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Demars Financial Group, LLC Buys iShares TIPS Bond ETF, Medical Properties Trust Inc, Phillips ...

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·6 min read
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Investment company Demars Financial Group, LLC (Current Portfolio) buys iShares TIPS Bond ETF, Medical Properties Trust Inc, Phillips 66, Equity Lifestyle Properties Inc, AbbVie Inc, sells Vanguard Intermediate-Term Government Bond ETF, Digital Realty Trust Inc, Sprott Physical Gold and Silver Trust, Fidelity MSCI Utilities Index ETF, Cerner Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Demars Financial Group, LLC. As of 2021Q4, Demars Financial Group, LLC owns 88 stocks with a total value of $189 million. These are the details of the buys and sells.

  • New Purchases: CI, BRK.B, PG, BWA, CVX, NEE, CCI,

  • Added Positions: TIP, MPW, PSX, ELS, ABBV, VIG, IWF, BMY, AMZN, FDHY, FLTR, WPC, ENB, IYK, LMT, SOXX, FCOM, ARKF, FDIS, MA, MRK, BLCN, AAPL, AMH, ARCC, ABT, OGN, SCHD, ZBRA, QCOM, ORCC, IYJ, WMT, GOOGL, ICF, PYPL, V, IBM,

  • Reduced Positions: VGIT, DLR, CEF, FUTY, CERN, IMTB, SLQD, T, NVDA, XOM, FLOT, FHLC, AGZ, GD, QQQ, IJH, FREL, AGG, TW, IQV, FNV, EMR, ICE, BABA, CVS, AMAT, PEP, IRM, PLD, DG, MAIN, DGRO, LQD, LNT, WBA, UPS,

  • Sold Out: VCIT, TOTL, ALB,


For the details of Demars Financial Group, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/demars+financial+group%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Demars Financial Group, LLC

  1. iShares TIPS Bond ETF (TIP) - 163,445 shares, 11.17% of the total portfolio. Shares added by 32.01%

  2. Vanguard Dividend Appreciation FTF (VIG) - 68,087 shares, 6.19% of the total portfolio. Shares added by 4.08%

  3. iShares Russell 1000 Growth ETF (IWF) - 38,149 shares, 6.17% of the total portfolio. Shares added by 2.18%

  4. NVIDIA Corp (NVDA) - 22,976 shares, 3.58% of the total portfolio. Shares reduced by 1.97%

  5. The Home Depot Inc (HD) - 12,280 shares, 2.70% of the total portfolio. Shares added by 0.96%

New Purchase: Cigna Corp (CI)

Demars Financial Group, LLC initiated holding in Cigna Corp. The purchase prices were between $191.9 and $231.65, with an estimated average price of $212.85. The stock is now traded at around $225.910000. The impact to a portfolio due to this purchase was 0.42%. The holding were 3,439 shares as of 2021-12-31.

New Purchase: Berkshire Hathaway Inc (BRK.B)

Demars Financial Group, LLC initiated holding in Berkshire Hathaway Inc. The purchase prices were between $273.64 and $300.17, with an estimated average price of $286.71. The stock is now traded at around $313.960000. The impact to a portfolio due to this purchase was 0.16%. The holding were 1,000 shares as of 2021-12-31.

New Purchase: Procter & Gamble Co (PG)

Demars Financial Group, LLC initiated holding in Procter & Gamble Co. The purchase prices were between $138.79 and $164.19, with an estimated average price of $148.79. The stock is now traded at around $159.740000. The impact to a portfolio due to this purchase was 0.13%. The holding were 1,506 shares as of 2021-12-31.

New Purchase: BorgWarner Inc (BWA)

Demars Financial Group, LLC initiated holding in BorgWarner Inc. The purchase prices were between $41.96 and $48.55, with an estimated average price of $45.64. The stock is now traded at around $44.710000. The impact to a portfolio due to this purchase was 0.12%. The holding were 5,016 shares as of 2021-12-31.

New Purchase: NextEra Energy Inc (NEE)

Demars Financial Group, LLC initiated holding in NextEra Energy Inc. The purchase prices were between $77.83 and $93.36, with an estimated average price of $86.61. The stock is now traded at around $77.230000. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,478 shares as of 2021-12-31.

New Purchase: Chevron Corp (CVX)

Demars Financial Group, LLC initiated holding in Chevron Corp. The purchase prices were between $104.72 and $118.79, with an estimated average price of $113.83. The stock is now traded at around $134.790000. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,923 shares as of 2021-12-31.

Added: iShares TIPS Bond ETF (TIP)

Demars Financial Group, LLC added to a holding in iShares TIPS Bond ETF by 32.01%. The purchase prices were between $126.62 and $129.87, with an estimated average price of $128.15. The stock is now traded at around $125.280000. The impact to a portfolio due to this purchase was 2.71%. The holding were 163,445 shares as of 2021-12-31.

Added: Medical Properties Trust Inc (MPW)

Demars Financial Group, LLC added to a holding in Medical Properties Trust Inc by 188.80%. The purchase prices were between $19.72 and $23.63, with an estimated average price of $21.47. The stock is now traded at around $22.790000. The impact to a portfolio due to this purchase was 1.09%. The holding were 132,911 shares as of 2021-12-31.

Added: Phillips 66 (PSX)

Demars Financial Group, LLC added to a holding in Phillips 66 by 380.01%. The purchase prices were between $68.67 and $83.73, with an estimated average price of $75.55. The stock is now traded at around $87.660000. The impact to a portfolio due to this purchase was 0.95%. The holding were 31,220 shares as of 2021-12-31.

Added: Equity Lifestyle Properties Inc (ELS)

Demars Financial Group, LLC added to a holding in Equity Lifestyle Properties Inc by 570.79%. The purchase prices were between $78.67 and $87.66, with an estimated average price of $84.28. The stock is now traded at around $78.230000. The impact to a portfolio due to this purchase was 0.9%. The holding were 22,760 shares as of 2021-12-31.

Added: AbbVie Inc (ABBV)

Demars Financial Group, LLC added to a holding in AbbVie Inc by 204.74%. The purchase prices were between $107.43 and $135.93, with an estimated average price of $118.5. The stock is now traded at around $137.000000. The impact to a portfolio due to this purchase was 0.48%. The holding were 10,096 shares as of 2021-12-31.

Sold Out: Vanguard Intermediate-Term Corporate Bond ETF (VCIT)

Demars Financial Group, LLC sold out a holding in Vanguard Intermediate-Term Corporate Bond ETF. The sale prices were between $91.63 and $93.58, with an estimated average price of $92.71.

Sold Out: SPDR DoubleLine Total Return Tactical ETF (TOTL)

Demars Financial Group, LLC sold out a holding in SPDR DoubleLine Total Return Tactical ETF. The sale prices were between $47.09 and $47.78, with an estimated average price of $47.42.

Sold Out: Albemarle Corp (ALB)

Demars Financial Group, LLC sold out a holding in Albemarle Corp. The sale prices were between $214.16 and $283.8, with an estimated average price of $247.99.



Here is the complete portfolio of Demars Financial Group, LLC. Also check out:

1. Demars Financial Group, LLC's Undervalued Stocks

2. Demars Financial Group, LLC's Top Growth Companies, and

3. Demars Financial Group, LLC's High Yield stocks

4. Stocks that Demars Financial Group, LLC keeps buyingThis article first appeared on GuruFocus.