Deane Retirement Strategies, Inc. Portfolio Holdings by Sector
Deane Retirement Strategies, Inc.
- $189 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
BIL SGOV VTIP USHY IAU GDX GLD TDTT 26 stocks |
$77,634
41.06% of portfolio
|
  18  
|
  6  
|
  9  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
ADBE PANW MSFT 3 stocks |
$10,394
5.5% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY JNJ AMGN 3 stocks |
$7,464
3.95% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
AVGO TXN 2 stocks |
$7,192
3.8% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Credit Services | Financial Services
AXP MA V 3 stocks |
$7,003
3.7% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL BIDU 3 stocks |
$6,890
3.64% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
EOG RRC 2 stocks |
$6,627
3.5% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$4,826
2.55% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Computer Hardware | Technology
ANET 1 stocks |
$4,754
2.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$4,456
2.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$4,418
2.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$3,888
2.06% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$3,746
1.98% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
TXT 1 stocks |
$3,698
1.96% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$3,515
1.86% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$3,507
1.85% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$3,389
1.79% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM 1 stocks |
$3,220
1.7% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
TTD 1 stocks |
$3,198
1.69% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Equipment & Services | Energy
VAL 1 stocks |
$2,998
1.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$2,985
1.58% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$2,789
1.48% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CI 1 stocks |
$2,690
1.42% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$2,359
1.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Copper | Basic Materials
FCX 1 stocks |
$2,281
1.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Materials | Basic Materials
VMC 1 stocks |
$1,650
0.87% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Airports & Air Services | Industrials
BLDE 1 stocks |
$870
0.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$358
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
RJF 1 stocks |
$186
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
RCL 1 stocks |
$71
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$16
0.01% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
GM 1 stocks |
$4
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$2
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
WFC 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|