$103 Million is the total value of Deane Retirement Strategies, Inc.'s 49 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SH | New | PROSHARES SHORT S&P 500 | $5,072,000 | – | 225,326 | +100.0% | 4.95% | – |
| SE | New | SPECTRA ENERGY CORP COM | $3,236,000 | – | 123,174 | +100.0% | 3.16% | – |
| PFE | New | PFIZER INC COM | $1,515,000 | – | 48,234 | +100.0% | 1.48% | – |
| CVS | New | CVS HEALTH CORP COM | $1,432,000 | – | 14,847 | +100.0% | 1.40% | – |
| PPL | New | PPL CORP COM | $1,415,000 | – | 43,010 | +100.0% | 1.38% | – |
| TJX | New | TJX COS INC NEW COM | $1,276,000 | – | 17,873 | +100.0% | 1.24% | – |
| NSC | New | NORFOLK SOUTHERN CORP COM | $1,271,000 | – | 16,632 | +100.0% | 1.24% | – |
| UTX | New | UNITED TECHNOLOGIES CORP COM | $1,238,000 | – | 13,909 | +100.0% | 1.21% | – |
| BFB | New | BROWN FORMAN CORP CL B | $1,235,000 | – | 12,750 | +100.0% | 1.20% | – |
| EMR | New | EMERSON ELEC CO COM | $1,231,000 | – | 27,877 | +100.0% | 1.20% | – |
| DD | New | DU PONT E I DE NEMOURS & CO COM | $1,214,000 | – | 25,178 | +100.0% | 1.18% | – |
| NOV | New | NATIONAL OILWELL VARCO INC | $1,174,000 | – | 31,189 | +100.0% | 1.14% | – |
| USB | New | US BANCORP DEL COM NEW | $1,153,000 | – | 28,105 | +100.0% | 1.12% | – |
| BA | New | BOEING CO COM | $1,142,000 | – | 8,722 | +100.0% | 1.11% | – |
| AMZN | New | AMAZON COM INC COM | $3,000 | – | 5 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-08-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP COM | 39 | Q2 2024 | 10.4% |
| DISNEY WALT CO COM DISNEY | 39 | Q2 2024 | 2.9% |
| APPLE INC COM | 39 | Q2 2024 | 2.7% |
| CHEVRON CORP NEW COM | 39 | Q2 2024 | 2.3% |
| AMGEN INC COM | 39 | Q2 2024 | 2.8% |
| STARBUCKS CORP COM | 39 | Q2 2024 | 2.2% |
| NETFLIX INC COM | 39 | Q2 2024 | 1.8% |
| RAYMOND JAMES FINL INC | 39 | Q2 2024 | 1.2% |
| BAIDU INC SPON ADR REP A | 39 | Q2 2024 | 3.1% |
| GENERAL MTRS CO COM | 39 | Q2 2024 | 2.0% |
View Deane Retirement Strategies, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-29 |
| 13F-HR | 2024-07-09 |
| 13F-HR/A | 2024-04-23 |
| 13F-HR/A | 2024-04-23 |
| 13F-HR/A | 2024-04-23 |
| 13F-HR/A | 2024-04-23 |
| 13F-HR | 2024-04-09 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-25 |
| 13F-HR | 2023-07-07 |
View Deane Retirement Strategies, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.