$115 Million is the total value of Deane Retirement Strategies, Inc.'s 52 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 200.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPM | Exit | JPMORGAN CHASE & CO COM | $0 | – | -2 | -100.0% | 0.00% | – |
| FDX | Exit | FEDEX CORP COM | $0 | – | 0 | +100.0% | 0.00% | – |
| BIL | Exit | SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF | $0 | – | 0 | +100.0% | 0.00% | – |
| T | Exit | AT&T INC COM | $0 | – | 0 | +100.0% | 0.00% | – |
| SPY | Exit | SPDR S&P 500 ETF | $0 | – | -4 | -100.0% | -0.00% | – |
| HD | Exit | HOME DEPOT | $0 | – | -400 | -100.0% | -0.03% | – |
| DISCA | Exit | DISCOVERY INC COM SER A | $0 | – | -162,594 | -100.0% | -1.83% | – |
| CVS | Exit | CVS HEALTH CORP COM | $0 | – | -61,508 | -100.0% | -1.83% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-03
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.