$110 Million is the total value of Deane Retirement Strategies, Inc.'s 57 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOVT | New | ISHARES U.S. TREASURY BOND ETF | $26,044,000 | – | 1,056,584 | +100.0% | 11.84% | – |
| TLT | New | ISHARES 20 YR TREASURY ETF | $20,928,000 | – | 172,234 | +100.0% | 9.51% | – |
| VGIT | New | VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF | $13,638,000 | – | 214,862 | +100.0% | 6.20% | – |
| GDX | New | MARKET VECTORS GOLD MINERS INDEX ETF | $7,632,000 | – | 361,858 | +100.0% | 3.47% | – |
| VZ | New | VERIZON COMMUNICATIONS | $6,456,000 | – | 114,822 | +100.0% | 2.94% | – |
| SO | New | SOUTHERN CO COM | $6,258,000 | – | 142,496 | +100.0% | 2.84% | – |
| COG | New | CABOT OIL & GAS CORP COM | $5,000,000 | – | 223,672 | +100.0% | 2.27% | – |
| DE | New | DEERE & CO COM | $3,832,000 | – | 25,690 | +100.0% | 1.74% | – |
| ORLY | New | O REILLY AUTOMOTIVE INC NEW COM | $3,754,000 | – | 10,902 | +100.0% | 1.71% | – |
| CL | New | COLGATE PALMOLIVE CO COM | $3,572,000 | – | 60,020 | +100.0% | 1.62% | – |
| SIL | New | GLOBAL X SILVER MINERS ETF | $2,578,000 | – | 103,028 | +100.0% | 1.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EXXON MOBIL CORP COM | 36 | Q3 2023 | 10.4% |
| DISNEY WALT CO COM DISNEY | 36 | Q3 2023 | 2.9% |
| APPLE INC COM | 36 | Q3 2023 | 2.7% |
| CHEVRON CORP NEW COM | 36 | Q3 2023 | 2.3% |
| AMGEN INC COM | 36 | Q3 2023 | 2.8% |
| STARBUCKS CORP COM | 36 | Q3 2023 | 2.2% |
| RAYMOND JAMES FINL INC | 36 | Q3 2023 | 1.2% |
| BAIDU INC SPON ADR REP A | 36 | Q3 2023 | 3.1% |
| NETFLIX INC COM | 36 | Q3 2023 | 0.5% |
| GENERAL MTRS CO COM | 36 | Q3 2023 | 2.0% |
View Deane Retirement Strategies, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2023-04-24 |
| 13F-HR | 2023-01-23 |
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.