Demars Financial Group, LLC
Demars Financial Group, LLC is an investment advisory firm headquartered in Spokane Valley, Washington. The firm provides investment management services, primarily for institutional clients. It files Form 13F with the SEC, indicating its role as an institutional investment manager. Demars Financial Group, LLC was founded in 2018 and has a small team of employees focusing on portfolio management and advisory services for its clients.
Investment Strategy
Demars Financial Group, LLC invests primarily in public equity securities, as evidenced by its 13F filings. The firm's investment philosophy emphasizes diversified exposure across multiple sectors and issuers, focusing on long-term capital appreciation. Portfolio construction typically involves a mix of large-cap and mid-cap equities, risk management practices, and ongoing rebalancing according to market conditions and client objectives.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPHQ | INVESCO EXCHANGE TRADED FD T | 15.66% | $40.8M | 572,147 | $71.26 | $71.26 | +$40.8M |
F FLOT | ISHARES TR | 14.97% | $39.0M | 764,071 | $50.87 | $51.02 | -$734.3M |
X XLG | INVESCO EXCHANGE TRADED FD T | 14.78% | $38.5M | 738,447 | $49.78 | $52.10 | -$571.6M |
O OEF | ISHARES TR | 11.63% | $30.3M | 99,504 | $288.63 | $304.35 | -$157.0M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.57% | $14.5M | 29,849 | $464.92 | $485.77 | +$13.1M |