Demars Financial Group as of Sept. 30, 2023
Portfolio Holdings for Demars Financial Group
Demars Financial Group holds 73 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr Fltg Rate Nt Etf (FLOT) | 24.7 | $43M | 848k | 50.89 | |
Vaneck Etf Trust Ig Floating Rate (FLTR) | 8.5 | $15M | 585k | 25.29 | |
Ishares Tr Rus 1000 Val Etf (IWD) | 3.2 | $5.6M | 37k | 151.82 | |
Proshares Tr Shrt Hgh Yield (SJB) | 2.9 | $5.0M | 271k | 18.45 | |
Sprott Physical Gold & Silve Tr Unit (CEF) | 2.9 | $5.0M | 288k | 17.32 | |
Merck & Co (MRK) | 2.8 | $4.9M | 47k | 102.95 | |
Fidelity Covington Trust Msci Energy Idx (FENY) | 2.7 | $4.6M | 187k | 24.91 | |
Bristol Myers Squibb (BMY) | 2.6 | $4.5M | 78k | 58.04 | |
Apple (AAPL) | 2.5 | $4.4M | 26k | 171.21 | |
Amazon (AMZN) | 2.5 | $4.3M | 34k | 127.12 | |
Lockheed Martin Corporation (LMT) | 2.4 | $4.2M | 10k | 408.96 | |
Chubb (CB) | 2.4 | $4.1M | 20k | 208.18 | |
Wp Carey (WPC) | 2.4 | $4.1M | 76k | 54.08 | |
Enbridge (ENB) | 2.3 | $4.0M | 120k | 33.19 | |
Kroger (KR) | 2.1 | $3.7M | 83k | 44.75 | |
Cigna Corp (CI) | 2.0 | $3.5M | 12k | 286.07 | |
Extra Space Storage (EXR) | 1.9 | $3.4M | 28k | 121.58 | |
EOG Resources (EOG) | 1.8 | $3.1M | 25k | 126.76 | |
Medtronic SHS (MDT) | 1.7 | $3.0M | 39k | 78.36 | |
Tegna (TGNA) | 1.6 | $2.9M | 197k | 14.57 | |
Medical Properties Trust (MPW) | 1.6 | $2.7M | 503k | 5.45 | |
Fidelity Covington Trust Msci Utils Index (FUTY) | 1.5 | $2.7M | 71k | 37.92 | |
Phillips 66 (PSX) | 1.5 | $2.7M | 22k | 120.15 | |
Ishares Tr Core Div Grwth (DGRO) | 1.3 | $2.3M | 46k | 49.53 | |
Ares Capital Corporation (ARCC) | 1.2 | $2.1M | 109k | 19.47 | |
Owl Rock Capital Corporation (OBDC) | 1.2 | $2.0M | 146k | 13.85 | |
NVIDIA Corporation (NVDA) | 1.0 | $1.7M | 3.9k | 435.03 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $1.6M | 6.1k | 265.98 | |
Albemarle Corporation (ALB) | 0.9 | $1.5M | 8.7k | 170.04 | |
Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.8 | $1.3M | 22k | 60.58 | |
Fidelity Covington Trust Stock For Infl (FCPI) | 0.7 | $1.1M | 36k | 32.10 | |
Costamare SHS (CMRE) | 0.6 | $1.1M | 115k | 9.62 | |
Raytheon Technologies Corp (RTX) | 0.6 | $1.0M | 15k | 71.97 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $890k | 3.6k | 249.36 | |
Mastercard Incorporated Cl A (MA) | 0.5 | $864k | 2.2k | 395.97 | |
Valero Energy Corporation (VLO) | 0.4 | $775k | 5.5k | 141.71 | |
General Dynamics Corporation (GD) | 0.4 | $759k | 3.4k | 220.98 | |
Verizon Communications (VZ) | 0.4 | $711k | 22k | 32.41 | |
J.B. Hunt Transport Services (JBHT) | 0.4 | $684k | 3.6k | 188.50 | |
Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.4 | $633k | 28k | 22.75 | |
Microsoft Corporation (MSFT) | 0.4 | $630k | 2.0k | 315.77 | |
Exxon Mobil Corporation (XOM) | 0.4 | $618k | 5.3k | 117.58 | |
Molina Healthcare (MOH) | 0.3 | $611k | 1.9k | 327.89 | |
Ishares Tr Tips Bd Etf (TIP) | 0.3 | $577k | 5.6k | 103.72 | |
Bwx Technologies (BWXT) | 0.3 | $534k | 7.1k | 74.98 | |
Proshares Tr Shrt Russell2000 (RWM) | 0.3 | $531k | 22k | 24.21 | |
ConAgra Foods (CAG) | 0.3 | $531k | 19k | 27.42 | |
Dollar General (DG) | 0.3 | $493k | 4.7k | 105.81 | |
Home Depot (HD) | 0.3 | $482k | 1.6k | 302.25 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $479k | 1.4k | 350.41 | |
Franco-Nevada Corporation (FNV) | 0.3 | $467k | 3.5k | 133.47 | |
Cme (CME) | 0.3 | $446k | 2.2k | 200.22 | |
Charles Schwab Corporation (SCHW) | 0.3 | $445k | 8.1k | 54.90 | |
Phillips Edison & Co Common Stock (PECO) | 0.2 | $436k | 13k | 33.54 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $432k | 3.3k | 130.86 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $424k | 2.7k | 155.41 | |
Ishares Gold Tr Ishares New (IAU) | 0.2 | $419k | 12k | 34.99 | |
CF Industries Holdings (CF) | 0.2 | $405k | 4.7k | 85.75 | |
Crown Castle Intl (CCI) | 0.2 | $391k | 4.2k | 92.03 | |
Perrigo SHS (PRGO) | 0.2 | $389k | 12k | 31.95 | |
Wal-Mart Stores (WMT) | 0.2 | $374k | 2.3k | 159.91 | |
Vermilion Energy (VET) | 0.2 | $326k | 22k | 14.62 | |
Eli Lilly & Co. (LLY) | 0.2 | $311k | 578.00 | 537.23 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $298k | 833.00 | 358.28 | |
Abbott Laboratories (ABT) | 0.2 | $295k | 3.0k | 96.85 | |
Pepsi (PEP) | 0.2 | $288k | 1.7k | 169.42 | |
Paypal Holdings (PYPL) | 0.2 | $285k | 4.9k | 58.46 | |
Chevron Corporation (CVX) | 0.2 | $275k | 1.6k | 168.62 | |
American Homes 4 Rent Cl A (AMH) | 0.2 | $267k | 7.9k | 33.69 | |
Digital Realty Trust (DLR) | 0.1 | $256k | 2.1k | 121.02 | |
Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.1 | $222k | 6.7k | 33.34 | |
Procter & Gamble Company (PG) | 0.1 | $209k | 1.4k | 145.87 | |
Proshares Tr Short Qqq New | 0.1 | $110k | 10k | 10.89 |