H&H Retirement Design & Management Inc Purchases in Q2 2025

H&H Retirement Design & Management Inc

  • $179 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CWB
Spdr Bloomberg Convertible Sec

ETFs
28K
+ 7.31%
$71.86 - $82.66 $2.01M - $2.31M
410K $33.9M
XLK
Technology Sector Spdr

ETFs
1.09K
+ 6.12%
$179.73 - $253.23 $196K - $276K
18.9K $4.78M
XLI
Industrial Sector Spdr

ETFs
2.65K
+ 7.19%
$116.42 - $147.52 $309K - $391K
39.5K $5.83M
EDV
Vanguard Extended Duration Tre

ETFs
20.4K
+ 12.54%
$62.83 - $72.45 $1.28M - $1.47M
183K $12.3M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
11.2K
+ 11.5%
$66.5 - $71.25 $747K - $801K
109K $7.58M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
5.68K
+ 8.43%
$70.7 - $82.14 $402K - $467K
73.1K $6M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
8.61K
+ 9.5%
$72.12 - $76.23 $621K - $656K
99.2K $7.53M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
10.1K
+ 10.17%
$51.1 - $53.29 $514K - $536K
109K $5.81M
XLY
Select Sector Spdr Consumer Di

ETFs
1.24K
+ 8.91%
$176.34 - $218.59 $218K - $270K
15.1K $3.28M
IWB
Ishares Tr Russell 1000 ETF

ETFs
653
+ 6.91%
$272.36 - $339.57 $178K - $222K
10.1K $3.43M
MSFT
Microsoft Corp

Technology
389
+ 15.17%
$354.56 - $497.45 $138K - $194K
2.95K $1.47M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
16.8K
+ 10.85%
$28.02 - $32.37 $471K - $544K
172K $5.46M
XLP
Consumer Staples Sector Spdr

ETFs
6.47K
+ 9.47%
N/A
74.8K $5.69M
XLB
Select Sector Spdr Fd Material

ETFs
4.5K
+ 8.98%
$74.27 - $88.92 $335K - $400K
54.6K $4.8M
TIP
Ishares Tr Tips Bd ETF

ETFs
4.59K
+ 6.76%
$107.93 - $110.97 $496K - $510K
72.5K $7.98M
IVV
Ishares Core S&P 500 ETF

ETFs
660
+ 167.51%
$498.8 - $620.9 $329K - $410K
1.05K $654K
COIN
Coinbase Global, Inc.

Technology
1.2K
New
$151.47 - $375.07 $182K - $450K
1.2K $420K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
5.59K
New
$60.34 - $74.89 $338K - $419K
5.59K $418K
PRF
Invesco Exchange Traded Fd Tr

ETFs
6.23K
+ 7.68%
$35.77 - $42.27 $223K - $263K
87.3K $3.69M
XLU
Utilities Sector Spdr

ETFs
2.64K
+ 5.26%
$73.09 - $82.77 $193K - $219K
52.9K $4.32M
IYY
Ishares Tr

ETFs
2.27K
New
$120.9 - $150.87 $274K - $342K
2.27K $342K
RGTI
Rigetti Computing, Inc.

Technology
23.7K
New
$7.5 - $14.29 $178K - $339K
23.7K $281K
GOOGL
Alphabet Inc.

Communication Services
646
+ 10.03%
$144.7 - $178.6 $93.5K - $115K
7.09K $1.25M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
514
New
$483.48 - $539.8 $249K - $277K
514 $249K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.5K
+ 13.31%
$49.57 - $50.27 $223K - $226K
38.3K $1.92M
PKW
Invesco Exchange Traded Fd Tr

ETFs
867
+ 7.6%
$98.58 - $123.6 $85.5K - $107K
12.3K $1.52M
XLV
Select Sector Spdr Fund Health

ETFs
4.36K
+ 12.6%
$128.77 - $144.3 $561K - $629K
38.9K $5.25M
AMZN
Amazon Com Inc

Consumer Cyclical
109
+ 1.83%
$167.32 - $223.3 $18.2K - $24.3K
6.07K $1.33M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.44K
+ 14.3%
$121.58 - $136.74 $176K - $197K
11.5K $1.57M
DIS
Walt Disney CO

Communication Services
178
+ 2.96%
$81.72 - $124.01 $14.5K - $22.1K
6.2K $768K
SCHW
Schwab Charles Corp

Financial Services
299
+ 2.66%
$69.06 - $91.24 $20.6K - $27.3K
11.5K $1.05M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
2.04K
+ 5.61%
$26.53 - $32.81 $54.1K - $66.9K
38.3K $1.24M
AAPL
Apple Inc.

Technology
1K
+ 45.79%
$172.42 - $223.89 $173K - $224K
3.19K $653K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.44K
+ 9.14%
$102.02 - $103.5 $147K - $149K
17.2K $1.77M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.3K
+ 5.88%
$51.68 - $52.76 $119K - $121K
41.5K $2.19M
XLF
Financial Sector Spdr

ETFs
1.11K
+ 3.87%
$43.92 - $52.37 $48.9K - $58.3K
29.9K $1.56M
IQV
Iqvia Holdings Inc.

Healthcare
1.31K
+ 32.34%
$137.0 - $174.37 $179K - $228K
5.35K $842K
AMAT
Applied Materials Inc

Technology
85
+ 2.88%
$126.95 - $183.52 $10.8K - $15.6K
3.04K $555K
PID
Invesco Exchange Traded Fd Tr

ETFs
6.52K
+ 8.89%
N/A
79.8K $1.42M
ITB
Ishares Tr

ETFs
1.32K
+ 13.4%
$85.52 - $96.61 $113K - $128K
11.2K $1.04M
IDRV
Ishares Tr Self Driving Ev & T

ETFs
1.99K
+ 6.54%
$24.69 - $31.78 $49.2K - $63.4K
32.5K $994K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
14.5K
+ 15.28%
$9.19 - $10.76 $133K - $156K
109K $1.16M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
898
+ 4.6%
$77.74 - $78.78 $69.8K - $70.7K
20.4K $1.61M
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.06K
+ 7.99%
$37.08 - $42.26 $76.2K - $86.9K
27.8K $1.15M
VEEV
Veeva Systems Inc

Healthcare
9
+ 0.81%
$209.39 - $289.94 $1.88K - $2.61K
1.13K $324K
IRBO
Ishares Robotics & Artificial

ETFs
1.78K
+ 6.66%
N/A
28.6K $916K
VNQ
Vanguard Specialized Funds Van

ETFs
836
+ 6.84%
$79.79 - $91.42 $66.7K - $76.4K
13.1K $1.16M
QQQ
Invesco Qqq Trust, Series 1

ETFs
16
+ 2.91%
$416.06 - $551.64 $6.66K - $8.83K
565 $311K
XLE
Energy Sector Spdr

ETFs
5.45K
+ 11.32%
$76.44 - $94.13 $417K - $513K
53.6K $4.55M
Activity Summary
Buys All Purchases 63 New Holdings 6 Increased Positions 57 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
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