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  Name: Deane Retirement Strategies Inc.
  City: NEW ORLEANS
  State: LA
  Zip: 70163
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $196,947,000
  Total Value Change : $13,609,000
  Securities Held Change : 15
   
All Securities Held : 75
  New Positions : 28
  Closed Positions : 14
  Increased Positions : 20
  Unchanged Positions : 13
  Decreased Positions : 14

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Holdings Found : 14     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 1 - $0.00 $17,069,000 185,947 8.67% -6,863,000 -75,917 0.021    Closed - End Fund - E...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 12 - $116.15 $4,397,000 37,871 2.23% 597,000 -139 0.001    Integrated Oil & Gas
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 15 - $142.08 $4,115,000 27,872 2.09% -9,290,000 -70,422 0.001    Closed - End Fund - E...
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 16 - $43.65 $4,082,000 97,277 2.07% 272,000 -334 0.005    Closed - End Fund - E...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 17 - $213.58 $4,017,000 19,547 2.04% 267,000 -71 0.005    Closed - End Fund - E...
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 25 - $406.37 $3,671,000 8,740 1.86% 461,000 -260 0.001    Property & Casualty I...
   (AXP)1 Year Chart         AXP American Express Co 36 - $236.24 $2,522,000 11,087 1.28% 436,000 -46 0.001    Credit Services
   (VMC)1 Year Chart         VMC Vulcan Materials Co 43 - $267.93 $1,835,000 6,724 0.93% 304,000 -22 0.005    General Building Mate...
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 45 - $153.62 $803,000 4,456 0.41% -957,000 -7,484 0    Semiconductor- Broad...
   (BLDE)1 Year Chart         BLDE Blade Air Mobility Ord Shs ... 46 - $3.50 $729,000 256,320 0.37% -197,000 -5,862 0.37    N/A
   (SHY)1 Year Chart         SHY Ishares Barclays 1-3 Treasu... 49 - $81.28 $137,000 1,672 0.07% -60,000 -724 0    Closed - End Fund - E...
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 52 - $79.25 $99,000 1,234 0.05% -20,701,000 -254,667 0    Closed - End Fund - Debt
   (IHI)1 Year Chart         IHI iShares Dow Jones US Medica... 58 - $55.15 $28,000 471 0.01% -5,335,000 -98,896 0    Closed - End Fund - E...
   (TXN)1 Year Chart         TXN Texas Instruments Inc 62 - $183.95 $13,000 74 0.01% -3,542,000 -20,779 0    Semiconductor- Broad...

      14 Records Found
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