Deane Retirement Strategies, Inc. Top Holdings and 13F Report (2025) About Deane Retirement Strategies, Inc.Investment ActivityDeane Retirement Strategies, Inc. has $198.80 million in total holdings as of December 31, 2024.Deane Retirement Strategies, Inc. owns shares of 71 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 36.01% of the portfolio was purchased this quarter.About 39.19% of the portfolio was sold this quarter.This quarter, Deane Retirement Strategies, Inc. has purchased 73 new stocks and bought additional shares in 29 stocks.Deane Retirement Strategies, Inc. sold shares of 14 stocks and completely divested from 16 stocks this quarter.Largest Holdings iShares 20+ Year Treasury Bond ETF $20,714,501Vanguard Short-Term Inflation-Protected Securities ETF $12,396,634Vanguard Russell 1000 Growth ETF $10,721,094Vanguard Short-Term Treasury Index ETF $10,429,056Vanguard Russell 1000 Value $9,592,700 Largest New Holdings this Quarter iShares 20+ Year Treasury Bond ETF $20,714,501 HoldingiShares 7-10 Year Treasury Bond ETF $9,393,105 HoldingDOW $5,093,781 HoldingNewmont $4,817,496 HoldingHoneywell International $3,991,702 Holding Largest Purchases this Quarter iShares 20+ Year Treasury Bond ETF 237,198 shares (about $20.71M)iShares 7-10 Year Treasury Bond ETF 101,602 shares (about $9.39M)DOW 126,932 shares (about $5.09M)Newmont 129,433 shares (about $4.82M)Honeywell International 17,671 shares (about $3.99M) Largest Sales this Quarter Vanguard Short-Term Treasury Index ETF 93,993 shares (about $5.47M)Walmart 28,776 shares (about $2.60M)iShares 0-3 Month Treasury Bond ETF 25,761 shares (about $2.58M)Palo Alto Networks 9,451 shares (about $2.04M)LINDE PLC SHS 4,410 shares (about $1.85M) Sector Allocation Over TimeMap of 500 Largest Holdings ofDeane Retirement Strategies, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTLTiShares 20+ Year Treasury Bond ETF$20,714,501$20,714,501 ▲New Holding237,19810.4%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$12,396,634$204,429 ▲1.7%256,0236.2%ManufacturingVONGVanguard Russell 1000 Growth ETF$10,721,094$185,630 ▲1.8%103,7865.4%ETFVGSHVanguard Short-Term Treasury Index ETF$10,429,056$5,468,513 ▼-34.4%179,2555.2%ETFVONVVanguard Russell 1000 Value$9,592,700$186,956 ▲2.0%118,0644.8%ETFSGOViShares 0-3 Month Treasury Bond ETF$9,566,114$2,584,344 ▼-21.3%95,3564.8%ETFIEFiShares 7-10 Year Treasury Bond ETF$9,393,105$9,393,105 ▲New Holding101,6024.7%ETFISRGIntuitive Surgical$5,245,698$50,630 ▲1.0%10,0502.6%MedicalDOWDOW$5,093,781$5,093,781 ▲New Holding126,9322.6%Basic MaterialsNEMNewmont$4,817,496$4,817,496 ▲New Holding129,4332.4%Basic MaterialsIAUiShares Gold Trust$4,804,946$92,485 ▲2.0%97,0502.4%FinanceGLDSPDR Gold Shares$4,657,128$97,821 ▲2.1%19,2342.3%FinanceNFLXNetflix$4,577,820$28,522 ▲0.6%5,1362.3%Consumer DiscretionaryVMCVulcan Materials$4,450,382$2,749,303 ▲161.6%17,3012.2%ConstructionORLYO'Reilly Automotive$4,379,159$23,716 ▲0.5%3,6932.2%Retail/WholesaleJNJJohnson & Johnson$4,210,322$1,382,712 ▲48.9%29,1132.1%MedicalXOMExxon Mobil$4,083,447$93,048 ▲2.3%37,9612.1%Oils/EnergyHONHoneywell International$3,991,702$3,991,702 ▲New Holding17,6712.0%Multi-Sector ConglomeratesBRK.BBerkshire Hathaway$3,972,999$68,899 ▲1.8%8,7652.0%FinanceTTDTrade Desk$3,880,253$49,715 ▲1.3%33,0152.0%Computer and TechnologyTJXTJX Companies$3,744,264$52,432 ▲1.4%30,9931.9%Retail/WholesaleADBEAdobe$3,610,802$1,968,154 ▲119.8%8,1201.8%Computer and TechnologyAMZNAmazon.com$3,452,321$3,377,728 ▲4,528.2%15,7361.7%Retail/WholesaleMETAMeta Platforms$3,418,793$33,960 ▲1.0%5,8391.7%Computer and TechnologyUSBU.S. Bancorp$3,384,116$31,903 ▲1.0%70,7531.7%FinanceGOOGLAlphabet$3,370,297$3,370,297 ▲New Holding17,8041.7%Computer and TechnologyAXPAmerican Express$3,259,645$58,171 ▲1.8%10,9831.6%FinanceCVXChevron$3,115,943$32,734 ▲1.1%21,5131.6%Oils/EnergyARISTA NETWORKS INC COM SHS$2,978,576$2,978,576 ▲New Holding26,8371.5%StockTXNTexas Instruments$2,933,594$44,440 ▲1.5%15,6451.5%Computer and TechnologyCMCSAComcast$2,885,719$35,241 ▲1.2%76,8911.5%Consumer DiscretionaryMAMastercard$2,750,275$35,280 ▲1.3%5,2231.4%Business ServicesMUMicron Technology$2,704,482$2,704,482 ▲New Holding32,1351.4%Computer and TechnologyNETCloudflare$2,543,725$2,543,725 ▲New Holding23,6231.3%Computer and TechnologyWMTWalmart$2,367,170$2,599,912 ▼-52.3%26,2001.2%Retail/WholesaleJPMJPMorgan Chase & Co.