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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$13.1 Million 3.96% of portfolio
26,387
Q2 2025 Reduced 49.62%
$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%
$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%
$405B
$5.26 Million 1.59% of portfolio
14,346
Q2 2025 Reduced 30.2%
$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%
$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%
$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%
$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%
$202B
$1.74 Million 0.52% of portfolio
13,163
Q2 2025 Reduced 56.59%
$96.8B
$1.69 Million 0.51% of portfolio
16,119
Q2 2025 Reduced 2.98%
$281B
$1.58 Million 0.48% of portfolio
16,110
Q4 2024 Reduced 0.07%
$203B
$1.59 Million 0.48% of portfolio
20,115
Q2 2025 Reduced 3.04%
$177B
$1.53 Million 0.46% of portfolio
7,872
Q2 2025 Reduced 55.95%
$368B
$1.52 Million 0.46% of portfolio
9,532
Q2 2025 Reduced 69.5%
$48.7B
$1.48 Million 0.45% of portfolio
10,192
Q2 2025 Reduced 3.66%
$79.3B
$1.46 Million 0.44% of portfolio
8,798
Q2 2025 Added 0.03%
$152B
$1.37 Million 0.41% of portfolio
6,179
Q2 2025 Reduced 7.79%
$48.9B
$1.28 Million 0.39% of portfolio
13,013
Q2 2025 Added 2.22%
$55.6B
$1.25 Million 0.38% of portfolio
23,707
Q2 2025 Reduced 0.2%
$85.6B
$1.26 Million 0.38% of portfolio
3,820
Q2 2025 Added 15.03%

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
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