Deane Retirement Strategies, Inc. Top Holdings and 13F Report (2025) About Deane Retirement Strategies, Inc.Investment ActivityDeane Retirement Strategies, Inc. has $232.50 million in total holdings as of September 30, 2025.Deane Retirement Strategies, Inc. owns shares of 70 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 24.85% of the portfolio was purchased this quarter.About 26.53% of the portfolio was sold this quarter.This quarter, Deane Retirement Strategies, Inc. has purchased 63 new stocks and bought additional shares in 16 stocks.Deane Retirement Strategies, Inc. sold shares of 20 stocks and completely divested from 13 stocks this quarter.Largest Holdings Vanguard Short-Term Inflation-Protected Securities ETF $19,353,871iShares 0-5 Year TIPS Bond ETF $17,363,908Vanguard FTSE Developed Markets ETF $12,389,703Pacer Trendpilot US Large Cap ETF $12,198,921iShares Core MSCI EAFE ETF $11,487,986 Largest New Holdings this Quarter 37954Y673 - Global X U.S. Infrastructure Development ETF $9,245,160 Holding539830109 - Lockheed Martin $4,892,702 Holding79466L302 - Salesforce $4,633,647 Holding00724F101 - Adobe $4,617,680 Holding81762P102 - ServiceNow $4,505,291 Holding Largest Purchases this Quarter Global X U.S. Infrastructure Development ETF 194,181 shares (about $9.25M)Apple 20,168 shares (about $5.14M)iShares 0-5 Year TIPS Bond ETF 47,498 shares (about $4.91M)Lockheed Martin 9,808 shares (about $4.89M)Salesforce 19,518 shares (about $4.63M) Largest Sales this Quarter Chevron 25,187 shares (about $3.91M)Vanguard Short-Term Inflation-Protected Securities ETF 3,503 shares (about $177.36K)iShares Core MSCI EAFE ETF 1,889 shares (about $164.89K)Vanguard FTSE Developed Markets ETF 2,711 shares (about $162.42K)Pacer Trendpilot US Large Cap ETF 2,445 shares (about $133.87K) Sector Allocation Over TimeMap of 500 Largest Holdings ofDeane Retirement Strategies, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIPVanguard Short-Term Inflation-Protected Securities ETF$19,353,871$177,355 ▼-0.9%382,2648.3%ManufacturingSTIPiShares 0-5 Year TIPS Bond ETF$17,363,908$4,909,348 ▲39.4%167,9967.5%ETFVEAVanguard FTSE Developed Markets ETF$12,389,703$162,415 ▼-1.3%206,8065.3%ETFPTLCPacer Trendpilot US Large Cap ETF$12,198,921$133,868 ▼-1.1%222,8045.2%ETFIEFAiShares Core MSCI EAFE ETF$11,487,986$164,890 ▼-1.4%131,6084.9%ETFVGSHVanguard Short-Term Treasury ETF$10,943,888$130,820 ▼-1.2%185,9674.7%ETFPAVEGlobal X U.S. Infrastructure Development ETF$9,245,160$9,245,160 ▲New Holding194,1814.0%ETFGOOGLAlphabet$7,099,090$76,591 ▼-1.1%29,1973.1%Computer and TechnologyGLDSPDR Gold Shares$7,096,735$2,319,861 ▲48.6%19,9733.1%FinanceCATCaterpillar$6,804,559$109,205 ▼-1.6%14,2692.9%IndustrialsORLYO'Reilly Automotive$6,056,279$73,733 ▼-1.2%56,1822.6%Retail/WholesaleDBMFiMGP DBi Managed Futures Strategy ETF$5,885,213$58,440 ▼-1.0%215,5082.5%ETFMAMastercard$5,845,312$1,809,277 ▲44.8%10,2772.5%Business ServicesNEMNewmont$5,779,427$55,231 ▼-0.9%68,5402.5%Basic MaterialsIAUiShares Gold Trust$5,581,840$695,812 ▲14.2%76,7472.4%FinanceAAPLApple$5,569,075$5,135,200 ▲1,183.6%21,8722.4%Computer and TechnologyVMCVulcan Materials$5,452,165$63,326 ▼-1.1%17,7362.3%ConstructionAMZNAmazon.com$5,451,912$50,090 ▼-0.9%24,8162.3%Retail/WholesaleCTASimplify Managed Futures Strategy ETF$5,419,913$52,726 ▼-1.0%193,7662.3%ETFTXNTexas Instruments$4,929,163$63,746 ▼-1.3%26,8322.1%Computer and TechnologyNFLXNetflix$4,920,629$795,120 ▲19.3%4,1032.1%Consumer DiscretionaryLMTLockheed Martin$4,892,702$4,892,702 ▲New Holding9,8082.1%AerospaceWMTWalmart$4,696,284$1,914,152 ▲68.8%45,5682.0%Retail/WholesaleBRK.BBerkshire Hathaway$4,643,558$34,177 ▼-0.7%9,2392.0%FinanceCRMSalesforce$4,633,647$4,633,647 ▲New Holding19,5182.0%Computer and