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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged 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
   (AAPL)1 Year Chart         AAPL Apple Inc 47 - $182.74 $292,000 1,704 0.15% -36,000 0 0    Personal Computers
   (RJF)1 Year Chart         RJF Raymond James Financial Inc 48 - $125.40 $194,000 1,507 0.1% 26,000 0 0.001    Investment Brokerage ...
   (CVX)1 Year Chart         CVX Chevron Corp 51 - $162.54 $133,000 842 0.07% 7,000 0 0    Integrated Oil & Gas
   (DIS)1 Year Chart         DIS Walt Disney Co 53 - $105.44 $66,000 536 0.03% 18,000 0 0    Entertainment - Diver...
   (RCL)1 Year Chart         RCL Royal Caribbean Cruises Ltd 54 - $141.68 $63,000 451 0.03% 5,000 0 0    Sporting and Park Ent...
   (AMGN)1 Year Chart         AMGN Amgen Inc 57 - $307.31 $28,000 100 0.01% -1,000 0 0    Biotechnology
   (DIA)1 Year Chart         DIA Diamonds Trust 61 - $390.48 $20,000 50 0.01% 1,000 0 0    Closed - End Fund - E...
   (BIDU)1 Year Chart         BIDU Baidu Inc 65 - $109.60 $5,000 50 0% -1,000 0 0    Internet Service Prov...
   (GM)1 Year Chart         GM General Motors Co 66 - $42.66 $5,000 100 0% 1,000 0 0    Auto Manufacturers
   (GE)1 Year Chart         GE General Electric Co 71 - $168.86 $2,000 14 0% 0 0 0    Conglomerates
   (PCT)1 Year Chart         PCT Purecycle Technologies, Inc. 87 - $0.00 $0 0 0% 0 0 0    N/A
   (WFC)1 Year Chart         WFC Wells Fargo & Co 89 - $61.23 $0 2 0% 0 0 0    Domestic Money Center...
   (GDXJ)1 Year Chart         GDXJ Market Vectors Junior Gold ... 88 New $41.89 $0 0 0% 0 0 0    Closed - End Fund - Debt
   (GEHC)1 Year Chart         GEHC Ge Healthcare Holding Llc 86 - $81.11 $0 4 0% 0 0 0    N/A

      14 Records Found
  1    
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