Deane Retirement Strategies, Inc. Portfolio Holdings

Deane Retirement Strategies, Inc.

  • $222 Million
  • Q2 2025

Deane Retirement Strategies, Inc. has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $222 Million distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Sht Trm Inflt Prot Fd with a value of $19.4M, Ishares Trishares 0 3 Mnth Tre with a value of $14.5M, Ishares Barclays 0 5 Year Tips with a value of $12.4M, Vanguard Ftse Developed Market with a value of $11.9M, and Pacer Fds Tr Trendpilot Us Lar with a value of $11.4M.

Examining the 13F form we can see an increase of $13.9M in the current position value, from $208M to 222M.

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

Portfolio value $222 Million
ETFs: $134 Million
Financial Services: $15.3 Million
Consumer Cyclical: $14.8 Million
Communication Services: $12.8 Million
Basic Materials: $10.5 Million
Consumer Defensive: $10.4 Million
Energy: $8.17 Million
Technology: $5.64 Million
Other: $9.98 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$227B
$5.63 Million 2.54% of portfolio
14,498
Q2 2025 New
$2.37T
$5.49 Million 2.48% of portfolio
25,044
Q2 2025 Added 1.6%
$1.14T
$5.2 Million 2.35% of portfolio
29,512
Q2 2025 Added 1.75%
$525B
$4.61 Million 2.08% of portfolio
3,440
Q2 2025 Added 0.26%
$622B
$4.52 Million 2.04% of portfolio
9,307
Q2 2025 Added 3.15%
$462B
$4.44 Million 2.0% of portfolio
41,169
Q2 2025 Added 3.1%
$537B
$3.99 Million 1.8% of portfolio
7,096
Q2 2025 Added 33.23%
$305B
$3.73 Million 1.68% of portfolio
26,040
Q2 2025 Added 18.58%
$230B
$3.61 Million 1.63% of portfolio
11,316
Q2 2025 Added 0.77%
$870B
$3 Million 1.35% of portfolio
10,346
Q2 2025 Added 1.92%
$262B
$2.64 Million 1.19% of portfolio
26,995
Q2 2025 Added 1.57%
$3.44T
$349,000 0.16% of portfolio
1,704
Q3 2020 Added 257.98%
$222B
$66,000 0.03% of portfolio
536
Q2 2023 Reduced 97.0%
$293B
$3,000 0.0% of portfolio
14
Q3 2021 New

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $222 Million
  • Prior Value $208 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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