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

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
$44.2B
$6.36 Million 3.06% of portfolio
131,735
Q1 2025 Added 1.78%
$53.5B
$5.88 Million 2.83% of portfolio
99,722
Q1 2025 Added 2.75%
$106B
$5.7 Million 2.74% of portfolio
19,777
Q1 2025 Added 2.82%
$84.9B
$5.32 Million 2.56% of portfolio
3,715
Q1 2025 Added 0.6%
$453B
$4.75 Million 2.29% of portfolio
39,930
Q1 2025 Added 5.19%
$685B
$4.74 Million 2.28% of portfolio
9,023
Q1 2025 Added 2.94%
$1.9T
$4.69 Million 2.26% of portfolio
24,649
Q1 2025 Added 56.64%
$20.9B
$4.55 Million 2.19% of portfolio
130,270
Q1 2025 Added 2.63%
$905B
$4.48 Million 2.16% of portfolio
29,005
Q1 2025 Added 62.91%
$33.2B
$4.12 Million 1.99% of portfolio
17,674
Q1 2025 Added 2.16%
$147B
$3.86 Million 1.86% of portfolio
31,694
Q1 2025 Added 2.26%
$272B
$3.67 Million 1.77% of portfolio
21,960
Q1 2025 Added 2.08%
$488B
$3.2 Million 1.54% of portfolio
3,431
Q1 2025 Reduced 33.2%
$177B
$3.13 Million 1.51% of portfolio
16,107
Q1 2025 Added 2.95%
$59.5B
$3.05 Million 1.47% of portfolio
72,169
Q1 2025 Added 2.0%
$200B
$3.02 Million 1.45% of portfolio
11,229
Q1 2025 Added 2.24%
$146B
$2.95 Million 1.42% of portfolio
79,974
Q1 2025 Added 4.01%
$511B
$2.92 Million 1.41% of portfolio
5,326
Q1 2025 Added 1.97%
$718B
$2.49 Million 1.2% of portfolio
10,151
Q1 2025 Added 3.69%
$0
$2.45 Million 1.18% of portfolio
43,023
Q1 2025 New
$260B
$2.33 Million 1.12% of portfolio
26,578
Q1 2025 Added 1.44%
$23.7B
$1.89 Million 0.91% of portfolio
34,523
Q1 2025 Added 4.57%
$0
$765,000 0.37% of portfolio
11,703
Q1 2025 Reduced 10.99%
$191M
$717,000 0.35% of portfolio
256,237
Q1 2025 Added 2.54%
$1.12B
$499,000 0.24% of portfolio
71,119
Q1 2025 Added 4.9%
$0
$398,000 0.19% of portfolio
4,343
Q1 2025 Added 539.62%
$3.35T
$378,000 0.18% of portfolio
1,704
Q3 2020 Added 257.98%
$29.5B
$209,000 0.1% of portfolio
1,507
Q3 2021 Added 49.95%
$0
$126,000 0.06% of portfolio
1,535
Q1 2025 Reduced 6.86%
$0
$127,000 0.06% of portfolio
5,546
Q1 2025 Reduced 4.0%
$53.9B
$92,000 0.04% of portfolio
451
Q3 2017 New
$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%
$164B
$52,000 0.03% of portfolio
536
Q2 2023 Reduced 97.0%
$52.7B
$51,000 0.02% of portfolio
304
Q4 2024 Reduced 96.88%
$0
$18,000 0.01% of portfolio
272
Q1 2025 Added 53.67%
$2.43B
$12,000 0.01% of portfolio
322
Q1 2025 Reduced 99.25%
$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%
$150B
$31,000 0.01% of portfolio
100
Q3 2019 Reduced 23.66%

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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