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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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