The Analysis of Deane Retirement Strategies, Inc.'s Holdings
Currently, Deane Retirement Strategies, Inc. holds 70 types of securities in its portfolio with a total value $232.5M. In the most recent quarter, they have increased their positions in PAVE (+194.2K shares, valued at $9.2M), AAPL (+20.2K shares, valued at $5.1M), STIP (+47.5K shares, valued at $4.9M); decreased their positions in CVX (-25.2K shares, valued at $3.9M), VTIP (-3.5K shares, valued at $177.4K), IEFA (-1.9K shares, valued at $164.9K); initiated new positions in PAVE (+194.2K shares, valued at $9.2M), LMT (+9.8K shares, valued at $4.9M), CRM (+19.5K shares, valued at $4.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF382.3K shares-0.91%2025-09-302025-10-14
STIP ISHARES 0-5 YEAR TIPS BOND ETF168.0K shares39.42%2025-09-302025-10-14 VEA VANGUARD FTSE DEVELOPED MARKETS ETF206.8K shares-1.29%2025-09-302025-10-14 PTLC PACER TRENDPILOT US LARGE CAP ETF222.8K shares-1.09%2025-09-302025-10-14 IEFA ISHARES CORE MSCI EAFE ETF131.6K shares-1.42%2025-09-302025-10-14 VGSH VANGUARD SHORT-TERM TREASURY ETF186.0K shares-1.18%2025-09-302025-10-14 PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF194.2K sharesnew addition2025-09-302025-10-14 GOOGL GOOGLE INC29.2K shares-1.07%2025-09-302025-10-14 GLD SPDR GOLD SHARES20.0K shares48.56%2025-09-302025-10-14 CAT CATERPILLAR INC COM14.3K shares-1.58%2025-09-302025-10-14 ORLY OREILLY AUTOMOTIVE INC COM56.2K shares-1.20%2025-09-302025-10-14 DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF215.5K shares-0.98%2025-09-302025-10-14 MA MASTERCARD INC10.3K shares44.83%2025-09-302025-10-14 NEM NEWMONT CORP COM68.5K shares-0.95%2025-09-302025-10-14 IAU ISHARES GOLD TRUST76.7K shares14.24%2025-09-302025-10-14 AAPL APPLE INC21.9K shares1183.57%2025-09-302025-10-14 VMC VULCAN MATLS CO COM17.7K shares-1.15%2025-09-302025-10-14 AMZN AMAZON.COM INC24.8K shares-0.91%2025-09-302025-10-14 CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF193.8K shares-0.96%2025-09-302025-10-14 TXN TEXAS INSTRS INC COM26.8K shares-1.28%2025-09-302025-10-14 NFLX NETFLIX COM INC4.1K shares19.27%2025-09-302025-10-14 LMT LOCKHEED MARTIN CORP9.8K sharesnew addition2025-09-302025-10-14 WMT WALMART INC COM45.6K shares68.80%2025-09-302025-10-14 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW9.2K shares-0.73%2025-09-302025-10-14 CRM SALESFORCE INC COM19.5K sharesnew addition2025-09-302025-10-14 ADBE ADOBE SYS INC13.1K sharesnew addition2025-09-302025-10-14 TJX TJX COS INC NEW COM31.9K shares-0.78%2025-09-302025-10-14 XOM EXXON MOBIL CORP COM40.8K shares-0.82%2025-09-302025-10-14 NOW SERVICENOW INC COM4.9K sharesnew addition2025-09-302025-10-14 GDXJ VANECK JUNIOR GOLD MINERS ETF43.3K shares-0.87%2025-09-302025-10-14 COST COSTCO WHOLESALE CORP4.5K sharesnew addition2025-09-302025-10-14 IJH ISHARES CORE S&P MID-CAP ETF52.1K sharesnew addition2025-09-302025-10-14 IJR ISHARES CORE S&P SMALL CAP ETF26.8K sharesnew addition2025-09-302025-10-14 IBIT ISHARES BITCOIN TRUST ETF32.3K shares46.94%2025-09-302025-10-14 SPYM SPDR PORTFOLIO S&P 500 ETF11.8K shares1.41%2025-09-302025-10-14 BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF5.2K shares77.53%2025-09-302025-10-14 RJF RAYMOND JAMES FINL INC2.5K shares66.49%2025-09-302025-10-14 RCL ROYAL CARRIBBEAN CRUISES LTD451 shares0.00%2025-09-302025-10-14 XLI INDUSTRIAL SELECT SECTOR SPDR FUND864 sharesnew addition2025-09-302025-10-14 CVX CHEVRON CORP NEW COM853 shares-96.72%2025-09-302025-10-14 SHY ISHARES 1-3 YEAR TREASURY BOND ETF1.6K shares3.64%2025-09-302025-10-14 GOVT ISHARES U.S. TREASURY BOND ETF5.6K shares0.23%2025-09-302025-10-14 VOO VANGUARD S&P 500 ETF192 shares0.00%2025-09-302025-10-14 IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST2.4K shares17.86%2025-09-302025-10-14 XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND285 sharesnew addition2025-09-302025-10-14 IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF591 sharesnew addition2025-09-302025-10-14 DIS DISNEY WALT CO COM536 shares0.00%2025-09-302025-10-14 MRK MERCK & CO INC415 sharesnew addition2025-09-302025-10-14 F FORD MTR CO COM2.8K sharesnew addition2025-09-302025-10-14 AMGN AMGEN INC100 shares0.00%2025-09-302025-10-14 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST335 shares126.35%2025-09-302025-10-14 DUK DUKE ENERGY CORP NEW COM NEW197 sharesnew addition2025-09-302025-10-14 T AT&T INC COM830 sharesnew addition2025-09-302025-10-14 DIA SPDR DOW JONES INDUSTRIAL ETF50 shares0.00%2025-09-302025-10-14 RSP INVESCO S&P 500 EQUAL WEIGHT ETF120 shares15.38%2025-09-302025-10-14 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF328 shares0.00%2025-09-302025-10-14 IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF272 shares0.00%2025-09-302025-10-14 SBUX STARBUCKS CORP206 shares0.00%2025-09-302025-10-14 EPD ENTERPRISE PRODS PARTNERS L P COM524 sharesnew addition2025-09-302025-10-14 C CITIGROUP INC161 sharesnew addition2025-09-302025-10-14 SPMD SPDR PORTFOLIO S&P 400 MID CAP ETF201 sharesnew addition2025-09-302025-10-14 ETHA ISHARES ETHEREUM TRUST ETF336 sharesnew addition2025-09-302025-10-14 PTIN PACER TRENDPILOT INTERNATIONAL ETF337 shares-25.44%2025-09-302025-10-14 BIDU BAIDU COM ADR50 shares0.00%2025-09-302025-10-14 VZ VERIZON COMMUNICATIONS148 sharesnew addition2025-09-302025-10-14 GM GENERAL MOTORS CORP100 shares0.00%2025-09-302025-10-14 GE GE AEROSPACE COM NEW14 shares0.00%2025-09-302025-10-14 LAES SEALSQ CORP ORD SHS650 shares0.00%2025-09-302025-10-14 GEV GE VERNOVA INC COM2 shares0.00%2025-09-302025-10-14 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK4 shares0.00%2025-09-302025-10-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available