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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.49B
$998,000 0.3% of portfolio
26,030
Q2 2025 Reduced 3.15%
$8.02B
$598,000 0.18% of portfolio
7,066
Q2 2025 Reduced 11.62%
$7.38B
$136,000 0.04% of portfolio
3,754
Q2 2025 Reduced 0.03%
$2.03B
$50,000 0.02% of portfolio
14,000
Q1 2024 Added 40.0%
$6.66B
$73,000 0.02% of portfolio
4,040
Q2 2025 Reduced 26.06%
$9.35B
$28,000 0.01% of portfolio
1,400
Q3 2017 New
$7.62B
$24,000 0.01% of portfolio
466
Q3 2017 New
$7.1B
$0 0.0% of portfolio
5
Q4 2022 New
$6.58B
$15,000 0.0% of portfolio
300
Q4 2024 Added 400.0%
$3.94B
$12,000 0.0% of portfolio
353
Q1 2021 Added 81.03%
$4.78B
$4,000 0.0% of portfolio
300
Q4 2022 Reduced 25.0%
$9.82B
$11,000 0.0% of portfolio
473
Q2 2025 Reduced 12.57%
$2.05B
$12,000 0.0% of portfolio
289
Q3 2024 Reduced 40.29%
$2.84B
$1,000 0.0% of portfolio
40
Q2 2021 New
$5.11B
$13,000 0.0% of portfolio
1,800
Q1 2025 Added 89.47%
$6.71B
$15,000 0.0% of portfolio
380
Q4 2024 Added 0.53%
$3.82B
$1,000 0.0% of portfolio
29
Q4 2022 Reduced 39.58%
$3.77B
$1,000 0.0% of portfolio
1,500
Q2 2024 New
$4.47B
$11,000 0.0% of portfolio
200
Q2 2025 New
$2.01B
$1,000 0.0% of portfolio
55
Q2 2024 New
$2.75B
$3,000 0.0% of portfolio
35
Q2 2025 Reduced 56.25%
$6.38B
$4,000 0.0% of portfolio
39
Q2 2020 New

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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