H&H Retirement Design & Management Inc Purchases in Q3 2024

H&H Retirement Design & Management Inc

  • $169 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CWB
Spdr Bloomberg Convertible Sec

ETFs
22.3K
+ 5.99%
$71.19 - $76.59 $1.59M - $1.71M
395K $30.3M
EDV
Vanguard Extended Duration Tre

ETFs
6.88K
+ 4.24%
$70.73 - $83.52 $487K - $575K
169K $13.5M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
5.56K
+ 6.84%
$74.85 - $82.2 $416K - $457K
86.9K $7.06M
TIP
Ishares Tr Tips Bd ETF

ETFs
5.12K
+ 7.88%
$105.92 - $110.83 $542K - $567K
70K $7.74M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
6.59K
+ 4.49%
$30.61 - $34.92 $202K - $230K
153K $5.29M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.4K
+ 3.75%
$69.16 - $76.64 $235K - $260K
94K $7.06M
XLU
Utilities Sector Spdr

ETFs
257
+ 0.5%
$67.67 - $80.78 $17.4K - $20.8K
51.9K $4.19M
XLI
Industrial Sector Spdr

ETFs
1.15K
+ 3.18%
$120.56 - $135.44 $139K - $156K
37.4K $5.07M
XLB
Select Sector Spdr Fd Material

ETFs
2.2K
+ 4.72%
$86.95 - $97.09 $191K - $214K
48.9K $4.71M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.6K
+ 3.93%
$71.86 - $78.56 $186K - $204K
68.7K $5.4M
XLV
Select Sector Spdr Fund Health

ETFs
1.27K
+ 3.94%
$143.3 - $157.24 $182K - $200K
33.5K $5.16M
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.77K
+ 7.55%
$37.33 - $40.63 $215K - $234K
82.2K $3.34M
XLY
Select Sector Spdr Consumer Di

ETFs
574
+ 3.99%
$170.05 - $200.86 $97.6K - $115K
15K $3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
628
+ 6.87%
$283.28 - $314.39 $178K - $197K
9.77K $3.07M
XLE
Energy Sector Spdr

ETFs
5.22K
+ 11.9%
$84.35 - $93.39 $440K - $487K
49.1K $4.31M
ITB
Ishares Tr

ETFs
193
+ 2.09%
$97.52 - $128.64 $18.8K - $24.8K
9.43K $1.2M
PM
Philip Morris International Inc.

Consumer Defensive
1.86K
New
$101.25 - $127.45 $189K - $237K
1.86K $226K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.9K
+ 7.8%
$51.02 - $52.74 $148K - $153K
40.1K $2.11M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
1.36K
+ 4.04%
$27.19 - $32.45 $37K - $44.2K
35K $1.13M
XLRE
Select Sector Spdr Tr Real Est

ETFs
863
+ 3.55%
$38.04 - $45.36 $32.8K - $39.1K
25.2K $1.12M
META
Meta Platforms, Inc.

Communication Services
79
+ 3.79%
$453.41 - $572.44 $35.8K - $45.2K
2.16K $1.24M
XLF
Financial Sector Spdr

ETFs
1.42K
+ 4.87%
$40.84 - $45.74 $58K - $64.9K
30.5K $1.38M
PKW
Invesco Exchange Traded Fd Tr

ETFs
504
+ 4.44%
$102.34 - $114.52 $51.6K - $57.7K
11.9K $1.36M
VNQ
Vanguard Specialized Funds Van

ETFs
113
+ 0.97%
$82.97 - $98.97 $9.38K - $11.2K
11.7K $1.14M
REZ
Ishares Tr Residential And Mul

ETFs
55
+ 0.41%
$76.42 - $91.19 $4.2K - $5.02K
13.3K $1.18M
IDRV
Ishares Tr Self Driving Ev & T

ETFs
2.18K
+ 7.75%
$26.4 - $32.02 $57.6K - $69.8K
30.3K $963K
CRM
Salesforce, Inc.

Technology
489
+ 31.63%
$238.42 - $276.53 $117K - $135K
2.04K $556K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
6.07K
+ 7.29%
$10.79 - $12.29 $65.5K - $74.6K
89.3K $1.08M
XLP
Consumer Staples Sector Spdr

ETFs
2.31K
+ 3.6%
$76.04 - $76.04 $175K - $175K
66.4K $5.05M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.01K
+ 6.49%
$98.99 - $101.51 $100K - $103K
16.6K $1.68M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.13K
+ 6.54%
$48.06 - $49.39 $103K - $105K
34.8K $1.71M
CHKP
Check Point Software Technologies LTD

Technology
66
+ 1.87%
$165.0 - $195.47 $10.9K - $12.9K
3.6K $694K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
390
+ 6.61%
$147.95 - $191.05 $57.7K - $74.5K
6.29K $1.09M
APD
Air Products & Chemicals, Inc.

Basic Materials
16
+ 1.04%
$247.34 - $300.11 $3.96K - $4.8K
1.56K $463K
XLK
Technology Sector Spdr

ETFs
316
+ 1.81%
$197.34 - $237.68 $62.4K - $75.1K
17.7K $4M
QCOM
Qualcomm Inc

Technology
707
+ 30.82%
$156.12 - $209.64 $110K - $148K
3K $510K
ADBE
Adobe Inc.

Technology
131
+ 14.94%
$508.13 - $586.55 $66.6K - $76.8K
1.01K $521K
IRBO
Ishares Robotics & Artificial

ETFs
1.71K
+ 5.86%
$30.09 - $34.95 $51.5K - $59.8K
30.9K $992K
AMZN
Amazon Com Inc

Consumer Cyclical
379
+ 5.42%
$161.02 - $200.0 $61K - $75.8K
7.37K $1.37M
ABC
Amerisourcebergen Corp

Healthcare
115
+ 4.65%
N/A
2.59K $478K
PID
Invesco Exchange Traded Fd Tr

ETFs
1.08K
+ 1.52%
$17.85 - $17.85 $19.2K - $19.2K
71.8K $1.28M
ADSK
Autodesk, Inc.

Technology
35
+ 2.2%
$245.83 - $245.83 $8.6K - $8.6K
1.63K $400K
Annaly Capital Management In
25
+ 0.18%
N/A
14.2K $0
ELV
Elevance Health, Inc.

Healthcare
20
+ 1.37%
$500.12 - $562.29 $10K - $11.2K
1.48K $768K
GOOGL
Alphabet Inc.

Communication Services
93
+ 1.28%
$148.65 - $191.18 $13.8K - $17.8K
7.35K $1.22M
Activity Summary
Buys All Purchases 46 New Holdings 1 Increased Positions 45 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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