Demars Financial Group, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-18
Total Holdings: 72
Total Value: 3499916
Accession Number: 0001723115-25-000003
Form Type: 13F-HR
CIK: 0001723115
Manager Name: Demars Financial Group, LLC

Data Enrichment

76% identified

55 identified17 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

72 positions • $3,499.916K total value

72 positions

Manager:

SEC FilingSEC DataHachi Filing

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POWELL INDUSTRIES INC

POWL|739128106

344578

Value:

$2.0M

EXXON MOBIL CORP

XOM|30231G102

228626(+13.4%)

Value:

$1.9M(+2.6%)

Mastercard Inc

MA|57636Q104

1019988(+3.9%)

Value:

$1.9M(-0.1%)

HOME DEPOT, INC.

HD|437076102

677855(+25.3%)

Value:

$1.9M(+33.1%)

921908844

VIG|921908844

345244(-2.1%)

Value:

$1.8M(-1.2%)

PROCTER & GAMBLE Co

PG|742718109

288145(+25.4%)

Value:

$1.7M(+23.4%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

741453(+17.7%)

Value:

$1.4M(+0.1%)

Tesla, Inc.

TSLA|88160R101

239187

Value:

$923.0K

LOCKHEED MARTIN CORP

LMT|539830109

393445(-9.2%)

Value:

$881.0K(-1.1%)

ELI LILLY & Co

LLY|532457108

619518(+19.4%)

Value:

$750.0K(+11.6%)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

272456(-0.0%)

Value:

$581.0K(+9.0%)

Elevance Health, Inc.

ELV|036752103

206606

Value:

$475.0K

Instrument	Shares		Other Manager	Value
Powell Industries Inc(POWLcusip739128106)	344.6K	QoQ NEW(+344.6K) YoY NEW(+344.6K)	All Managers (Combined)	$2.0M	QoQ NEW(+$2) YoY NEW(+$2)
Exxon Mobil Corp(XOMcusip30231G102)	228.6K	QoQ +13.45% (+27.1K) YoY +12165.34% (-226.8K)	All Managers (Combined)	$1.9M	QoQ +2.61% (+$0) YoY -99.11% (-$215)
Mastercard Inc(MAcusip57636Q104)	1.0M	QoQ +3.92% (-38.5K) YoY +50950.45% (-1.0M)	All Managers (Combined)	$1.9M	QoQ -0.10% (-$0) YoY -99.80% (-$960)
Home Depot, Inc.(HDcusip437076102)	677.9K	QoQ +25.31% (+136.9K) YoY +40957.23% (-676.2K)	All Managers (Combined)	$1.9M	QoQ +33.09% (+$0) YoY -99.70% (-$631)
(VIGcusip921908844)	345.2K	QoQ -2.13% (-7.5K) YoY +18061.17% (-343.3K)	All Managers (Combined)	$1.8M	QoQ -1.16% (-$0) YoY -99.48% (-$345)
Procter & Gamble Co(PGcusip742718109)	288.1K	QoQ +25.38% (+58.3K) YoY +19148.16% (-286.6K)	All Managers (Combined)	$1.7M	QoQ +23.43% (+$0) YoY -99.30% (-$241)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	741.5K	QoQ +17.66% (+111.3K) YoY +53511.93% (-740.1K)	All Managers (Combined)	$1.4M	QoQ +0.14% (+$0) YoY -99.76% (-$580)
Tesla, Inc.(TSLAcusip88160R101)	239.2K	QoQ NEW(+239.2K) YoY NEW(+239.2K)	All Managers (Combined)	$923.0K	QoQ NEW(+$1) YoY NEW(+$1)
Lockheed Martin Corp(LMTcusip539830109)	393.4K	QoQ -9.20% (-39.9K) YoY +17503.80% (-391.2K)	All Managers (Combined)	$881.0K	QoQ -1.12% (-$0) YoY -99.91% (-$1.0K)
Eli Lilly & Co(LLYcusip532457108)	619.5K	QoQ +19.39% (+100.7K) YoY +81738.57% (-618.8K)	All Managers (Combined)	$750.0K	QoQ +11.60% (+$0) YoY -99.87% (-$588)
Invesco Qqq Trust, Series 1(QQQcusip46090E103)	272.5K	QoQ -0.01% (-44) YoY +48293.60% (-271.9K)	All Managers (Combined)	$581.0K	QoQ +9.00% (-$0) YoY -99.76% (-$249)
Elevance Health, Inc.(ELVcusip036752103)	206.6K	QoQ NEW(+206.6K) YoY NEW(+206.6K)	All Managers (Combined)	$475.0K	QoQ NEW(+$0) YoY NEW(+$0)