Deane Retirement Strategies, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison

Deane Retirement Strategies, Inc., a leading investment firm, has recently released its Q3 2023 and Q4 2023 13F holdings. These reports provide valuable insights into the changes in the fund's portfolio over the course of the quarter. Let's take a closer look at some of the notable changes and their implications.

One of the standout changes in Deane Retirement Strategies, Inc.'s holdings is the significant increase in their stake in the Vanguard Intermediate-Term Corporate Bond ETF (VCIT). In Q3 2023, the fund did not hold any shares of VCIT, but by Q4 2023, they acquired a substantial 255,901 shares, worth $20,799,000. This move indicates the fund's increased confidence in the corporate bond market and its potential for growth.

Another interesting change in the fund's portfolio is the significant increase in their holdings of the Health Care Select Sector SPDR Fund (XLV). In Q3 2023, Deane Retirement Strategies, Inc. held 71,657 shares of XLV, with a value of $9,228,000. However, by Q4 2023, their stake in XLV increased to 98,294 shares, with a value of $13,405,000. This indicates the fund's bullish outlook on the health care sector and its commitment to investing in this industry.

A notable decrease in holdings can be seen in the ISHARES Broad USD High Yield Corporate Bond ETF (USHY). In Q3 2023, Deane Retirement Strategies, Inc. did not hold any shares of USHY. However, by Q4 2023, they liquidated their position entirely, selling all 258,672 shares. This move suggests a change in the fund's strategy and a shift away from high yield corporate bonds.

In the technology sector, the fund increased its position in Amazon.com Inc (AMZN). In Q4 2023, Deane Retirement Strategies, Inc. held 25,249 shares of AMZN, worth $3,836,000. This represents a slight decrease from their Q3 2023 holdings of 27,107 shares, but still shows a strong belief in the potential of the e-commerce giant.

On the other hand, the fund reduced its holdings in Advanced Micro Devices Inc (AMD). In Q3 2023, Deane Retirement Strategies, Inc. held 24,484 shares of AMD, worth $2,516,000. However, by Q4 2023, they reduced their position to just 11,940 shares, worth $1,760,000. This move suggests a change in the fund's outlook on the semiconductor industry.

Overall, Deane Retirement Strategies, Inc.'s Q3 2023 vs. Q4 2023 13F holdings comparison reflects the fund's active management approach. The increase in holdings in certain sectors indicates their belief in the growth potential of those industries, while the decrease in others suggests a shift in strategy. Investors should closely monitor these changes as they may provide valuable insights into the market trends and the fund's investment strategy.

Disclaimer: The information provided in this article is for informational purposes only and should not be considered as investment advice. The article is based on publicly available data and does not include any confidential information. Investors should conduct their own research and consult with a financial advisor before making any investment decisions.