Hartford Financial Management Inc. Portfolio Holdings

Hartford Financial Management Inc.

  • $332 Million
  • Q2 2025

Hartford Financial Management Inc. has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $332 Million distributed in 347 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $32.2M, J P Morgan Diversified Return with a value of $14.3M, Jp Morgan Tr Mun ETF (De) with a value of $13.6M, Microsoft Corp with a value of $13.1M, and Vanguard Information Technolog with a value of $12.9M.

Examining the 13F form we can see an decrease of $128M in the current position value, from $460M to 332M.

Below you can find more details about Hartford Financial Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $332 Million
ETFs: $103 Million
Technology: $60.5 Million
Industrials: $31 Million
Financial Services: $28 Million
Consumer Defensive: $20 Million
Healthcare: $18.1 Million
Communication Services: $16.9 Million
Consumer Cyclical: $16.4 Million
Other: $22.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.2 Million 9.7% of portfolio
683,541
Q2 2025 Added 10.24%
$0
$14.3 Million 4.33% of portfolio
315,333
Q2 2025 Added 97.68%
$0
$13.6 Million 4.11% of portfolio
274,522
Q2 2025 Reduced 6.58%
$3.95T
$13.1 Million 3.96% of portfolio
26,387
Q2 2025 Reduced 49.62%
$0
$12.9 Million 3.89% of portfolio
19,435
Q2 2025 Added 75.25%
$3.69T
$12.7 Million 3.83% of portfolio
61,895
Q2 2025 Added 1.85%
$456B
$10.7 Million 3.22% of portfolio
67,525
Q2 2025 Reduced 9.21%
$859B
$8.2 Million 2.47% of portfolio
28,293
Q2 2025 Reduced 46.65%
$439B
$7.9 Million 2.38% of portfolio
7,977
Q2 2025 Reduced 43.83%
$0
$6.54 Million 1.97% of portfolio
147,299
Q2 2025 New
$684B
$6.25 Million 1.89% of portfolio
28,588
Q2 2025 Reduced 2.4%
$162B
$6.25 Million 1.89% of portfolio
34,167
Q2 2025 Reduced 4.6%
$0
$5.63 Million 1.7% of portfolio
149,405
Q2 2025 Added 7.59%
$405B
$5.26 Million 1.59% of portfolio
14,346
Q2 2025 Reduced 30.2%
$0
$4.94 Million 1.49% of portfolio
30,597
Q2 2025 Reduced 3.19%
$0
$4.66 Million 1.41% of portfolio
111,584
Q2 2025 Added 8.37%
$1.24T
$4.53 Million 1.36% of portfolio
25,512
Q2 2025 Added 1.3%
$207B
$4.51 Million 1.36% of portfolio
36,337
Q2 2025 Reduced 9.08%
$0
$4.31 Million 1.3% of portfolio
84,989
Q2 2025 Added 81.93%
$124B
$4.28 Million 1.29% of portfolio
13,881
Q2 2025 Reduced 2.32%
$75.3B
$4.12 Million 1.24% of portfolio
126,357
Q2 2025 Reduced 49.06%
$2.26T
$4.05 Million 1.22% of portfolio
18,449
Q2 2025 Added 0.8%
$551B
$3.98 Million 1.2% of portfolio
11,205
Q2 2025 Reduced 24.84%
$621B
$3.86 Million 1.16% of portfolio
7,936
Q2 2025 Reduced 4.41%
$218B
$3.74 Million 1.13% of portfolio
9,630
Q2 2025 Reduced 56.09%
$229B
$3.62 Million 1.09% of portfolio
24,758
Q2 2025 Reduced 32.54%
$0
$3.54 Million 1.07% of portfolio
74,373
Q2 2025 Added 54.61%
$442B
$3.54 Million 1.07% of portfolio
32,796
Q2 2025 Reduced 33.72%
$229B
$3.47 Million 1.05% of portfolio
25,539
Q2 2025 Reduced 45.52%
$146B
$3.31 Million 1.0% of portfolio
14,227
Q2 2025 Reduced 48.97%
$1.78T
$3.22 Million 0.97% of portfolio
4,362
Q2 2025 Reduced 7.68%
$150B
$2.89 Million 0.87% of portfolio
14,644
Q2 2025 Reduced 4.01%
$0
$2.9 Million 0.87% of portfolio
32,515
Q2 2025 Reduced 1.25%
$545B
$2.87 Million 0.86% of portfolio
2,141
Q2 2025 Reduced 1.56%
$1.27T
$2.78 Million 0.84% of portfolio
12,284
Q2 2025 Added 3.34%
$135B
$2.65 Million 0.8% of portfolio
11,515
Q2 2025 Added 1.93%
$133B
$2.41 Million 0.73% of portfolio
2,685
Q2 2025 Reduced 20.63%
$302B
$2.39 Million 0.72% of portfolio
16,688
Q2 2025 Reduced 54.59%
$254B
$2.34 Million 0.7% of portfolio
3,300
Q1 2021 Reduced 23.26%
$19B
$2.25 Million 0.68% of portfolio
18,510
Q2 2025 Added 0.5%
$84.1B
$2.27 Million 0.68% of portfolio
33,611
Q2 2025 Reduced 8.32%
$70.4B
$2.24 Million 0.68% of portfolio
35,668
Q2 2025 Reduced 4.13%
$99.2B
$2.18 Million 0.66% of portfolio
7,899
Q2 2025 Reduced 7.9%
$381B
$2.2 Million 0.66% of portfolio
46,590
Q2 2025 Reduced 6.36%
$95.8B
$1.94 Million 0.59% of portfolio
42,841
Q2 2025 Reduced 4.53%
$452B
$1.9 Million 0.57% of portfolio
12,454
Q2 2025 Reduced 61.76%
$245B
$1.85 Million 0.56% of portfolio
5,942
Q2 2025 Added 30.11%
$155B
$1.82 Million 0.55% of portfolio
14,723
Q2 2025 Added 2.07%
$210B
$1.79 Million 0.54% of portfolio
6,064
Q2 2025 Reduced 36.6%

Summary

  • Portfolio
  • No. of Stocks 347
  • Current Value $332 Million
  • Prior Value $460 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 13 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 132 stocks
Track This Portfolio

Track Hartford Financial Management Inc. Portfolio

Follow Hartford Financial Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hartford Financial Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Hartford Financial Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email