TechnologyADBEAdobe$4,617,680$4,617,680 ▲New Holding13,0782.0%Computer and TechnologyTJXTJX Companies$4,608,211$36,413 ▼-0.8%31,8922.0%Retail/WholesaleXOMExxon Mobil$4,606,077$38,129 ▼-0.8%40,8312.0%EnergyNOWServiceNow$4,505,291$4,505,291 ▲New Holding4,8901.9%Computer and TechnologyGDXJVanEck Junior Gold Miners ETF$4,285,628$37,717 ▼-0.9%43,2921.8%ETFCOSTCostco Wholesale$4,169,800$4,169,800 ▲New Holding4,5071.8%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$3,401,166$3,401,166 ▲New Holding52,1211.5%ETFIJRiShares Core S&P Small-Cap ETF$3,183,439$3,183,439 ▲New Holding26,7941.4%ETFISHARES BITCOIN TRUST ETF$2,102,230$671,580 ▲46.9%32,3420.9%ETFSPLGSPDR Portfolio S&P 500 ETF$923,864$12,848 ▲1.4%11,7930.4%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$474,194$207,093 ▲77.5%5,1680.2%ETFRJFRaymond James Financial$433,053$172,945 ▲66.5%2,5090.2%FinanceRCLRoyal Caribbean Cruises$145,9350.0%4510.1%Consumer DiscretionaryXLIIndustrial Select Sector SPDR Fund$133,255$133,255 ▲New Holding8640.1%ETFCVXChevron$132,462$3,911,278 ▼-96.7%8530.1%EnergySHYiShares 1-3 Year Treasury Bond ETF$132,238$4,646 ▲3.6%1,5940.1%ManufacturingGOVTiShares U.S. Treasury Bond ETF$128,940$301 ▲0.2%5,5770.1%ETFVOOVanguard S&P 500 ETF$117,5770.0%1920.1%ETFIAUMiShares Gold Trust Micro$94,017$14,245 ▲17.9%2,4420.0%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$68,297$68,297 ▲New Holding2850.0%FinanceIGViShares Expanded Tech-Software Sector ETF$67,971$67,971 ▲New Holding5910.0%ETFDISWalt Disney$61,3720.0%5360.0%Consumer DiscretionaryMRKMerck & Co., Inc.$34,831$34,831 ▲New Holding4150.0%MedicalFFord Motor$33,452$33,452 ▲New Holding2,7970.0%Auto/Tires/TrucksAMGNAmgen$28,2200.0%1000.0%MedicalGLDMSPDR Gold MiniShares Trust$25,611$14,296 ▲126.4%3350.0%FinanceDUKDuke Energy$24,379$24,379 ▲New Holding1970.0%UtilitiesTAT&T$23,439$23,439 ▲New Holding8300.0%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$23,1870.0%500.0%FinanceRSPInvesco S&P 500 Equal Weight ETF$22,764$3,035 ▲15.4%1200.0%ETFEMXCiShares MSCI Emerging Markets ex China ETF$22,1430.0%3280.0%ManufacturingIDEViShares Core MSCI International Developed Markets ETF$21,8060.0%2720.0%ETFSBUXStarbucks$17,4280.0%2060.0%Retail/WholesaleEPDEnterprise Products Partners$16,385$16,385 ▲New Holding5240.0%EnergyCCitigroup$16,342$16,342 ▲New Holding1610.0%Financial ServicesSPMDSPDR Portfolio S&P 400 Mid Cap ETF$11,495$11,495 ▲New Holding2010.0%ETFISHARES ETHEREUM TRUST ETF$10,587$10,587 ▲New Holding3360.0%ETFPTINPacer Trendpilot International ETF$10,268$3,504 ▼-25.4%3370.0%ETFBIDUBaidu$6,5890.0%500.0%Computer and TechnologyVZVerizon Communications$6,505$6,505 ▲New Holding1480.0%Computer and TechnologyGMGeneral Motors$6,0970.0%1000.0%Auto/Tires/TrucksGEGE Aerospace$4,2110.0%140.0%AerospaceLAESSEALSQ$2,4310.0%6500.0%Computer and TechnologyGE VERNOVA INC COM$1,2300.0%20.0%StockGEHCGE HealthCare Technologies$3000.0%40.0%MedicalSGOViShares 0-3 Month Treasury Bond ETF$0$14,468,549 ▼-100.0%00.0%ETFXLUUtilities Select Sector SPDR Fund$0$9,251,572 ▼-100.0%00.0%ETFMGKVanguard Mega Cap Growth ETF$0$9,035,436 ▼-100.0%00.0%ETFDHRDanaher$0$4,310,707 ▼-100.0%00.0%MedicalCLColgate-Palmolive$0$4,137,439 ▼-100.0%00.0%Consumer StaplesKMBKimberly-Clark$0$3,650,162 ▼-100.0%00.0%Consumer StaplesAXPAmerican Express$0$3,608,683 ▼-100.0%00.0%FinanceJPMJPMorgan Chase & Co.$0$2,997,905 ▼-100.0%00.0%FinanceCMCSAComcast$0$2,947,210 ▼-100.0%00.0%Consumer DiscretionaryFCXFreeport-McMoRan$0$1,805,717 ▼-100.0%00.0%Basic MaterialsISRGIntuitive Surgical$0$16,846 ▼-100.0%00.0%MedicalTACKFairlead Tactical Sector ETF$0$9,484 ▼-100.0%00.0%ETFSMI 3FOURTEEN FULL-CYCLE TREND ETF$0$9,257 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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