Deane Retirement Strategies, Inc. Portfolio Holdings

Deane Retirement Strategies, Inc.

  • $201 Million
  • Q3 2024

Deane Retirement Strategies, Inc. has filed its 13F form on October 03, 2024 for Q3 2024 where it was disclosed a total value porftolio of $201 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Short Term Trea with a value of $16.1M, Vanguard with a value of $16.1M, Vanguard Sht Trm Inflt Prot Fd with a value of $12.4M, Ishares Trishares 0 3 Mnth Tre with a value of $12.2M, and Vanguard Ftse All World Ex Us with a value of $11.7M.

Examining the 13F form we can see an increase of $11.8M in the current position value, from $189M to 201M.

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

Portfolio value $201 Million
ETFs: $112 Million
Technology: $17.6 Million
Financial Services: $15.2 Million
Energy: $13.7 Million
Communication Services: $10.2 Million
Healthcare: $8.09 Million
Consumer Cyclical: $7.99 Million
Basic Materials: $7.56 Million
Other: $8.16 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.1 Million 8.03% of portfolio
548,553
Q3 2024 New
$0
$16.1 Million 8.03% of portfolio
273,248
Q3 2024 New
$0
$12.4 Million 6.18% of portfolio
251,801
Q3 2024 Reduced 0.04%
$0
$12.2 Million 6.07% of portfolio
121,117
Q3 2024 Reduced 13.21%
$0
$11.7 Million 5.81% of portfolio
185,357
Q3 2024 New
$0
$9.84 Million 4.9% of portfolio
101,989
Q3 2024 Added 32,588.78%
$0
$9.65 Million 4.8% of portfolio
115,763
Q3 2024 Added 33,848.09%
$0
$9.55 Million 4.75% of portfolio
47,543
Q3 2024 New
$42B
$4.73 Million 2.35% of portfolio
95,182
Q3 2024 Reduced 0.55%
$83.5B
$4.58 Million 2.28% of portfolio
18,830
Q3 2024 Reduced 0.69%
$0
$3.75 Million 1.87% of portfolio
155,883
Q3 2024 Reduced 0.28%
$0
$915,000 0.46% of portfolio
13,566
Q3 2024 Reduced 2.43%
$0
$159,000 0.08% of portfolio
303
Q3 2024 Reduced 5.61%
$0
$152,000 0.08% of portfolio
397
Q3 2024 New
$0
$137,000 0.07% of portfolio
5,856
Q3 2024 Added 1.1%
$0
$138,000 0.07% of portfolio
1,668
Q3 2024 Added 0.97%
$0
$62,000 0.03% of portfolio
684
Q3 2024 Reduced 99.63%
$1.58B
$69,000 0.03% of portfolio
2,654
Q3 2024 Added 22.36%
$0
$21,000 0.01% of portfolio
50
Q4 2019 Reduced 58.33%
$0
$11,000 0.01% of portfolio
168
Q3 2024 Added 5.66%
$0
$3,000 0.0% of portfolio
69
Q3 2024 New
$0
$3,000 0.0% of portfolio
49
Q3 2024 New
$0
$3,000 0.0% of portfolio
124
Q3 2024 New
$0
$2,000 0.0% of portfolio
33
Q3 2024 New
$0
$10,000 0.0% of portfolio
378
Q3 2024 New
$0
$10,000 0.0% of portfolio
205
Q3 2024 New
$0
$10,000 0.0% of portfolio
416
Q3 2024 Reduced 45.19%
$7.63B
$4,000 0.0% of portfolio
94
Q2 2024 New
$0
$10,000 0.0% of portfolio
383
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $201 Million
  • Prior Value $189 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 03, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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