Hartford Financial Management Inc. Reduced Holdings in Q3 2025

Hartford Financial Management Inc.

  • $347 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-97.5K
- 66.21%
$44.4 - $46.72 $4.33M - $4.56M
49.8K $2.33M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-72.6K
- 26.45%
$49.09 - $50.58 $3.56M - $3.67M
202K $10.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-40.5K
- 47.66%
$50.47 - $50.74 $2.04M - $2.06M
44.5K $2.26M
DIS
Walt Disney CO

Communication Services
-7.78K
- 21.4%
$112.25 - $124.0 $873K - $964K
28.6K $3.27M
GSIG
Goldman Sachs ETF Tr Access In

Technology
-21.9K
- 29.49%
$47.27 - $47.93 $1.04M - $1.05M
52.4K $2.51M
TGT
Target Corp

Consumer Defensive
-7.67K
- 58.94%
$86.56 - $107.43 $664K - $824K
5.34K $479K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.49K
- 47.2%
$181.56 - $190.33 $634K - $664K
3.9K $740K
COST
Costco Wholesale Corp

Consumer Defensive
-54
- 0.68%
$915.95 - $994.57 $49.5K - $53.7K
7.92K $7.33M
PAYX
Paychex Inc

Industrials
-1.59K
- 15.59%
$126.69 - $147.99 $201K - $235K
8.6K $1.09M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.45K
- 99.28%
$108.46 - $120.63 $375K - $417K
25 $2K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.24K
- 3.68%
$60.9 - $70.75 $75.3K - $87.5K
32.4K $2.02M
WFC
Wells Fargo & Company

Financial Services
-3.03K
- 32.11%
$77.05 - $85.16 $233K - $258K
6.4K $536K
BMY
Bristol Myers Squibb CO

Healthcare
-4.22K
- 23.41%
$43.31 - $48.98 $183K - $207K
13.8K $622K
ABT
Abbott Laboratories

Healthcare
-1.18K
- 4.61%
$120.51 - $136.62 $142K - $161K
24.4K $3.26M
ISRG
Intuitive Surgical Inc

Healthcare
-11
- 0.69%
$433.66 - $544.47 $4.77K - $5.99K
1.59K $712K
CARR
Carrier Global Corp

Industrials
-17
- 0.15%
$58.75 - $80.73 $999 - $1.37K
11.1K $660K
KMB
Kimberly Clark Corp

Consumer Defensive
-884
- 11.65%
$121.72 - $136.77 $108K - $121K
6.71K $833K
AXP
American Express CO

Financial Services
-560
- 17.2%
$294.27 - $342.31 $165K - $192K
2.7K $895K
WM
Waste Management Inc

Industrials
-387
- 7.05%
$213.88 - $237.1 $82.8K - $91.8K
5.1K $1.13M
TFC
Truist Financial Corp

Financial Services
-3K
- 86.98%
$42.83 - $47.07 $128K - $141K
449 $20K
MA
Mastercard Inc

Financial Services
-213
- 21.65%
$550.18 - $598.96 $117K - $128K
771 $438K
PAA
Plains All American Pipeline LP

Energy
-4.17K
- 12.3%
$16.88 - $18.93 $70.5K - $79K
29.8K $507K
MRK
Merck & Co., Inc.

Healthcare
-2.46K
- 12.23%
$77.6 - $87.37 $191K - $215K
17.7K $1.48M
WY
Weyerhaeuser CO

Real Estate
-3.5K
- 17.2%
$24.1 - $26.83 $84.4K - $94K
16.9K $417K
OTIS
Otis Worldwide Corp

Industrials
-519
- 8.19%
$84.93 - $101.07 $44.1K - $52.5K
5.82K $531K
WMB
Williams Companies, Inc.

Energy
-1.65K
- 4.63%
$56.52 - $64.01 $93.4K - $106K
34K $2.15M
UL
Unilever PLC

Consumer Defensive
-1.29K
- 79.76%
$58.43 - $65.01 $75.1K - $83.5K
326 $19K
CMCSA
Comcast Corp

Communication Services
-1.2K
- 13.73%
$31.41 - $36.33 $37.7K - $43.6K
7.54K $236K
MS
Morgan Stanley

Financial Services
-554
- 68.73%
$139.09 - $161.16 $77.1K - $89.3K
252 $40K
FTV
Fortive Corp

Technology
-1.22K
- 40.59%
$46.55 - $53.34 $56.8K - $65.1K
1.79K $87K
DHR
Danaher Corp

Healthcare
-311
- 2.12%
$181.46 - $212.2 $56.4K - $66K
14.3K $2.84M
DE
Deere & CO

Industrials
-1
- 0.11%
$457.26 - $524.37 $457 - $524
950 $434K
APA
Apa Corp

Energy
-3K
- 74.23%
$18.06 - $24.69 $54.2K - $74K
1.04K $25K
BTEGF
Baytex Energy Corp.

Energy
-12K
- 85.71%
N/A
2K $7K
EPD
Enterprise Products Partners L.P.

Energy
-1.6K
- 4.9%
$30.74 - $32.14 $49.2K - $51.4K
31K $970K
SO
Southern CO

Utilities
-600
- 10.71%
$90.83 - $96.0 $54.5K - $57.6K
5K $473K
TXN
Texas Instruments Inc

Technology
-192
- 2.44%
N/A
7.68K $1.49M
DUK
Duke Energy Corp

Utilities
-333
- 34.15%
$116.31 - $125.93 $38.7K - $41.9K
642 $79K
CL
Colgate Palmolive CO

Consumer Defensive
-292
- 23.93%
$79.36 - $93.33 $23.2K - $27.3K
928 $74K
SWK
Stanley Black & Decker, Inc.

Industrials
-650
- 35.58%
$66.98 - $79.52 $43.5K - $51.7K
1.18K $87K
RF
Regions Financial Corp

Financial Services
-1.8K
- 36.0%
$24.03 - $27.41 $43.3K - $49.3K
3.2K $84K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-293
- 40.47%
$65.64 - $78.22 $19.2K - $22.9K
431 $28K
WBS
Webster Financial Corp

Financial Services
-557
- 25.74%
$55.19 - $62.92 $30.7K - $35K
1.61K $95K
VTI
Vanguard Total Stock Market Et

ETFs
-62
- 44.93%
$303.93 - $329.86 $18.8K - $20.5K
76 $24K
VEU
Vanguard Ftse All World Ex Us

ETFs
-218
- 61.41%
$66.38 - $71.68 $14.5K - $15.6K
137 $9K
XLF
Financial Sector Spdr

ETFs
-297
- 10.25%
$51.37 - $54.25 $15.3K - $16.1K
2.6K $140K
IR
Ingersoll Rand Inc.

Industrials
-109
- 7.04%
$74.98 - $89.02 $8.17K - $9.7K
1.44K $118K
TNA
Direxion Daily Small Cap Bull

ETFs
-750
- 33.33%
$32.54 - $47.12 $24.4K - $35.3K
1.5K $67K
ABNB
Airbnb, Inc.

Consumer Cyclical
-50
- 37.04%
$118.3 - $142.16 $5.92K - $7.11K
85 $10K
Activity Summary
Buys All Purchases 82 New Holdings 6 Increased Positions 76 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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