$2,346,761$2,346,761 ▲New Holding9,7901.2%FinanceNKENIKE$1,914,754$1,914,754 ▲New Holding25,3041.0%Consumer DiscretionaryVALValaris$1,901,612$109,715 ▲6.1%42,9841.0%Oils/EnergyBLDEBlade Air Mobility$1,061,999$2,818 ▼-0.3%249,8820.5%Business ServicesLINDE PLC SHS$931,122$1,846,335 ▼-66.5%2,2240.5%StockSPLGSPDR Portfolio S&P 500 ETF$906,423$28,817 ▼-3.1%13,1480.5%ETFPURECYCLE TECHNOLOGIES INC COM$694,889$694,889 ▲New Holding67,7940.3%StockAAPLApple$426,7160.0%1,7040.2%Computer and TechnologyRJFRaymond James$234,0820.0%1,5070.1%FinanceSHYiShares 1-3 Year Treasury Bond ETF$135,103$1,640 ▼-1.2%1,6480.1%ManufacturingGOVTiShares U.S. Treasury Bond ETF$132,755$1,815 ▼-1.3%5,7770.1%ETFRCLRoyal Caribbean Cruises$104,0410.0%4510.1%Consumer DiscretionaryVOOVanguard S&P 500 ETF$94,831$68,429 ▼-41.9%1760.0%ETFIAUMiShares Gold Trust Micro$68,644$811 ▼-1.2%2,6230.0%Finance, Insurance, And Real EstatePANWPalo Alto Networks$65,706$2,042,722 ▼-96.9%3040.0%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$62,081$457 ▼-0.7%6790.0%ETFDISWalt Disney$59,6840.0%5360.0%Consumer DiscretionaryAMGNAmgen$26,0640.0%1000.0%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$21,2750.0%500.0%FinanceSBUXStarbucks$18,7980.0%2060.0%Retail/WholesaleCTASimplify Managed Futures Strategy ETF$11,6020.0%4160.0%ETFIDEViShares Core MSCI International Developed Markets ETF$11,411$580 ▲5.4%1770.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$11,256$11,256 ▲New Holding2030.0%ManufacturingDBMFiMGP DBi Managed Futures Strategy ETF$10,621$602 ▲6.0%4060.0%ETFPTLCPacer Trendpilot US Large Cap ETF$7,802$7,802 ▲New Holding1460.0%ETFTACKFairlead Tactical Sector ETF$7,767$2,571 ▼-24.9%2840.0%ETFISHARES BITCOIN TRUST ETF$5,782$1,288,166 ▼-99.6%1090.0%ETFQVALAlpha Architect U.S. Quantitative Value ETF$5,759$2,679 ▲87.0%1290.0%ETFIVALAlpha Architect International Quantitative Value ETF$5,741$2,762 ▲92.7%2390.0%ETFGLDMSPDR Gold MiniShares Trust$5,563$676 ▲13.8%1070.0%FinanceGMGeneral Motors$5,3270.0%1000.0%Auto/Tires/TrucksBIDUBaidu$4,2160.0%500.0%Computer and TechnologyGEGeneral Electric$2,3350.0%140.0%TransportationGE VERNOVA INC COM$6580.0%20.0%StockGEHCGE HealthCare Technologies$3130.0%40.0%MedicalWFCWells Fargo & Company$1400.0%20.0%FinanceSPTSSPDR Portfolio Short Term Treasury ETF$0$16,133,634 ▼-100.0%00.0%ETFVEUVanguard FTSE All-World ex-US ETF$0$11,680,792 ▼-100.0%00.0%ETFQQQMInvesco NASDAQ 100 ETF$0$9,547,844 ▼-100.0%00.0%ETFEOGEOG Resources$0$3,983,017 ▼-100.0%00.0%Oils/EnergyTDTTFlexShares iBoxx 3 Year Target Duration TIPS Index Fund$0$3,749,195 ▼-100.0%00.0%ETFSHWSherwin-Williams$0$3,554,906 ▼-100.0%00.0%Basic MaterialsUPSUnited Parcel Service$0$2,979,865 ▼-100.0%00.0%TransportationMSFTMicrosoft$0$2,833,324 ▼-100.0%00.0%Computer and TechnologyANETArista Networks$0$2,570,206 ▼-100.0%00.0%Computer and TechnologyFCXFreeport-McMoRan$0$2,356,699 ▼-100.0%00.0%Basic MaterialsVVisa$0$2,353,369 ▼-100.0%00.0%Business ServicesVUGVanguard Growth ETF$0$152,420 ▼-100.0%00.0%ETFSTIPiShares 0-5 Year TIPS Bond ETF$0$61,603 ▼-100.0%00.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$0$11,769 ▼-100.0%00.0%ETFMOATVanEck Morningstar Wide Moat ETF$0$3,199 ▼-100.0%00.0%ETFQMOMAlpha Architect U.S. Quantitative Momentum ETF$0$3,145 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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