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
$54B
$5.88 Million 2.83% of portfolio
99,722
Q1 2025 Added 2.75%
$107B
$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%
$2.03B
$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%
$9.82B
$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
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