Demars Financial Group as of Sept. 30, 2024
Portfolio Holdings for Demars Financial Group
Demars Financial Group holds 67 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Ishares Tr S&p 100 Etf (OEF) | 22.6 | $50M | 179k | 276.76 | |
Ishares Tr Fltg Rate Nt Etf (FLOT) | 17.3 | $38M | 743k | 51.04 | |
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 10.2 | $22M | 471k | 47.53 | |
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 7.4 | $16M | 306k | 52.86 | |
Select Sector Spdr Tr Energy (XLE) | 4.5 | $9.8M | 112k | 87.80 | |
Apple (AAPL) | 4.4 | $9.7M | 41k | 233.00 | |
Ishares Tr 10-20 Yr Trs Etf (TLH) | 3.3 | $7.2M | 66k | 109.33 | |
Ishares Tr Hdg Msci Eafe (HEFA) | 2.9 | $6.3M | 178k | 35.42 | |
Chubb (CB) | 2.6 | $5.8M | 20k | 288.39 | |
Vaneck Etf Trust Ig Floating Rate (FLTR) | 2.6 | $5.7M | 224k | 25.47 | |
Bwx Technologies (BWXT) | 2.4 | $5.2M | 48k | 108.70 | |
NVIDIA Corporation (NVDA) | 2.3 | $5.1M | 42k | 121.44 | |
Marathon Petroleum Corp (MPC) | 1.9 | $4.1M | 25k | 162.91 | |
Sprott Physical Gold & Silve Tr Unit (CEF) | 1.0 | $2.3M | 94k | 24.49 | |
Ea Series Trust Strive 1000 Grwt (STXG) | 1.0 | $2.1M | 51k | 41.57 | |
Amazon (AMZN) | 0.7 | $1.6M | 8.4k | 186.34 | |
First Solar (FSLR) | 0.5 | $1.0M | 4.1k | 249.44 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $1.0M | 17k | 62.32 | |
Pepsi (PEP) | 0.4 | $973k | 5.7k | 170.05 | |
Mastercard Incorporated Cl A (MA) | 0.4 | $959k | 1.9k | 493.77 | |
Medtronic SHS (MDT) | 0.4 | $863k | 9.6k | 90.03 | |
Enbridge (ENB) | 0.4 | $861k | 21k | 40.61 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $861k | 10k | 84.53 | |
Merck & Co (MRK) | 0.4 | $841k | 7.4k | 113.55 | |
Microsoft Corporation (MSFT) | 0.4 | $811k | 1.9k | 430.27 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.4 | $795k | 2.1k | 375.45 | |
Nexstar Media Group Common Stock (NXST) | 0.4 | $794k | 4.8k | 165.35 | |
Verizon Communications (VZ) | 0.3 | $734k | 16k | 44.91 | |
Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.3 | $690k | 9.5k | 72.80 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $640k | 1.4k | 460.32 | |
EOG Resources (EOG) | 0.3 | $631k | 5.1k | 122.93 | |
Humana (HUM) | 0.3 | $618k | 2.0k | 316.74 | |
J.B. Hunt Transport Services (JBHT) | 0.3 | $616k | 3.6k | 172.32 | |
Wp Carey (WPC) | 0.3 | $616k | 9.9k | 62.30 | |
Charles Schwab Corporation (SCHW) | 0.3 | $616k | 9.5k | 64.81 | |
Eli Lilly & Co. (LLY) | 0.3 | $595k | 672.00 | 886.08 | |
Fidelity Covington Trust Msci Utils Index (FUTY) | 0.3 | $594k | 12k | 51.82 | |
Ea Series Trust Strive Us Semico (SHOC) | 0.3 | $594k | 13k | 46.81 | |
Alexandria Real Estate Equities (ARE) | 0.3 | $591k | 5.0k | 118.75 | |
Home Depot (HD) | 0.3 | $568k | 1.4k | 405.08 | |
Entergy Corporation (ETR) | 0.3 | $567k | 4.3k | 131.61 | |
Wisdomtree Tr Cybersecurity Fd (WCBR) | 0.3 | $565k | 22k | 25.44 | |
Phillips 66 (PSX) | 0.3 | $559k | 4.3k | 131.45 | |
Lockheed Martin Corporation (LMT) | 0.2 | $538k | 920.00 | 584.41 | |
Fidelity Covington Trust Enhanced Mid (FMDE) | 0.2 | $536k | 17k | 32.16 | |
Paypal Holdings (PYPL) | 0.2 | $528k | 6.8k | 78.03 | |
Rexford Industrial Realty Inc reit (REXR) | 0.2 | $509k | 10k | 50.31 | |
Cme (CME) | 0.2 | $471k | 2.1k | 220.67 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $468k | 2.8k | 165.85 | |
Ishares Tr Core Div Grwth (DGRO) | 0.2 | $453k | 7.2k | 62.69 | |
D.R. Horton (DHI) | 0.2 | $419k | 2.2k | 190.73 | |
Owl Rock Capital Corporation (OBDC) | 0.2 | $413k | 28k | 14.57 | |
Baxter International (BAX) | 0.2 | $409k | 11k | 37.97 | |
Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.2 | $392k | 13k | 29.48 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $371k | 1.9k | 198.11 | |
Kroger (KR) | 0.2 | $369k | 6.4k | 57.30 | |
Iqvia Holdings (IQV) | 0.1 | $327k | 1.4k | 236.97 | |
Intercontinental Exchange (ICE) | 0.1 | $316k | 2.0k | 160.61 | |
Crown Castle Intl (CCI) | 0.1 | $300k | 2.5k | 118.63 | |
Abbott Laboratories (ABT) | 0.1 | $292k | 2.6k | 114.00 | |
Wal-Mart Stores (WMT) | 0.1 | $283k | 3.5k | 80.75 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $272k | 558.00 | 488.10 | |
Chevron Corporation (CVX) | 0.1 | $240k | 1.6k | 147.27 | |
Procter & Gamble Company (PG) | 0.1 | $237k | 1.4k | 173.17 | |
Exxon Mobil Corporation (XOM) | 0.1 | $220k | 1.9k | 117.24 | |
Fidelity Covington Trust Consmr Staples (FSTA) | 0.1 | $215k | 4.2k | 51.06 | |
Medical Properties Trust (MPW) | 0.1 | $159k | 27k | 5.85 |