Deane Retirement Strategies, Inc. Portfolio Holdings by Sector
Deane Retirement Strategies, Inc.
- $208 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
TLT IEF VTIP EDV VEU VGSH VONV IEFA 30 stocks |
$134,033
64.55% of portfolio
|
23
|
6
|
6
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$8,421
4.06% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM 1 stocks |
$6,360
3.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP MA 2 stocks |
$5,940
2.86% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$5,322
2.56% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$4,737
2.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$4,689
2.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$4,549
2.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL BIDU 2 stocks |
$4,480
2.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
VMC 1 stocks |
$4,123
1.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$3,860
1.86% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$3,251
1.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TXN 1 stocks |
$3,134
1.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$3,046
1.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA 1 stocks |
$2,951
1.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$2,490
1.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$2,333
1.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
TTD 1 stocks |
$1,889
0.91% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
BLDE 1 stocks |
$717
0.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Pollution & Treatment Controls | Industrials
PCT 1 stocks |
$499
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$378
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
RJF 1 stocks |
$209
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL 1 stocks |
$92
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
PANW NET 2 stocks |
$60
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
AMGN 1 stocks |
$31
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$20
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$15
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
VAL 1 stocks |
$12
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$6
0.0% 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
|