Deane Retirement Strategies, Inc. Portfolio Holdings

Deane Retirement Strategies, Inc.

  • $195 Million
  • Q4 2024

Deane Retirement Strategies, Inc. has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $195 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 $20.7M, Vanguard Sht Trm Inflt Prot Fd with a value of $12.4M, Vanguard Russell 1000 Growth E with a value of $10.7M, Vanguard with a value of $10.4M, and Vanguard Russell 1000 Value Et with a value of $9.59M.

Examining the 13F form we can see an decrease of $5.91M in the current position value, from $201M to 195M.

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

Portfolio value $195 Million
ETFs: $93.8 Million
Technology: $16.3 Million
Financial Services: $15.9 Million
Basic Materials: $14.4 Million
Communication Services: $14.3 Million
Consumer Cyclical: $13.6 Million
Healthcare: $9.48 Million
Energy: $9.1 Million
Other: $8.12 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$202B
$5.25 Million 2.69% of portfolio
10,050
Q4 2024 Added 0.97%
$27.5B
$5.09 Million 2.61% of portfolio
126,932
Q4 2024 New
$33.9B
$4.82 Million 2.47% of portfolio
129,433
Q4 2024 New
$435B
$4.58 Million 2.35% of portfolio
5,136
Q4 2024 Added 0.63%
$36.4B
$4.45 Million 2.28% of portfolio
17,301
Q4 2024 Added 161.62%
$81.3B
$4.38 Million 2.25% of portfolio
3,693
Q4 2024 Added 0.54%
$398B
$4.21 Million 2.16% of portfolio
29,113
Q4 2024 Added 48.9%
$445B
$4.08 Million 2.09% of portfolio
37,961
Q4 2024 Added 2.33%
$150B
$3.99 Million 2.05% of portfolio
17,671
Q4 2024 New
$615B
$3.97 Million 2.04% of portfolio
8,765
Q4 2024 Added 1.76%
$52.7B
$3.88 Million 1.99% of portfolio
33,015
Q4 2024 Added 1.3%
$145B
$3.74 Million 1.92% of portfolio
30,993
Q4 2024 Added 1.42%
$203B
$3.61 Million 1.85% of portfolio
8,120
Q4 2024 Added 119.82%
$2.42T
$3.45 Million 1.77% of portfolio
15,736
Q4 2024 Added 4,528.24%
$1.54T
$3.44 Million 1.77% of portfolio
5,839
Q4 2024 Added 1.0%
$71B
$3.38 Million 1.74% of portfolio
70,753
Q4 2024 Added 0.95%
$237B
$3.26 Million 1.67% of portfolio
10,983
Q4 2024 Added 1.82%
$292B
$3.12 Million 1.6% of portfolio
21,513
Q4 2024 Added 1.06%
$177B
$3.04 Million 1.56% of portfolio
15,645
Q4 2024 Added 1.54%
$148B
$2.89 Million 1.48% of portfolio
76,891
Q4 2024 Added 1.24%
$530B
$2.75 Million 1.41% of portfolio
5,223
Q4 2024 Added 1.3%
$99.2B
$2.7 Million 1.39% of portfolio
32,135
Q4 2024 New
$39.2B
$2.54 Million 1.3% of portfolio
23,623
Q4 2024 New
$266B
$2.37 Million 1.21% of portfolio
26,200
Q4 2024 Reduced 52.34%
$784B
$2.35 Million 1.2% of portfolio
9,790
Q4 2024 New
$96.9B
$1.91 Million 0.98% of portfolio
25,304
Q4 2024 New
$3.6B
$1.9 Million 0.97% of portfolio
42,984
Q4 2024 Added 6.12%
$275M
$1.06 Million 0.54% of portfolio
249,882
Q4 2024 Reduced 0.26%
$1.52B
$694,000 0.36% of portfolio
67,794
Q4 2024 New
$3.79T
$426,000 0.22% of portfolio
1,704
Q3 2020 Added 257.98%
$36.2B
$234,000 0.12% of portfolio
1,507
Q3 2021 Added 49.95%
$68B
$104,000 0.05% of portfolio
451
Q3 2017 New
$206B
$59,000 0.03% of portfolio
536
Q2 2023 Reduced 97.0%
$55.2B
$55,000 0.03% of portfolio
304
Q4 2024 Reduced 96.88%
$125B
$18,000 0.01% of portfolio
206
Q2 2024 Reduced 99.29%
$153B
$26,000 0.01% of portfolio
100
Q3 2019 Reduced 23.66%
$70.3B
$5,000 0.0% of portfolio
100
Q3 2017 New
$222B
$2,000 0.0% of portfolio
14
Q3 2021 New
$31.3B
$4,000 0.0% of portfolio
50
Q3 2017 New
$299B
$0 0.0% of portfolio
2
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $195 Million
  • Prior Value $201 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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