Hartford Financial Management Inc. Portfolio Holdings

Hartford Financial Management Inc.

  • $460 Million
  • Q1 2025

Hartford Financial Management Inc. has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $460 Million distributed in 359 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 $29.2M, Microsoft Corp with a value of $19.7M, Jp Morgan Tr Mun ETF (De) with a value of $14.7M, Apple Inc. with a value of $13.5M, and Costco Wholesale Corp with a value of $13.4M.

Examining the 13F form we can see an decrease of $2.05M in the current position value, from $462M to 460M.

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

Portfolio value $460 Million
ETFs: $83.5 Million
Industrials: $81.6 Million
Technology: $72 Million
Healthcare: $44.6 Million
Consumer Defensive: $43.3 Million
Financial Services: $35.3 Million
Energy: $23.5 Million
Utilities: $23 Million
Other: $45.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$131B
$2.3 Million 0.5% of portfolio
3,383
Q1 2025 Added 8.74%
$17.7B
$2.19 Million 0.48% of portfolio
18,417
Q1 2025 Reduced 1.59%
$113B
$2.23 Million 0.48% of portfolio
13,297
Q1 2025 Reduced 0.19%
$90.2B
$2.22 Million 0.48% of portfolio
18,183
Q3 2024 Reduced 0.93%
$70.5B
$2.22 Million 0.48% of portfolio
37,205
Q1 2025 Reduced 2.37%
$18.1B
$2.14 Million 0.47% of portfolio
26,000
Q4 2020 Added 100.0%
$47.2B
$2.17 Million 0.47% of portfolio
6,936
Q4 2024 Reduced 0.24%
$376B
$2.08 Million 0.45% of portfolio
49,756
Q1 2025 Added 3.68%
$573B
$2.03 Million 0.44% of portfolio
2,175
Q1 2025 Added 2.74%
$88.7B
$1.99 Million 0.43% of portfolio
44,875
Q1 2025 Reduced 3.34%
$1.2T
$1.97 Million 0.43% of portfolio
11,887
Q1 2025 Added 3.78%
$82.7B
$1.93 Million 0.42% of portfolio
17,600
Q1 2020 Reduced 1.68%
$212B
$1.86 Million 0.41% of portfolio
20,745
Q1 2025 Reduced 1.67%
$98.2B
$1.86 Million 0.4% of portfolio
16,614
Q1 2025 Reduced 2.73%
$238B
$1.8 Million 0.39% of portfolio
3,300
Q1 2021 Reduced 23.26%
$47.6B
$1.76 Million 0.38% of portfolio
31,435
Q4 2024 Reduced 0.28%
$52.6B
$1.63 Million 0.36% of portfolio
10,579
Q4 2024 Reduced 7.25%
$50.1B
$1.6 Million 0.35% of portfolio
7,000
Q2 2024 Reduced 1.33%
$174B
$1.62 Million 0.35% of portfolio
4,216
Q1 2025 Reduced 0.09%
$140B
$1.56 Million 0.34% of portfolio
6,701
Q1 2025 Reduced 0.19%
$179B
$1.55 Million 0.34% of portfolio
34,134
Q2 2024 Reduced 1.44%
$73.4B
$1.53 Million 0.33% of portfolio
19,100
Q1 2024 Reduced 0.78%
$263B
$1.41 Million 0.31% of portfolio
16,110
Q4 2024 Reduced 0.07%
$63.5B
$1.42 Million 0.31% of portfolio
22,374
Q1 2025 Added 0.01%
$38.7B
$1.39 Million 0.3% of portfolio
18,567
Q3 2024 Added 0.47%
$216B
$1.37 Million 0.3% of portfolio
4,381
Q3 2023 Reduced 0.27%
$70.3B
$1.39 Million 0.3% of portfolio
33,000
Q4 2024 Reduced 2.08%
$102B
$1.38 Million 0.3% of portfolio
6,833
Q1 2022 New
$47.1B
$1.33 Million 0.29% of portfolio
12,731
Q1 2025 Reduced 1.99%
$37.8B
$1.28 Million 0.28% of portfolio
17,109
Q1 2025 Reduced 0.47%
$89.4B
$1.28 Million 0.28% of portfolio
8,795
Q1 2025 Added 0.03%
$41.4B
$1.23 Million 0.27% of portfolio
11,902
Q1 2025 Reduced 0.78%
$165B
$1.25 Million 0.27% of portfolio
2,506
Q1 2025 Reduced 1.03%
$101B
$1.2 Million 0.26% of portfolio
19,594
Q1 2025 Reduced 0.72%
$3.28B
$1.21 Million 0.26% of portfolio
26,876
Q1 2025 Reduced 4.55%
$69.4B
$1.11 Million 0.24% of portfolio
32,645
Q2 2024 Reduced 0.31%
$44.5B
$1.09 Million 0.24% of portfolio
23,755
Q1 2025 Reduced 2.02%
$94.5B
$1.09 Million 0.24% of portfolio
3,321
Q1 2025 Reduced 9.19%
$187B
$1.04 Million 0.23% of portfolio
2,091
Q1 2025 Added 34,750.0%
$42.9B
$944,000 0.21% of portfolio
20,500
Q4 2021 New
$1.07T
$934,000 0.2% of portfolio
6,042
Q3 2024 Added 0.12%
$237B
$876,000 0.19% of portfolio
3,258
Q2 2024 Reduced 0.91%
$87.5B
$824,000 0.18% of portfolio
12,169
Q1 2025 Reduced 62.92%
$54.8B
$816,000 0.18% of portfolio
12,969
Q2 2020 Reduced 0.12%
$135B
$827,000 0.18% of portfolio
4,852
Q1 2025 Reduced 53.79%
$74.5B
$769,000 0.17% of portfolio
7,000
Q1 2021 Reduced 0.23%
$65.2B
$681,000 0.15% of portfolio
18,010
Q1 2025 Added 3.52%
$310B
$688,000 0.15% of portfolio
9,595
Q1 2021 Reduced 0.52%
$13B
$678,000 0.15% of portfolio
33,940
Q1 2024 Reduced 3.41%

Summary

  • Portfolio
  • No. of Stocks 359
  • Current Value $460 Million
  • Prior Value $462 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 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