H&H Retirement Design & Management Inc Reduced Holdings in Q4 2024

H&H Retirement Design & Management Inc

  • $159 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EDV
Vanguard Extended Duration Tre

ETFs
-5.86K
- 3.47%
$67.27 - $79.67 $394K - $467K
163K $11M
CWB
Spdr Bloomberg Convertible Sec

ETFs
-15.1K
- 3.81%
$76.21 - $82.24 $1.15M - $1.24M
380K $29.6M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.38K
- 1.97%
$106.33 - $110.69 $147K - $153K
68.7K $7.32M
XLU
Utilities Sector Spdr

ETFs
-1.75K
- 3.38%
$74.89 - $82.93 $131K - $145K
50.1K $3.79M
IQV
Iqvia Holdings Inc.

Healthcare
-457
- 10.16%
$190.97 - $236.63 $87.3K - $108K
4.04K $794K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-680
- 0.66%
$51.33 - $53.74 $34.9K - $36.5K
102K $5.26M
XLI
Industrial Sector Spdr

ETFs
-670
- 1.79%
$131.76 - $143.99 $88.3K - $96.5K
36.7K $4.84M
XLE
Energy Sector Spdr

ETFs
-1.2K
- 2.44%
$83.32 - $97.27 $99.7K - $116K
47.9K $4.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-359
- 39.54%
$481.22 - $538.17 $173K - $193K
549 $280K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-71
- 26.59%
$4100.99 - $5300.34 $291K - $376K
196 $973K
UNH
Unitedhealth Group Inc

Healthcare
-142
- 16.9%
$485.52 - $625.25 $68.9K - $88.8K
698 $353K
IRBO
Ishares Robotics & Artificial

ETFs
-4.09K
- 13.22%
N/A
26.8K $861K
MSFT
Microsoft Corp

Technology
-239
- 8.55%
$406.35 - $454.46 $97.1K - $109K
2.56K $1.08M
DEO
Diageo PLC

Consumer Defensive
-455
- 9.11%
$118.0 - $139.88 $53.7K - $63.6K
4.54K $577K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-852
- 1.24%
$77.23 - $82.11 $65.8K - $70K
67.8K $5.28M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.08K
- 5.2%
$77.02 - $78.58 $83K - $84.6K
19.6K $1.52M
SBUX
Starbucks Corp

Consumer Cyclical
-720
- 10.52%
$87.44 - $102.5 $63K - $73.8K
6.12K $557K
CHKP
Check Point Software Technologies LTD

Technology
-466
- 12.93%
$170.18 - $209.01 $79.3K - $97.4K
3.14K $585K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.28K
- 20.35%
$172.07 - $207.36 $220K - $265K
5.01K $989K
META
Meta Platforms, Inc.

Communication Services
-226
- 10.45%
$554.08 - $632.68 $125K - $143K
1.94K $1.14M
QCOM
Qualcomm Inc

Technology
-273
- 9.1%
$150.4 - $178.04 $41.1K - $48.6K
2.73K $419K
APD
Air Products & Chemicals, Inc.

Basic Materials
-273
- 17.54%
$285.5 - $335.62 $77.9K - $91.6K
1.28K $372K
PRF
Invesco Exchange Traded Fd Tr

ETFs
-1.39K
- 1.69%
$40.15 - $42.9 $55.6K - $59.4K
80.8K $3.26M
ABC
Amerisourcebergen Corp

Healthcare
-405
- 15.66%
N/A
2.18K $403K
AMZN
Amazon Com Inc

Consumer Cyclical
-1.43K
- 19.36%
$180.88 - $232.93 $258K - $332K
5.94K $1.3M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-521
- 1.5%
$48.33 - $49.08 $25.2K - $25.6K
34.2K $1.66M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-327
- 0.82%
$51.54 - $52.55 $16.9K - $17.2K
39.8K $2.06M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-380
- 2.29%
$100.24 - $101.35 $38.1K - $38.5K
16.2K $1.63M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-384
- 3.93%
$311.11 - $335.64 $119K - $129K
9.39K $3.02M
ECL
Ecolab Inc.

Basic Materials
-91
- 8.84%
$234.32 - $261.43 $21.3K - $23.8K
938 $219K
PKW
Invesco Exchange Traded Fd Tr

ETFs
-379
- 3.2%
$114.02 - $125.22 $43.2K - $47.5K
11.5K $1.32M
FISV
Fiserv Inc

Technology
-251
- 11.97%
N/A
1.85K $231K
KMX
Carmax Inc

Consumer Cyclical
-747
- 10.15%
$71.11 - $87.2 $53.1K - $65.1K
6.61K $540K
MA
Mastercard Inc

Financial Services
-163
- 9.29%
$491.3 - $536.15 $80.1K - $87.4K
1.59K $838K
AAPL
Apple Inc.

Technology
-271
- 11.06%
$221.69 - $259.02 $60.1K - $70.2K
2.18K $545K
VEEV
Veeva Systems Inc

Healthcare
-80
- 6.69%
$201.81 - $250.45 $16.1K - $20K
1.12K $234K
PM
Philip Morris International Inc.

Consumer Defensive
-56
- 3.01%
$118.38 - $133.06 $6.63K - $7.45K
1.81K $217K
ADSK
Autodesk, Inc.

Technology
-26
- 1.6%
N/A
1.6K $393K
GOOGL
Alphabet Inc.

Communication Services
-900
- 12.25%
$161.86 - $196.66 $146K - $177K
6.45K $1.22M
XLF
Financial Sector Spdr

ETFs
-1.54K
- 5.05%
$44.89 - $51.34 $69.3K - $79.3K
29K $1.4M
V
Visa Inc.

Financial Services
-235
- 9.3%
$273.87 - $320.91 $64.4K - $75.4K
2.29K $724K
SCHW
Schwab Charles Corp

Financial Services
-999
- 8.16%
$63.31 - $82.85 $63.2K - $82.8K
11.2K $831K
CRM
Salesforce, Inc.

Technology
-197
- 9.68%
$270.87 - $367.87 $53.4K - $72.5K
1.84K $614K
XLK
Technology Sector Spdr

ETFs
-117
- 0.66%
$220.26 - $241.44 $25.8K - $28.2K
17.6K $4.1M
XLY
Select Sector Spdr Consumer Di

ETFs
-1.19K
- 7.92%
$194.8 - $239.43 $231K - $284K
13.8K $3.09M
Activity Summary
Buys All Purchases 22 New Holdings 3 Increased Positions 19 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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