$181 Million is the total value of Deane Retirement Strategies, Inc.'s 53 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PSQ | New | PROSHARES SHORT QQQ | $8,977,000 | – | 775,878 | +100.0% | 4.96% | – |
| XLP | New | CONSUMER STAPLES SELECT SECTOR SPDR FUND | $5,871,000 | – | 76,604 | +100.0% | 3.24% | – |
| ITA | New | ISHARES U.S. AEROSPACE & DEFENSE ETF | $5,747,000 | – | 51,481 | +100.0% | 3.17% | – |
| GLD | New | SPDR GOLD SHARES | $5,507,000 | – | 30,678 | +100.0% | 3.04% | – |
| GDX | New | MARKET VECTORS GOLD MINERS INDEX ETF | $4,921,000 | – | 124,639 | +100.0% | 2.72% | – |
| SH | New | PROSHARES SHORT S&P 500 | $4,704,000 | – | 334,794 | +100.0% | 2.60% | – |
| XLV | New | HEALTH CARE SELECT SECTOR SPDR FUND | $3,902,000 | – | 28,261 | +100.0% | 2.16% | – |
| IAU | New | ISHARES GOLD TRUST | $3,690,000 | – | 100,976 | +100.0% | 2.04% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DEL CL B NEW | $3,062,000 | – | 8,703 | +100.0% | 1.69% | – |
| FCX | New | FREEPORT MCMORAN COPPER | $2,103,000 | – | 41,280 | +100.0% | 1.16% | – |
| XOP | New | SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $2,075,000 | – | 14,987 | +100.0% | 1.15% | – |
| KO | New | COCA COLA CO COM | $2,020,000 | – | 32,129 | +100.0% | 1.12% | – |
| XME | New | SPDR S&P METALS AND MINING ETF | $2,020,000 | – | 32,372 | +100.0% | 1.12% | – |
| MOO | New | VANECK AGRIBUSINESS ETF | $1,938,000 | – | 18,374 | +100.0% | 1.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-14
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.