H&H Retirement Design & Management Inc Reduced Holdings in Q3 2024

H&H Retirement Design & Management Inc

  • $169 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-4.46K
- 86.27%
$255.18 - $283.2 $1.14M - $1.26M
710 $201K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.37K
- 20.58%
$76.38 - $78.87 $410K - $423K
20.7K $1.63M
SCHW
Schwab Charles Corp

Financial Services
-199
- 1.6%
$61.74 - $76.08 $12.3K - $15.1K
12.2K $793K
MSFT
Microsoft Corp

Technology
-75
- 2.61%
$395.15 - $467.56 $29.6K - $35.1K
2.8K $1.2M
DIS
Walt Disney CO

Communication Services
-188
- 3.38%
$85.6 - $98.61 $16.1K - $18.5K
5.38K $517K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-21
- 7.29%
$3305.62 - $4268.05 $69.4K - $89.6K
267 $1.12M
FISV
Fiserv Inc

Technology
-83
- 3.81%
N/A
2.1K $262K
V
Visa Inc.

Financial Services
-137
- 5.14%
$253.74 - $291.56 $34.8K - $39.9K
2.53K $694K
ECL
Ecolab Inc.

Basic Materials
-92
- 8.21%
$228.86 - $255.76 $21.1K - $23.5K
1.03K $262K
KMX
Carmax Inc

Consumer Cyclical
-237
- 3.12%
$71.21 - $85.78 $16.9K - $20.3K
7.36K $569K
DEO
Diageo PLC

Consumer Defensive
-263
- 5.0%
$120.02 - $140.77 $31.6K - $37K
5K $700K
MA
Mastercard Inc

Financial Services
-74
- 4.05%
$429.6 - $500.99 $31.8K - $37.1K
1.76K $866K
UNH
Unitedhealth Group Inc

Healthcare
-8
- 0.94%
$488.01 - $604.18 $3.9K - $4.83K
840 $491K
IQV
Iqvia Holdings Inc.

Healthcare
-47
- 1.03%
$206.81 - $251.55 $9.72K - $11.8K
4.5K $1.07M
SBUX
Starbucks Corp

Consumer Cyclical
-255
- 3.59%
$72.51 - $98.6 $18.5K - $25.1K
6.84K $667K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-195
- 1.95%
$125.95 - $142.04 $24.6K - $27.7K
9.79K $1.39M
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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