H&H Retirement Design & Management Inc Incresed Positions in Q1 2025

H&H Retirement Design & Management Inc

  • $159 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
288
+ 0.6%
$85.7 - $93.96 $24.7K - $27.1K
48.2K $4.5M
XLV
Select Sector Spdr Fund Health

ETFs
401
+ 1.17%
$137.61 - $149.68 $55.2K - $60K
34.6K $5.05M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
613
+ 0.63%
$66.9 - $71.57 $41K - $43.9K
97.8K $6.89M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
1.26K
+ 1.41%
$73.11 - $77.43 $92.3K - $97.7K
90.6K $6.88M
XLU
Utilities Sector Spdr

ETFs
149
+ 0.3%
$74.7 - $80.27 $11.1K - $12K
50.3K $3.96M
XLB
Select Sector Spdr Fd Material

ETFs
203
+ 0.41%
$83.19 - $90.99 $16.9K - $18.5K
50.1K $4.31M
AMAT
Applied Materials Inc

Technology
984
+ 50.0%
$145.06 - $195.51 $143K - $192K
2.95K $428K
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
472
+ 0.5%
$10.35 - $11.79 $4.89K - $5.56K
94.9K $1.06M
SBUX
Starbucks Corp

Consumer Cyclical
8
+ 0.13%
$91.75 - $115.81 $734 - $926
6.13K $601K
MA
Mastercard Inc

Financial Services
3
+ 0.19%
$504.67 - $576.31 $1.51K - $1.73K
1.6K $874K
CVX
Chevron Corp

Energy
5
+ 0.32%
$146.71 - $167.97 $734 - $840
1.58K $263K
VEEV
Veeva Systems Inc

Healthcare
2
+ 0.18%
$210.58 - $246.8 $421 - $494
1.12K $258K
ECL
Ecolab Inc.

Basic Materials
8
+ 0.85%
$229.72 - $269.82 $1.84K - $2.16K
946 $239K
PRF
Invesco Exchange Traded Fd Tr

ETFs
293
+ 0.36%
$39.4 - $42.61 $11.5K - $12.5K
81.1K $3.28M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.47%
$890.62 - $1076.86 $1.78K - $2.15K
430 $406K
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.29%
$461.52 - $548.18 $923 - $1.1K
700 $366K
APD
Air Products & Chemicals, Inc.

Basic Materials
2
+ 0.16%
$283.24 - $338.07 $566 - $676
1.29K $378K
IDRV
Ishares Tr Self Driving Ev & T

ETFs
9
+ 0.03%
$28.9 - $31.59 $260 - $284
30.5K $891K
XLI
Industrial Sector Spdr

ETFs
139
+ 0.38%
$128.78 - $141.67 $17.9K - $19.7K
36.9K $4.83M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
40
+ 0.11%
$28.69 - $31.94 $1.15K - $1.28K
36.3K $1.07M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.1%
$576.36 - $736.67 $1.15K - $1.47K
1.94K $1.12M
AAPL
Apple Inc.

Technology
6
+ 0.28%
$209.68 - $247.1 $1.26K - $1.48K
2.19K $485K
ITB
Ishares Tr

ETFs
135
+ 1.39%
$93.86 - $111.45 $12.7K - $15K
9.86K $938K
DIS
Walt Disney CO

Communication Services
13
+ 0.22%
$96.87 - $114.0 $1.26K - $1.48K
6.02K $594K
MSFT
Microsoft Corp

Technology
7
+ 0.27%
$375.39 - $447.2 $2.63K - $3.13K
2.56K $962K
CRM
Salesforce, Inc.

Technology
2
+ 0.11%
$268.36 - $359.95 $537 - $720
1.84K $493K
IWB
Ishares Tr Russell 1000 ETF

ETFs
60
+ 0.64%
$302.31 - $337.54 $18.1K - $20.3K
9.45K $2.9M
AMZN
Amazon Com Inc

Consumer Cyclical
16
+ 0.27%
$190.26 - $242.06 $3.04K - $3.87K
5.96K $1.13M
CWB
Spdr Bloomberg Convertible Sec

ETFs
2.26K
+ 0.59%
$75.99 - $81.58 $172K - $184K
382K $29.3M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.27K
+ 0.82%
$31.63 - $35.22 $40.1K - $44.6K
155K $4.95M
XLY
Select Sector Spdr Consumer Di

ETFs
101
+ 0.73%
$192.6 - $233.2 $19.5K - $23.6K
13.9K $2.74M
XLK
Technology Sector Spdr

ETFs
174
+ 0.99%
$206.38 - $242.18 $35.9K - $42.1K
17.8K $3.67M
Activity Summary
Buys All Purchases 34 New Holdings 1 Increased Positions 33 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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