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| Happy Holidays!! thanks for using AUM13F!! |
| Demars Financial Group LLC
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| CRD # | 116257 |
| SEC # | 801-112885 |
| CIK # | 0001723115 |
| AUM | $291.3 M (2025-06-28) |
| Employees | 3 (100% Investors, 100% Brokers) |
| Phone | 509-536-9556 |
| Address | 420 N Evergreen Spokane Valley, WA 99216 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001723115 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.4 | ||
| Babcock & Wilcox Co | 5.1 | ||
| Apple Inc | 5.1 | ||
| Marathon Petroleum Corp | 4.8 | ||
| Sprott Physical Gold & Silver Trust | 2.7 | ||
| Amazon Com Inc | 2.3 | ||
| Ace Ltd | 1.7 | ||
| Microsoft Corp | 1.6 | ||
| Chevron Corp | 1.2 | ||
| Carey W P & Co LLC | 1.1 | ||
| Mastercard Inc | 1.1 | ||
| First Solar Inc | 1.1 | ||
| Alphabet Inc | 1.0 | ||
| PepsiCo Inc | 0.9 | ||
| Bristol Myers Squibb Co | 0.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 350 | 116.7 |
| (b) Individuals (high net worth individuals) | 93 | 165.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 18 | 8.9 |
| Total | 461 | 291.3 |
| By Discretionary | ||
| Discretionary | 443 | 282.4 |
| Non-Discretionary | 18 | 8.9 |
| Total | 461 | 291.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 291.3 | |
| Total | 461 | 291.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001723115] |
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