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

Summary

  • 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
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