$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CELG | Exit | CELGENE CORP COMstock | $0 | – | -26,362 | -100.0% | -1.06% | – |
| STLD | Exit | STEEL DYNAMICS INC COMstock | $0 | – | -57,054 | -100.0% | -1.16% | – |
| BIIB | Exit | BIOGEN IDEC INCstock | $0 | – | -9,150 | -100.0% | -1.46% | – |
| C | Exit | CITIGROUP INCstock | $0 | – | -46,654 | -100.0% | -1.51% | – |
| CHK | Exit | CHESAPEAKE ENERGY CORP COMstock | $0 | – | -807,750 | -100.0% | -1.64% | – |
| BAC | Exit | BANK AMER CORP COMstock | $0 | – | -151,160 | -100.0% | -2.01% | – |
| NKE | Exit | NIKE INC CLASS Bstock | $0 | – | -52,708 | -100.0% | -2.02% | – |
| COST | Exit | COSTCO WHOLESALE CORPstock | $0 | – | -19,162 | -100.0% | -2.03% | – |
| TTD | Exit | THE TRADE DESK INC COM CL Astock | $0 | – | -31,940 | -100.0% | -2.18% | – |
| QCOM | Exit | QUALCOMM INC COMstock | $0 | – | -86,064 | -100.0% | -2.80% | – |
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.