June 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Fltg Rate Nt Etf (FLOT) | 23.1 | $42M | 817k | 50.82 | |
Vaneck Etf Trust Ig Floating Rate (FLTR) | 7.8 | $14M | 559k | 25.25 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 3.4 | $6.1M | 39k | 157.83 | |
Sprott Physical Gold & Silve Tr Unit (CEF) | 3.3 | $6.0M | 332k | 18.02 | |
Amazon (AMZN) | 3.2 | $5.8M | 45k | 130.36 | |
Merck & Co (MRK) | 3.1 | $5.5M | 48k | 115.39 | |
Apple (AAPL) | 2.9 | $5.2M | 27k | 193.97 | |
Enbridge (ENB) | 2.6 | $4.6M | 125k | 37.15 | |
Fidelity Covington Trust Msci Energy Idx (FENY) | 2.6 | $4.6M | 208k | 22.16 | |
Proshares Tr Short Qqq New | 2.6 | $4.6M | 435k | 10.57 | |
Lockheed Martin Corporation (LMT) | 2.5 | $4.5M | 9.8k | 460.38 | |
Wp Carey (WPC) | 2.5 | $4.5M | 67k | 67.56 | |
Life Storage Inc reit | 2.5 | $4.5M | 34k | 132.96 | |
Bristol Myers Squibb (BMY) | 2.5 | $4.5M | 70k | 63.95 | |
Tegna (TGNA) | 2.2 | $3.9M | 241k | 16.24 | |
EOG Resources (EOG) | 2.1 | $3.8M | 33k | 114.44 | |
Flowers Foods (FLO) | 1.9 | $3.5M | 141k | 24.88 | |
Medtronic SHS (MDT) | 1.9 | $3.4M | 39k | 88.10 | |
Activision Blizzard | 1.9 | $3.4M | 40k | 84.30 | |
Fidelity Covington Trust Msci Utils Index (FUTY) | 1.7 | $3.1M | 73k | 42.28 | |
Nutrien (NTR) | 1.6 | $2.9M | 50k | 59.05 | |
Phillips 66 (PSX) | 1.3 | $2.3M | 24k | 95.38 | |
Cigna Corp (CI) | 1.2 | $2.2M | 7.9k | 280.60 | |
Ares Capital Corporation (ARCC) | 1.2 | $2.2M | 115k | 18.79 | |
Owl Rock Capital Corporation (OBDC) | 1.1 | $1.9M | 143k | 13.42 | |
NVIDIA Corporation (NVDA) | 1.0 | $1.7M | 4.1k | 423.06 | |
Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.9 | $1.6M | 26k | 63.12 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $1.6M | 5.7k | 275.18 | |
Ishares Tr Core Div Grwth (DGRO) | 0.8 | $1.5M | 28k | 51.53 | |
Huntington Ingalls Inds (HII) | 0.8 | $1.4M | 6.3k | 227.60 | |
Prologis (PLD) | 0.8 | $1.4M | 12k | 122.63 | |
Abbvie (ABBV) | 0.7 | $1.3M | 10k | 134.73 | |
Exxon Mobil Corporation (XOM) | 0.7 | $1.3M | 12k | 107.25 | |
Fidelity Covington Trust Stock For Infl (FCPI) | 0.7 | $1.2M | 37k | 32.81 | |
Medical Properties Trust (MPW) | 0.6 | $1.1M | 117k | 9.26 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $966k | 3.7k | 261.49 | |
Mastercard Incorporated Cl A (MA) | 0.5 | $879k | 2.2k | 393.35 | |
General Dynamics Corporation (GD) | 0.4 | $731k | 3.4k | 215.16 | |
Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.4 | $722k | 29k | 25.09 | |
Microsoft Corporation (MSFT) | 0.4 | $687k | 2.0k | 340.56 | |
J.B. Hunt Transport Services (JBHT) | 0.4 | $657k | 3.6k | 181.02 | |
Ishares Tr Tips Bd Etf (TIP) | 0.4 | $651k | 6.1k | 107.62 | |
Vermilion Energy (VET) | 0.3 | $620k | 50k | 12.45 | |
Valero Energy Corporation (VLO) | 0.3 | $584k | 5.0k | 117.30 | |
Molina Healthcare (MOH) | 0.3 | $568k | 1.9k | 301.24 | |
Bwx Technologies (BWXT) | 0.3 | $555k | 7.8k | 71.57 | |
American Homes 4 Rent Cl A (AMH) | 0.3 | $538k | 15k | 35.45 | |
Franco-Nevada Corporation (FNV) | 0.3 | $525k | 3.7k | 142.58 | |
Iron Mountain (IRM) | 0.3 | $515k | 9.1k | 56.82 | |
Verizon Communications (VZ) | 0.3 | $506k | 14k | 37.19 | |
Home Depot (HD) | 0.3 | $501k | 1.6k | 310.73 | |
Ishares Gold Tr Ishares New (IAU) | 0.3 | $485k | 13k | 36.39 | |
ConAgra Foods (CAG) | 0.3 | $480k | 14k | 33.72 | |
Perrigo SHS (PRGO) | 0.2 | $448k | 13k | 33.95 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $443k | 2.7k | 162.46 | |
CF Industries Holdings (CF) | 0.2 | $437k | 6.3k | 69.42 | |
Phillips Edison & Co Common Stock (PECO) | 0.2 | $431k | 13k | 34.08 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $400k | 3.3k | 119.70 | |
Wal-Mart Stores (WMT) | 0.2 | $372k | 2.4k | 157.16 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $354k | 1.0k | 341.00 | |
Pepsi (PEP) | 0.2 | $332k | 1.8k | 185.19 | |
Abbott Laboratories (ABT) | 0.2 | $322k | 3.0k | 109.02 | |
Farmland Partners (FPI) | 0.2 | $314k | 26k | 12.21 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $308k | 833.00 | 369.43 | |
Chevron Corporation (CVX) | 0.2 | $279k | 1.8k | 157.35 | |
Eli Lilly & Co. (LLY) | 0.2 | $271k | 578.00 | 469.06 | |
Digital Realty Trust (DLR) | 0.1 | $241k | 2.1k | 113.87 | |
Procter & Gamble Company (PG) | 0.1 | $222k | 1.5k | 151.75 | |
Fidelity Covington Trust Consmr Staples (FSTA) | 0.1 | $219k | 4.8k | 45.42 | |
Hf Sinclair Corp (DINO) | 0.1 | $211k | 4.7k | 44.61 | |
Comcast Corp Cl A (CMCSA) | 0.1 | $204k | 4.9k | 41.55 | |
Spirit Airlines (SAVE) | 0.1 | $202k | 12k | 17.16 |