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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$195M
$717,000 0.35% of portfolio
256,237
Q1 2025 Added 2.54%

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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