Deane Retirement Strategies, Inc. has filed its 13F form on April 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $194 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $17.1M, Vanguard Sht Trm Inflt Prot Fd with a value of $12M, Ishares Tr Broad Usd High Yiel with a value of $9.48M, Ishares Msci Usa Value Factor with a value of $8.28M, and Ishares Trishares 0 3 Mnth Tre with a value of $8.1M.

Examining the 13F form we can see an increase of $13.3M in the current position value, from $181M to 194M.

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

Portfolio value $194 Million
ETFs: $104 Million
Technology: $22.8 Million
Energy: $15.9 Million
Consumer Cyclical: $12.4 Million
Financial Services: $11.3 Million
Communication Services: $8.33 Million
Healthcare: $7.96 Million
Basic Materials: $4.11 Million
Other: $7.07 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 75
  • Current Value $194 Million
  • Prior Value $181 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 08, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 29 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 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.


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