H&H Retirement Design & Management Inc Portfolio Holdings by Sector
H&H Retirement Design & Management Inc
- $159 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
CWB EDV TIP BLV VCLT DLN IGIB XLP 38 stocks |
$139,712
87.88% of portfolio
|
18
|
17
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$2,112
1.33% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE CHKP 3 stocks |
$1,863
1.17% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$1,676
1.05% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG ABNB 2 stocks |
$1,346
0.85% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
TSM QCOM 2 stocks |
$1,250
0.79% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,133
0.71% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
ELV UNH 2 stocks |
$1,107
0.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM ADSK 2 stocks |
$886
0.56% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
SCHW 1 stocks |
$879
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
IQV 1 stocks |
$712
0.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
ARI ABR RC 3 stocks |
$664
0.42% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD ECL 2 stocks |
$617
0.39% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX 1 stocks |
$601
0.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$594
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
KMX 1 stocks |
$515
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$485
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$475
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$428
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$406
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Diversified | Real Estate
WPC 1 stocks |
$346
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$263
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$258
0.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
ABC 1 stocks |
$252
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV 1 stocks |
$230
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
DHC 1 stocks |
$163
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
OPI 1 stocks |
$8
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|