H&H Retirement Design & Management Inc Sells in Q1 2025

H&H Retirement Design & Management Inc

  • $159 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
-3
- 0.05%
$154.33 - $206.19 $463 - $619
6.44K $996K
ABC
Amerisourcebergen Corp

Healthcare
-815
- 37.37%
N/A
1.37K $252K
CHKP
Check Point Software Technologies LTD

Technology
-1.19K
- 38.06%
$179.88 - $231.31 $215K - $276K
1.94K $442K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-3.16K
- 3.1%
$50.82 - $52.7 $161K - $167K
98.9K $5.2M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-72
- 0.63%
$109.15 - $120.99 $7.86K - $8.71K
11.4K $1.28M
RC
Ready Capital Corp

Real Estate
-730
- 4.01%
$4.9 - $7.05 $3.58K - $5.15K
17.5K $88K
VGLT
Vanguard Long Term Treasury Et

ETFs
-781
- 8.4%
$53.99 - $58.43 $42.2K - $45.6K
8.51K $490K
PID
Invesco Exchange Traded Fd Tr

ETFs
-967
- 1.3%
N/A
73.3K $1.31M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-637
- 1.6%
$51.52 - $52.37 $32.8K - $33.4K
39.1K $2.05M
XLP
Consumer Staples Sector Spdr

ETFs
-38
- 0.06%
N/A
68.3K $5.19M
FISV
Fiserv Inc

Technology
-2
- 0.11%
N/A
1.84K $230K
Annaly Capital Management In
-476
- 3.36%
N/A
13.7K $0
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-407
- 2.51%
$100.59 - $103.47 $40.9K - $42.1K
15.8K $1.63M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-97
- 0.49%
$76.94 - $78.28 $7.46K - $7.59K
19.5K $1.53M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-108
- 1.06%
$128.74 - $138.67 $13.9K - $15K
10.1K $1.37M
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
-411
- 1.22%
$8.57 - $10.13 $3.52K - $4.16K
33.2K $318K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-83
- 0.32%
$39.18 - $43.52 $3.25K - $3.61K
25.7K $1.08M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-458
- 1.34%
$48.43 - $49.9 $22.2K - $22.9K
33.8K $1.69M
XLF
Financial Sector Spdr

ETFs
-240
- 0.83%
$47.32 - $52.19 $11.4K - $12.5K
28.8K $1.43M
REZ
Ishares Tr Residential And Mul

ETFs
-114
- 0.84%
$78.21 - $88.48 $8.92K - $10.1K
13.5K $1.16M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-439
- 0.65%
$76.77 - $82.22 $33.7K - $36.1K
67.4K $5.35M
V
Visa Inc.

Financial Services
-3
- 0.13%
$306.92 - $362.71 $921 - $1.09K
2.29K $802K
TIP
Ishares Tr Tips Bd ETF

ETFs
-745
- 1.09%
$106.22 - $111.09 $79.1K - $82.8K
67.9K $7.54M
EDV
Vanguard Extended Duration Tre

ETFs
-734
- 0.45%
$65.05 - $73.43 $47.7K - $53.9K
162K $11.5M
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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