H&H Retirement Design & Management Inc Portfolio Holdings

H&H Retirement Design & Management Inc

  • $159 Million
  • Q1 2025

H&H Retirement Design & Management Inc has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $159 Million distributed in 76 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg Convertible Sec with a value of $29.3M, Vanguard Extended Duration Tre with a value of $11.5M, Ishares Tr Tips Bd ETF with a value of $7.54M, Vanguard Bd Index Fd Inc Long with a value of $6.89M, and Vanguard Lg Trm Corp Bd ETF with a value of $6.88M.

Examining the 13F form we can see an decrease of $100K in the current position value, from $159M to 159M.

Below you can find more details about H&H Retirement Design & Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $159 Million
ETFs: $140 Million
Technology: $5.14 Million
Consumer Cyclical: $3.6 Million
Communication Services: $2.71 Million
Financial Services: $2.56 Million
Healthcare: $2.33 Million
Real Estate: $1.18 Million
Consumer Defensive: $881,000
Other: $880,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.19T
$1.13 Million 0.71% of portfolio
5,959
Q1 2025 Added 0.27%
$1.57T
$1.12 Million 0.7% of portfolio
1,938
Q1 2025 Added 0.1%
$993B
$996,000 0.63% of portfolio
6,443
Q1 2025 Reduced 0.05%
$3.56T
$962,000 0.61% of portfolio
2,564
Q1 2025 Added 0.27%
$210B
$902,000 0.57% of portfolio
196
Q4 2024 Reduced 26.59%
$543B
$874,000 0.55% of portfolio
1,595
Q1 2025 Added 0.19%
$1.11T
$831,000 0.52% of portfolio
5,011
Q4 2024 Reduced 20.35%
$585B
$802,000 0.5% of portfolio
2,289
Q1 2025 Reduced 0.13%
$215B
$594,000 0.37% of portfolio
6,020
Q1 2025 Added 0.22%
$3.14T
$485,000 0.31% of portfolio
2,186
Q1 2025 Added 0.28%
$263B
$493,000 0.31% of portfolio
1,840
Q1 2025 Added 0.11%
$433B
$406,000 0.26% of portfolio
430
Q1 2025 Added 0.47%
$289B
$366,000 0.23% of portfolio
700
Q1 2025 Added 0.29%
$291B
$263,000 0.17% of portfolio
1,576
Q1 2025 Added 0.32%

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $159 Million
  • Prior Value $159 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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