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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$315M
$736,000 0.37% of portfolio
250,545
Q3 2024 Added 0.22%

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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