Deane Retirement Strategies, Inc. Portfolio Holdings

Deane Retirement Strategies, Inc.

  • $208 Million
  • Q1 2025

Deane Retirement Strategies, Inc. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $208 Million distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 20+ Year Trea with a value of $22M, Ishares Barclays with a value of $15M, Vanguard Sht Trm Inflt Prot Fd with a value of $13.2M, Vanguard Extended Duration Tre with a value of $12.5M, and Vanguard Ftse All World Ex Us with a value of $11.3M.

Examining the 13F form we can see an increase of $12.7M in the current position value, from $195M to 208M.

Below you can find more details about Deane Retirement Strategies, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $208 Million
ETFs: $134 Million
Financial Services: $16.4 Million
Basic Materials: $15 Million
Consumer Cyclical: $14 Million
Communication Services: $10.7 Million
Energy: $8.43 Million
Technology: $5.46 Million
Consumer Defensive: $2.33 Million
Other: $1.26 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$22 Million 10.6% of portfolio
244,245
Q1 2025 Added 2.97%
$0
$15 Million 7.23% of portfolio
157,879
Q1 2025 Added 55.39%
$0
$13.2 Million 6.34% of portfolio
264,132
Q1 2025 Added 3.17%
$0
$12.5 Million 6.01% of portfolio
178,253
Q1 2025 New
$0
$11.3 Million 5.44% of portfolio
184,958
Q1 2025 New
$0
$10.8 Million 5.21% of portfolio
184,433
Q1 2025 Added 2.89%
$0
$10.1 Million 4.89% of portfolio
124,102
Q1 2025 Added 5.11%
$0
$10 Million 4.83% of portfolio
131,256
Q1 2025 New
$0
$8.69 Million 4.19% of portfolio
111,481
Q1 2025 New
$51.4B
$5.88 Million 2.83% of portfolio
99,722
Q1 2025 Added 2.75%
$102B
$5.7 Million 2.74% of portfolio
19,777
Q1 2025 Added 2.82%
$0
$4.64 Million 2.23% of portfolio
46,065
Q1 2025 Reduced 51.69%
$0
$2.45 Million 1.18% of portfolio
43,023
Q1 2025 New
$0
$765,000 0.37% of portfolio
11,703
Q1 2025 Reduced 10.99%
$0
$398,000 0.19% of portfolio
4,343
Q1 2025 Added 539.62%
$0
$126,000 0.06% of portfolio
1,535
Q1 2025 Reduced 6.86%
$1.94B
$84,000 0.04% of portfolio
2,754
Q1 2025 Added 4.99%
$0
$53,000 0.03% of portfolio
104
Q1 2025 Reduced 40.91%
$0
$18,000 0.01% of portfolio
272
Q1 2025 Added 53.67%
$0
$12,000 0.01% of portfolio
457
Q1 2025 Added 60.92%
$0
$16,000 0.01% of portfolio
174
Q1 2025 Reduced 99.83%
$0
$20,000 0.01% of portfolio
50
Q4 2019 Reduced 58.33%
$0
$11,000 0.01% of portfolio
229
Q1 2025 Added 56.85%
$0
$17,000 0.01% of portfolio
696
Q1 2025 Added 71.43%
$0
$18,000 0.01% of portfolio
343
Q1 2025 New
$0
$18,000 0.01% of portfolio
640
Q1 2025 Added 53.85%
$0
$8,000 0.0% of portfolio
194
Q1 2025 Added 50.39%
$0
$9,000 0.0% of portfolio
368
Q1 2025 Added 53.97%
$9.39B
$10,000 0.0% of portfolio
164
Q1 2025 Added 53.27%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $208 Million
  • Prior Value $195 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
Track This Portfolio

Track Deane Retirement Strategies, Inc. Portfolio

Follow Deane Retirement Strategies, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Deane Retirement Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Deane Retirement Strategies, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email