H&H Retirement Design & Management Inc Incresed Positions in Q3 2025

H&H Retirement Design & Management Inc

  • $187 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EDV
Vanguard Extended Duration Tre

ETFs
5.61K
+ 3.07%
$63.28 - $69.5 $355K - $390K
188K $12.9M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
1.76K
+ 1.02%
$31.31 - $34.54 $55K - $60.7K
174K $5.85M
XLE
Energy Sector Spdr

ETFs
752
+ 1.4%
$84.25 - $91.99 $63.4K - $69.2K
54.4K $4.86M
CHKP
Check Point Software Technologies LTD

Technology
1.1K
+ 55.57%
$180.73 - $231.23 $199K - $255K
3.09K $638K
XLP
Consumer Staples Sector Spdr

ETFs
2.14K
+ 2.87%
N/A
76.9K $5.85M
MSFT
Microsoft Corp

Technology
30
+ 1.02%
$491.09 - $535.64 $14.7K - $16.1K
2.98K $1.55M
AMAT
Applied Materials Inc

Technology
25
+ 0.82%
$156.25 - $204.95 $3.91K - $5.12K
3.06K $626K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
152
+ 1.32%
$136.48 - $142.97 $20.7K - $21.7K
11.7K $1.64M
SCHW
Schwab Charles Corp

Financial Services
206
+ 1.79%
$91.03 - $98.69 $18.8K - $20.3K
11.7K $1.12M
QQQ
Invesco Qqq Trust, Series 1

ETFs
56
+ 9.91%
$546.99 - $602.2 $30.6K - $33.7K
621 $372K
META
Meta Platforms, Inc.

Communication Services
65
+ 4.02%
$695.21 - $791.73 $45.2K - $51.5K
1.68K $1.24M
QCOM
Qualcomm Inc

Technology
50
+ 1.79%
$145.84 - $173.55 $7.29K - $8.68K
2.84K $472K
AMZN
Amazon Com Inc

Consumer Cyclical
111
+ 1.83%
$211.65 - $238.24 $23.5K - $26.4K
6.18K $1.36M
MORT
Vaneck ETF Tr Mtg Reit Income

ETFs
31
+ 0.03%
$10.43 - $11.34 $323 - $352
109K $1.18M
CVX
Chevron Corp

Energy
6
+ 0.38%
$145.57 - $161.83 $873 - $971
1.58K $244K
MA
Mastercard Inc

Financial Services
17
+ 1.31%
$550.18 - $598.96 $9.35K - $10.2K
1.32K $749K
ADSK
Autodesk, Inc.

Technology
58
+ 3.62%
N/A
1.66K $407K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8
+ 1.56%
$459.11 - $506.91 $3.67K - $4.06K
522 $262K
PID
Invesco Exchange Traded Fd Tr

ETFs
308
+ 0.39%
N/A
80.1K $1.43M
APD
Air Products & Chemicals, Inc.

Basic Materials
33
+ 2.49%
$265.78 - $299.3 $8.77K - $9.88K
1.36K $370K
V
Visa Inc.

Financial Services
47
+ 2.27%
$332.09 - $358.86 $15.6K - $16.9K
2.12K $724K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.47%
$915.95 - $994.57 $1.83K - $1.99K
431 $398K
ABNB
Airbnb, Inc.

Consumer Cyclical
47
+ 1.29%
$118.3 - $142.16 $5.56K - $6.68K
3.7K $449K
ADBE
Adobe Inc.

Technology
24
+ 1.9%
$333.65 - $392.1 $8.01K - $9.41K
1.29K $453K
DIS
Walt Disney CO

Communication Services
171
+ 2.76%
$112.25 - $124.0 $19.2K - $21.2K
6.37K $729K
SBUX
Starbucks Corp

Consumer Cyclical
14
+ 0.23%
$81.9 - $96.86 $1.15K - $1.36K
6.11K $516K
BKNG
Booking Holdings Inc.

Consumer Cyclical
5
+ 2.56%
$5364.25 - $5815.92 $26.8K - $29.1K
200 $1.08M
ELV
Elevance Health, Inc.

Healthcare
39
+ 2.07%
$274.66 - $395.76 $10.7K - $15.4K
1.92K $621K
Activity Summary
Buys All Purchases 32 New Holdings 3 Increased Positions 29 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 1 Puts 0
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